Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMBM (F & M Bank Corp) | 9.94% | 41.28% | -1.71% | 6.94% | 3.55% | 5.31% | 2.91% | 2.74% |
Data as of 07/02/2025, AR inception is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBM (F & M Bank Corp) | 03/16/1999 | 07/02/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | 41.28 | -1.71 | 6.94 | 3.55 | 5.31 | 2.91 | 2.74 | 9.94 | 9.13 | -12.44 | -17.33 | 29.80 | -16.75 | 0.10 | -6.23 | 31.07 | 18.52 | 20.47 | 9.35 | 26.23 | 15.93 | -1.94 | -34.47 | -21.49 | 0.23 | 13.32 | 11.49 | 2.85 | 20.35 | 20.21 | 3.89 | -23.81 | -2.58 | 4.30 |
| Sharpe Ratio | NA | 1.61 | -0.27 | 0.18 | 0.07 | NA | NA | 0.04 | 0.37 | 0.11 | -0.64 | -1.33 | 1.56 | -0.44 | -0.06 | -0.47 | 2.98 | 0.86 | 0.76 | 0.42 | 1.29 | 0.47 | -0.05 | -0.67 | -0.37 | -0.03 | 0.37 | 0.36 | 0.05 | 1.07 | 1.10 | 0.10 | -0.55 | -0.09 | 0.05 |
| Standard Deviation(%) | NA | 21.32 | 22.58 | 22.24 | 22.81 | NA | NA | 32.51 | 21.63 | 22.12 | 26.34 | 14.09 | 19.12 | 38.87 | 22.75 | 16.16 | 10.25 | 21.19 | 26.98 | 22.02 | 20.34 | 34.37 | 36.73 | 51.26 | 59.01 | 22.99 | 28.39 | 23.03 | 12.81 | 18.17 | 17.75 | 28.71 | 48.33 | 72.27 | 44.82 |
| Draw Down(%) | NA | 18.32 | 37.92 | 48.09 | 54.84 | NA | NA | 60.90 | 10.70 | 22.61 | 31.85 | 25.63 | 7.18 | 41.41 | 28.34 | 23.95 | 4.35 | 7.92 | 14.08 | 9.85 | 6.85 | 19.13 | 23.32 | 47.72 | 34.96 | 12.09 | 10.53 | 8.33 | 8.58 | 12.12 | 4.71 | 20.93 | 33.33 | 28.41 | 16.98 |
| Yield(%) | 0.00 | 4.84 | 3.02 | 4.65 | 4.14 | 4.70 | 3.30 | 2.95 | 1.30 | 4.05 | 3.41 | 3.59 | 4.52 | 3.71 | 3.37 | 3.58 | 3.43 | 3.52 | 3.75 | 3.80 | 4.46 | 4.57 | 4.11 | 2.61 | 2.78 | 2.78 | 3.02 | 3.12 | 2.96 | 3.27 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 03/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBM (F & M Bank Corp) |
-24.11%
Jun 2008 - Jun 2011 |
-12.15%
May 2006 - May 2011 |
-3.98%
Mar 2001 - Mar 2011 |
-0.75%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBM (F & M Bank Corp) |
24.99%
Nov 2014 - Nov 2017 |
21.19%
Jun 2013 - Jun 2018 |
12.84%
Jun 2011 - Jun 2021 |
8.25%
Jul 2003 - Jul 2018 |
Annualized Rolling Returns Comparison Chart