Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXCH (Exchange Bankshares Inc) | -3.01% | 33.79% | 18.08% | 13.09% | 10.23% | 13.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCH (Exchange Bankshares Inc) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 33.79 | 18.08 | 13.09 | 10.23 | 13.69 | NA | … | … | -3.01 | 46.86 | 24.09 | -7.62 | 0.60 | 28.38 | -23.07 | 4.16 | 25.88 | 12.40 | 14.58 | 27.99 | 16.14 | 86.08 | 104.35 | -54.00 | 2.04 |
| Sharpe Ratio | NA | 1.09 | 0.71 | 0.45 | 0.31 | NA | NA | … | … | -1.19 | 1.26 | 1.13 | -0.65 | -0.04 | 0.79 | -0.44 | 0.17 | 0.87 | 1.01 | 0.76 | 0.82 | 0.33 | 2.39 | 2.36 | -0.97 | 0.07 |
| Standard Deviation(%) | NA | 25.45 | 20.35 | 23.09 | 27.21 | NA | NA | … | … | 10.11 | 35.12 | 18.09 | 17.51 | 18.15 | 36.99 | 52.51 | 16.09 | 28.15 | 11.67 | 18.92 | 34.12 | 49.53 | 36.06 | 44.73 | 55.60 | 136.19 |
| Draw Down(%) | NA | 8.57 | 10.45 | 27.04 | 40.37 | NA | NA | … | … | 8.57 | 4.02 | 9.10 | 16.96 | 17.97 | 14.74 | 35.35 | 10.19 | 18.18 | 4.64 | 11.69 | 21.75 | 25.42 | 14.80 | 22.45 | 64.06 | 34.74 |
| Yield(%) | 0.00 | 2.39 | 2.52 | 2.60 | 3.02 | 5.70 | 4.54 | … | … | 1.20 | 0.79 | 3.60 | 2.83 | 1.75 | 2.89 | 2.00 | 1.87 | 2.11 | 2.09 | 2.25 | 2.16 | 2.00 | 2.81 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCH (Exchange Bankshares Inc) |
-4.34%
Sep 2018 – Sep 2021 |
-3.47%
Oct 2018 – Oct 2023 |
6.47%
Feb 2015 – Feb 2025 |
10.68%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCH (Exchange Bankshares Inc) |
74.82%
Feb 2012 – Feb 2015 |
45.30%
Dec 2011 – Dec 2016 |
26.87%
Jan 2012 – Jan 2022 |
14.54%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart