Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNBF (DNB Financial Corporation) | NA | 35.45% | 20.05% | 18.10% | 21.72% | 5.74% | 6.45% | … | … |
Data as of 12/02/2019, Common starting date is 04/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNBF (DNB Financial Corporation) | 04/21/1999 | 12/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 35.45 | 20.05 | 18.10 | 21.72 | 5.74 | 6.45 | … | … | 62.70 | -14.79 | 19.66 | -2.73 | 38.07 | 5.50 | 35.95 | 47.14 | 20.09 | 48.96 | -30.73 | -40.39 | -17.78 | 3.75 | -24.61 | -10.56 | 50.52 | 10.13 | 37.96 | -16.69 | -39.12 |
| Sharpe Ratio | NA | 1.07 | 0.68 | 0.61 | 0.57 | NA | NA | … | … | 2.58 | -0.56 | 0.70 | -0.11 | 1.12 | 0.18 | 1.00 | 1.54 | 0.44 | 0.74 | -0.26 | -0.57 | -0.67 | 0.03 | -1.26 | -0.71 | 1.34 | 0.39 | 1.25 | -0.39 | -1.81 |
| Standard Deviation(%) | NA | 31.79 | 27.80 | 28.47 | 37.62 | NA | NA | … | … | 26.45 | 28.71 | 27.20 | 25.77 | 34.10 | 30.88 | 35.86 | 30.91 | 45.99 | 66.14 | 120.49 | 72.69 | 31.32 | 16.59 | 21.28 | 16.16 | 37.12 | 23.43 | 28.99 | 52.80 | 29.81 |
| Draw Down(%) | NA | 25.47 | 30.38 | 30.38 | 35.28 | NA | NA | … | … | 11.48 | 30.38 | 14.25 | 21.65 | 14.78 | 10.48 | 15.56 | 12.25 | 21.21 | 27.85 | 54.89 | 53.93 | 25.28 | 10.36 | 34.23 | 17.66 | 13.87 | 8.94 | 13.72 | 24.64 | 40.00 |
| Yield(%) | 0.00 | 0.41 | 0.94 | 1.27 | 3.15 | 1.19 | 1.67 | … | … | 0.50 | 0.84 | 1.00 | 0.98 | 1.30 | 1.35 | 1.77 | 1.87 | 1.26 | 1.89 | 2.80 | 2.84 | 2.63 | 2.63 | 1.94 | 1.78 | 2.51 | 2.70 | 2.74 | 0.81 | 0.00 |
Data as of 12/02/2019, Common starting date is 04/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNBF (DNB Financial Corporation) |
-36.76%
Feb 2006 – Feb 2009 |
-27.89%
Feb 2004 – Feb 2009 |
-10.27%
Oct 1999 – Oct 2009 |
0.51%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNBF (DNB Financial Corporation) |
50.42%
Mar 2010 – Mar 2013 |
40.19%
Mar 2010 – Mar 2015 |
25.24%
Feb 2009 – Feb 2019 |
7.18%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart