Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVCB (FVCBankcorp, Inc.) | 16.23% | 43.38% | 15.10% | 1.96% | 1.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVCB (FVCBankcorp, Inc.) | 05/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 43.38 | 15.10 | 1.96 | 1.27 | NA | NA | … | … | 16.23 | 11.68 | -11.48 | -6.92 | -3.10 | 33.88 | -15.86 | -0.80 | 0.51 | 4.29 | -2.61 | 29.12 |
| Sharpe Ratio | NA | 1.37 | 0.30 | 0.00 | -0.01 | NA | NA | … | … | 1.75 | 0.24 | -0.34 | -0.22 | -0.24 | 1.00 | -0.20 | -0.10 | -0.03 | 0.13 | -0.11 | 1.56 |
| Standard Deviation(%) | NA | 25.32 | 41.06 | 36.42 | 40.76 | NA | NA | … | … | 20.85 | 36.93 | 44.08 | 48.37 | 18.90 | 33.94 | 81.75 | 23.25 | 26.81 | 28.03 | 25.33 | 30.40 |
| Draw Down(%) | NA | 13.22 | 34.35 | 50.64 | 55.34 | NA | NA | … | … | 10.62 | 26.98 | 29.65 | 45.24 | 16.05 | 13.81 | 46.35 | 16.67 | 22.48 | 19.48 | 20.95 | 8.84 |
| Yield(%) | 0.00 | 2.20 | 0.78 | 0.27 | 0.33 | 0.29 | 0.22 | … | … | 0.93 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVCB (FVCBankcorp, Inc.) |
-21.13%
Jul 2017 – Jul 2020 |
-9.82%
Sep 2015 – Sep 2020 |
-0.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVCB (FVCBankcorp, Inc.) |
18.37%
Apr 2023 – Apr 2026 |
10.28%
Jul 2020 – Jul 2025 |
1.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart