Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMOO (F&M Bancorp) | 0.69% | 3.28% | 7.36% | -1.07% | 5.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMOO (F&M Bancorp) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.28 | 7.36 | -1.07 | 5.49 | NA | NA | … | … | 0.69 | 8.56 | 10.13 | 3.32 | -25.08 | 22.46 | 3.87 | 16.93 | -4.17 | 25.99 | 4.05 | 11.11 | 4.74 | -6.54 | 20.96 |
| Sharpe Ratio | NA | 0.31 | 0.77 | -0.24 | 0.17 | NA | NA | … | … | -0.74 | 1.05 | 0.91 | -0.17 | -0.84 | 0.68 | 0.08 | 0.88 | -0.92 | 1.29 | 0.15 | 0.26 | 0.26 | -0.63 | 3.01 |
| Standard Deviation(%) | NA | 1.98 | 5.32 | 14.80 | 23.02 | NA | NA | … | … | 1.09 | 5.44 | 7.18 | 1.94 | 31.76 | 32.81 | 46.37 | 17.49 | 6.09 | 19.66 | 26.21 | 43.42 | 18.29 | 10.41 | 14.42 |
| Draw Down(%) | NA | 0.30 | 1.83 | 27.13 | 27.30 | NA | NA | … | … | 0.00 | 0.30 | 1.83 | 0.00 | 27.13 | 13.91 | 23.85 | 4.97 | 5.83 | 5.17 | 13.10 | 27.31 | 8.95 | 8.14 | 0.00 |
| Yield(%) | 0.00 | 3.51 | 3.59 | 2.25 | 2.96 | 3.04 | 2.28 | … | … | 0.69 | 3.61 | 3.42 | 3.25 | 1.26 | 2.35 | 2.31 | 1.86 | 1.67 | 1.86 | 1.80 | 1.90 | 1.88 | 1.62 | 1.90 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMOO (F&M Bancorp) |
-6.09%
Sep 2020 – Sep 2023 |
-1.07%
Apr 2021 – Apr 2026 |
4.07%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMOO (F&M Bancorp) |
14.38%
May 2016 – May 2019 |
12.48%
May 2016 – May 2021 |
9.41%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart