Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVYB (Golden Valley Bancshares Inc) | 12.65% | 14.44% | 4.09% | 11.58% | 7.99% | 9.13% | NA | 4.72% |
Data as of 08/01/2025, AR inception is 05/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVYB (Golden Valley Bancshares Inc) | 05/23/2008 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 14.44 | 4.09 | 11.58 | 7.99 | 9.13 | NA | 4.72 | 12.65 | 24.42 | -19.54 | -9.21 | 58.33 | -15.49 | -2.07 | 11.54 | 15.56 | 7.04 | -15.99 | 33.09 | 10.72 | 25.78 | -3.57 | -0.71 | -11.88 | -27.27 |
| Sharpe Ratio | NA | 0.86 | 0.04 | 0.39 | 0.26 | NA | NA | 0.10 | 1.19 | 1.65 | -0.99 | -0.78 | 2.69 | -0.37 | -0.12 | 0.48 | 0.61 | 0.33 | -0.58 | 1.41 | 0.68 | 0.68 | -0.10 | -0.03 | -0.12 | -0.57 |
| Standard Deviation(%) | NA | 13.17 | 17.18 | 24.31 | 25.18 | NA | NA | 37.30 | 16.60 | 10.93 | 24.10 | 13.56 | 34.03 | 42.24 | 28.80 | 21.26 | 24.49 | 20.84 | 27.38 | 23.50 | 15.66 | 38.25 | 36.92 | 27.79 | 96.96 | 72.93 |
| Draw Down(%) | NA | 7.00 | 34.78 | 43.75 | 43.75 | NA | NA | 54.55 | 7.00 | 3.59 | 34.78 | 16.00 | 11.10 | 32.41 | 20.00 | 19.44 | 7.92 | 13.20 | 20.86 | 10.64 | 8.19 | 18.50 | 24.83 | 22.22 | 37.50 | 36.36 |
| Yield(%) | 0.00 | 5.88 | 1.93 | 1.78 | 1.62 | 2.37 | 1.05 | 1.24 | 5.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 1.54 | 1.78 | 1.90 | 1.60 | 2.23 | 1.77 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 05/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVYB (Golden Valley Bancshares Inc) |
-14.62%
Sep 2008 - Sep 2011 |
-6.16%
Jul 2018 - Jul 2023 |
4.38%
Jul 2013 - Jul 2023 |
2.56%
Jul 2008 - Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVYB (Golden Valley Bancshares Inc) |
30.75%
Sep 2011 - Sep 2014 |
17.51%
Mar 2013 - Mar 2018 |
14.94%
Sep 2011 - Sep 2021 |
9.13%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart