Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) | 10.57% | 15.49% | -1.46% | 2.90% | 5.92% | 9.34% | NA | 6.07% |
Data as of 07/15/2025, AR inception is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBPA (The Farmers Bank of Appomattox) | 09/07/2007 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 15.49 | -1.46 | 2.90 | 5.92 | 9.34 | NA | 6.07 | 10.57 | 4.03 | -9.03 | -2.44 | 17.29 | -5.53 | -5.30 | -6.36 | 41.09 | 31.55 | 11.07 | 7.74 | 15.07 | 5.90 | 42.47 | 15.35 | 13.75 | -40.49 | -8.61 |
| Sharpe Ratio | NA | 1.04 | -0.25 | 0.02 | 0.14 | NA | NA | 0.16 | 1.69 | -0.21 | -0.47 | -0.20 | 0.23 | -0.18 | -0.52 | -0.41 | 1.10 | 2.90 | 0.56 | 0.88 | 0.88 | 0.42 | 1.65 | 0.55 | 0.29 | -1.10 | -2.58 |
| Standard Deviation(%) | NA | 12.21 | 18.87 | 37.64 | 31.61 | NA | NA | 29.87 | 10.78 | 12.35 | 28.69 | 19.52 | 74.04 | 31.39 | 12.91 | 18.56 | 37.04 | 10.82 | 19.69 | 8.76 | 17.02 | 13.87 | 25.69 | 27.93 | 47.11 | 37.48 | 10.59 |
| Draw Down(%) | NA | 5.34 | 22.51 | 52.37 | 52.37 | NA | NA | 52.37 | 3.03 | 6.55 | 17.86 | 15.20 | 44.95 | 34.78 | 8.49 | 10.14 | 19.29 | 4.25 | 20.22 | 4.55 | 7.35 | 12.35 | 9.37 | 12.50 | 30.97 | 44.08 | 8.61 |
| Yield(%) | 0.00 | 4.51 | 3.55 | 3.98 | 4.68 | 7.33 | 3.89 | 4.58 | 2.42 | 4.33 | 3.96 | 4.11 | 4.12 | 3.30 | 2.81 | 2.88 | 3.49 | 3.99 | 4.00 | 4.12 | 4.84 | 4.26 | 5.78 | 5.37 | 4.79 | 3.65 | 0.00 |
Data as of 07/15/2025, AR inception is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) |
-14.02%
Jul 2021 - Jul 2024 |
-3.46%
Sep 2018 - Sep 2023 |
3.77%
Mar 2015 - Mar 2025 |
6.97%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) |
27.39%
Nov 2014 - Nov 2017 |
22.32%
Mar 2010 - Mar 2015 |
16.83%
Dec 2008 - Dec 2018 |
10.40%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart