Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFSI (Eagle Financial Services Inc) | 4.12% | 37.89% | 13.59% | 7.14% | 9.77% | 9.89% | 4.67% | … | … |
Data as of 06/04/2026, Common starting date is 07/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFSI (Eagle Financial Services Inc) | 07/05/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.08 | 37.89 | 13.59 | 7.14 | 9.77 | 9.89 | 4.67 | … | … | 4.12 | 13.44 | 26.18 | -13.41 | 7.16 | 21.48 | -1.35 | 3.47 | -0.40 | 29.02 | 15.92 | 2.08 | 7.07 | 5.76 | 35.55 | 6.46 | 9.16 | 2.00 | -26.86 | -22.33 | 8.29 | 30.35 | -1.13 | 91.14 | -6.73 | 0.00 |
| Sharpe Ratio | NA | 1.06 | 0.37 | 0.25 | 0.38 | NA | NA | … | … | -0.02 | 0.44 | 1.40 | -1.14 | 0.43 | 1.31 | -0.06 | 0.10 | -0.12 | 1.31 | 0.96 | 0.08 | 0.32 | 0.27 | 0.99 | 0.24 | 0.38 | 0.03 | -0.61 | -0.98 | 0.16 | 1.37 | -0.11 | 2.80 | -0.68 | 0.00 |
| Standard Deviation(%) | NA | 24.44 | 20.55 | 17.84 | 19.24 | NA | NA | … | … | 26.26 | 24.32 | 16.07 | 15.13 | 13.50 | 16.37 | 26.12 | 19.51 | 15.48 | 21.80 | 16.32 | 24.51 | 22.03 | 21.08 | 36.14 | 27.22 | 23.89 | 75.13 | 45.51 | 26.15 | 30.10 | 20.56 | 20.16 | 32.27 | 11.57 | NA |
| Draw Down(%) | NA | 21.23 | 21.23 | 23.04 | 36.45 | NA | NA | … | … | 20.44 | 19.18 | 7.00 | 16.83 | 6.74 | 7.55 | 29.84 | 12.46 | 21.70 | 11.49 | 4.85 | 11.87 | 8.43 | 14.56 | 16.18 | 17.71 | 12.45 | 45.14 | 34.57 | 25.95 | 14.07 | 9.18 | 17.62 | 5.21 | 6.73 | 0.00 |
| Yield(%) | 0.00 | 4.05 | 3.93 | 3.47 | 4.85 | 5.92 | 2.78 | … | … | 1.57 | 3.41 | 4.03 | 3.34 | 3.32 | 3.70 | 3.35 | 3.28 | 2.94 | 4.31 | 3.57 | 3.48 | 3.36 | 3.49 | 4.36 | 4.36 | 4.38 | 4.22 | 2.91 | 2.13 | 2.16 | 2.27 | 2.29 | 1.61 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSI (Eagle Financial Services Inc) |
-22.04%
Feb 2006 – Feb 2009 |
-10.05%
Mar 2006 – Mar 2011 |
-0.30%
May 2006 – May 2016 |
3.19%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSI (Eagle Financial Services Inc) |
41.96%
May 2003 – May 2006 |
20.98%
Oct 2001 – Oct 2006 |
13.73%
Feb 2009 – Feb 2019 |
10.96%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart