Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXNC (First National Corporation) | 18.57% | 54.94% | 27.28% | 11.91% | 14.50% | 9.06% | 2.75% | … | … |
Data as of 06/11/2026, Common starting date is 01/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXNC (First National Corporation) | 01/14/1999 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.30 | 54.94 | 27.28 | 11.91 | 14.50 | 9.06 | 2.75 | … | … | 18.57 | 12.75 | 10.32 | 31.50 | -23.32 | 39.45 | -18.86 | 12.27 | 8.87 | 41.39 | 45.25 | 4.63 | 54.53 | 7.62 | -12.50 | -51.84 | 34.08 | -35.89 | -25.78 | -14.89 | 1.65 | 31.14 | 28.05 | 71.21 | 27.46 | 52.67 | -15.28 | -10.00 |
| Sharpe Ratio | NA | 2.15 | 0.93 | 0.36 | 0.47 | NA | NA | … | … | 1.68 | 0.37 | 0.26 | 1.16 | -1.00 | 1.45 | -0.45 | 0.32 | 0.42 | 1.88 | 3.33 | 0.19 | 1.67 | 0.15 | -0.27 | -0.98 | 0.57 | -0.54 | -0.54 | -0.51 | -0.06 | 1.37 | 1.20 | 2.79 | 1.25 | 1.93 | -0.89 | -0.56 |
| Standard Deviation(%) | NA | 22.98 | 25.25 | 25.47 | 27.05 | NA | NA | … | … | 24.15 | 26.49 | 25.31 | 24.29 | 24.85 | 27.14 | 41.99 | 33.27 | 18.03 | 21.78 | 13.51 | 24.24 | 32.55 | 49.62 | 46.66 | 53.21 | 59.47 | 66.53 | 49.32 | 35.26 | 27.54 | 21.16 | 22.54 | 25.28 | 21.11 | 26.49 | 21.87 | 24.65 |
| Draw Down(%) | NA | 10.42 | 31.57 | 39.91 | 42.63 | NA | NA | … | … | 10.42 | 30.17 | 31.57 | 27.59 | 38.39 | 9.61 | 37.61 | 25.43 | 23.03 | 11.36 | 5.08 | 20.17 | 12.36 | 39.33 | 38.33 | 64.82 | 31.03 | 44.73 | 36.95 | 24.19 | 9.91 | 6.99 | 8.78 | 13.68 | 8.54 | 11.03 | 21.30 | 16.13 |
| Yield(%) | 0.00 | 3.40 | 4.30 | 3.19 | 4.72 | 3.06 | 1.43 | … | … | 1.39 | 2.80 | 3.57 | 3.49 | 2.43 | 2.85 | 2.06 | 1.86 | 1.11 | 1.09 | 1.36 | 1.16 | 1.33 | 0.00 | 0.00 | 1.57 | 7.00 | 3.39 | 2.55 | 1.98 | 1.88 | 2.14 | 2.45 | 3.67 | 7.22 | 4.28 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXNC (First National Corporation) |
-36.07%
May 2009 – May 2012 |
-30.13%
May 2007 – May 2012 |
-9.30%
Oct 2005 – Oct 2015 |
-2.50%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXNC (First National Corporation) |
53.58%
Mar 2001 – Mar 2004 |
42.06%
Nov 2000 – Nov 2005 |
20.24%
May 2012 – May 2022 |
9.30%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart