Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBVA (Farmers Bankshares Inc) | NA | 21.66% | 6.31% | 2.02% | 8.94% | NA | NA | … | … |
Data as of 01/13/2023, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBVA (Farmers Bankshares Inc) | 08/16/2012 | 01/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 21.66 | 6.31 | 2.02 | 8.94 | NA | NA | … | … | 0.16 | 19.55 | 39.56 | -22.68 | 4.48 | -24.97 | 18.86 | 66.67 | 47.02 | 7.86 | -20.45 | 4.76 |
| Sharpe Ratio | NA | 0.73 | 0.17 | 0.04 | 0.29 | NA | NA | … | … | 0.10 | 0.66 | 0.96 | -0.85 | 0.16 | -0.97 | 0.65 | 1.52 | 1.73 | 0.84 | -1.61 | 1.76 |
| Standard Deviation(%) | NA | 27.48 | 33.58 | 29.11 | 28.57 | NA | NA | … | … | 14.93 | 27.49 | 44.56 | 26.88 | 19.55 | 27.07 | 28.20 | 43.43 | 27.09 | 9.30 | 12.74 | 7.70 |
| Draw Down(%) | NA | 25.55 | 30.59 | 40.24 | 44.29 | NA | NA | … | … | 1.81 | 25.55 | 19.91 | 30.59 | 10.94 | 30.65 | 24.51 | 14.71 | 12.40 | 5.63 | 20.45 | 0.00 |
| Yield(%) | 0.00 | 3.64 | 3.17 | 2.69 | 4.11 | 2.91 | 2.18 | … | … | 0.00 | 3.64 | 4.20 | 2.77 | 3.35 | 1.41 | 2.16 | 2.70 | 2.25 | 1.71 | 1.25 | 0.60 |
Data as of 01/13/2023, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVA (Farmers Bankshares Inc) |
-15.37%
Dec 2017 – Dec 2020 |
-1.67%
Jan 2017 – Jan 2022 |
7.85%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVA (Farmers Bankshares Inc) |
42.81%
Dec 2014 – Dec 2017 |
21.01%
Jun 2013 – Jun 2018 |
9.46%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart