Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVBN (Evans Bancorp Inc) | NA | 59.51% | 5.53% | 13.97% | 8.33% | 11.27% | 6.50% | … | … |
Data as of 05/05/2025, Common starting date is 04/16/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVBN (Evans Bancorp Inc) | 04/16/2002 | 05/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 59.51 | 5.53 | 13.97 | 8.33 | 11.27 | 6.50 | … | … | -7.16 | 42.88 | -12.21 | -4.13 | 51.24 | -28.15 | 26.97 | -20.85 | 35.54 | 26.23 | 9.01 | 18.46 | 38.01 | 38.01 | -13.83 | 29.30 | -20.72 | 0.38 | -16.88 | -1.66 | -13.97 | 8.74 | 3.16 | 26.56 |
| Sharpe Ratio | NA | 1.75 | 0.04 | 0.40 | 0.22 | NA | NA | … | … | -0.75 | 1.25 | -0.68 | -0.25 | 2.05 | -0.51 | 0.98 | -0.82 | 1.29 | 1.01 | 0.46 | 1.00 | 2.07 | 2.09 | -0.75 | 0.81 | -0.36 | -0.01 | -0.78 | -0.17 | -0.53 | 0.23 | 0.07 | 1.13 |
| Standard Deviation(%) | NA | 30.66 | 26.10 | 28.48 | 30.07 | NA | NA | … | … | 30.37 | 28.98 | 24.57 | 22.55 | 24.93 | 55.72 | 26.09 | 27.12 | 27.19 | 25.82 | 19.40 | 18.42 | 18.35 | 18.37 | 18.43 | 36.21 | 57.11 | 56.31 | 25.47 | 28.67 | 30.33 | 34.63 | 33.40 | 33.55 |
| Draw Down(%) | NA | 22.66 | 40.50 | 44.07 | 55.12 | NA | NA | … | … | 20.42 | 21.65 | 40.50 | 24.42 | 9.78 | 47.67 | 12.54 | 35.16 | 10.94 | 15.14 | 10.75 | 10.20 | 6.75 | 13.93 | 25.74 | 24.83 | 28.05 | 21.17 | 22.26 | 14.59 | 17.26 | 17.53 | 12.38 | 22.13 |
| Yield(%) | 0.00 | 5.15 | 3.49 | 5.11 | 4.41 | 7.01 | 3.99 | … | … | 1.55 | 4.15 | 3.53 | 3.17 | 4.37 | 2.88 | 3.06 | 2.23 | 2.48 | 2.92 | 2.88 | 3.10 | 1.64 | 7.70 | 2.81 | 3.52 | 4.07 | 4.62 | 3.57 | 3.29 | 2.75 | 2.86 | 2.77 | 1.65 |
Data as of 05/05/2025, Common starting date is 04/16/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVBN (Evans Bancorp Inc) |
-17.29%
Sep 2017 – Sep 2020 |
-10.93%
Dec 2004 – Dec 2009 |
-0.32%
Dec 2002 – Dec 2012 |
3.15%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVBN (Evans Bancorp Inc) |
32.39%
Sep 2011 – Sep 2014 |
27.29%
Jan 2012 – Jan 2017 |
16.84%
Sep 2011 – Sep 2021 |
12.90%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart