Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCBC (First Community Bankshares, Inc.) | 33.27% | 22.97% | 19.70% | 11.03% | 10.88% | 12.20% | 5.32% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCBC (First Community Bankshares, Inc.) | 04/08/1994 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 22.97 | 19.70 | 11.03 | 10.88 | 12.20 | 5.32 | … | … | 33.27 | -16.26 | 15.82 | 13.72 | 5.12 | 60.52 | -27.17 | 1.42 | 14.19 | -2.35 | 66.49 | 16.70 | 1.96 | 7.82 | 31.99 | -13.82 | 27.65 | -64.60 | 13.37 | -16.69 | 31.07 | -10.73 | 12.26 | 11.02 | 7.85 | 71.20 | 3.96 | -37.61 | 20.07 | 74.92 | 15.08 | 11.11 | 4.93 |
| Sharpe Ratio | NA | 0.66 | 0.60 | 0.30 | 0.29 | NA | NA | … | … | 3.77 | -0.68 | 0.35 | 0.35 | 0.15 | 2.11 | -0.44 | 0.00 | 0.52 | -0.12 | 2.27 | 0.73 | 0.08 | 0.35 | 1.10 | -0.26 | 0.72 | -0.81 | 0.20 | -0.37 | 0.89 | -0.39 | 0.38 | 0.45 | 0.21 | 2.06 | -0.01 | -0.93 | 0.38 | 1.74 | 0.42 | 0.26 | 0.09 |
| Standard Deviation(%) | NA | 26.53 | 30.52 | 28.97 | 32.81 | NA | NA | … | … | 26.80 | 28.14 | 34.62 | 29.18 | 25.15 | 28.62 | 62.23 | 21.29 | 24.54 | 25.97 | 29.14 | 22.97 | 24.99 | 22.00 | 29.33 | 52.53 | 38.45 | 79.69 | 61.36 | 53.59 | 31.11 | 32.98 | 29.54 | 23.01 | 31.81 | 34.01 | 29.63 | 44.11 | 44.05 | 40.79 | 26.68 | 26.97 | 36.87 |
| Draw Down(%) | NA | 23.43 | 33.25 | 39.51 | 49.53 | NA | NA | … | … | 5.94 | 28.36 | 15.15 | 31.26 | 23.75 | 11.93 | 42.94 | 15.58 | 14.47 | 22.91 | 11.60 | 10.20 | 19.98 | 15.03 | 14.89 | 37.66 | 30.30 | 76.86 | 33.81 | 38.37 | 14.55 | 26.48 | 25.51 | 14.52 | 16.82 | 29.32 | 24.70 | 38.46 | 38.01 | 8.67 | 11.43 | 8.59 | 9.68 |
| Yield(%) | 0.00 | 6.02 | 5.44 | 4.42 | 5.22 | 7.19 | 2.95 | … | … | 5.05 | 3.04 | 3.20 | 3.45 | 3.31 | 4.86 | 3.23 | 2.98 | 4.38 | 2.26 | 3.33 | 3.34 | 3.00 | 2.96 | 3.40 | 2.59 | 3.22 | 0.89 | 3.64 | 2.75 | 3.32 | 2.87 | 3.05 | 3.52 | 3.75 | 4.26 | 6.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBC (First Community Bankshares, Inc.) |
-33.32%
Sep 2008 – Sep 2011 |
-18.66%
Sep 2006 – Sep 2011 |
-7.85%
Sep 2001 – Sep 2011 |
-3.50%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBC (First Community Bankshares, Inc.) |
55.47%
Jul 1995 – Jul 1998 |
23.22%
Sep 2011 – Sep 2016 |
15.78%
Sep 2011 – Sep 2021 |
13.74%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart