Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HBKS (Heritage Bankshares, Inc.) NA 0.00% 0.00% 0.00% 0.00% 0.00% NA
Data as of 02/01/2016, Common starting date is 07/03/1996
More Performance Analytics Comparison
Name Start Date End Date
HBKS (Heritage Bankshares, Inc.) 07/03/1996 02/01/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 1996
Annualized Return (%) 0.00 0.00 0.00 0.00 0.00 0.00 NA 133.33 0.00
Sharpe Ratio NA 0.12 0.02 0.00 -0.01 NA NA -0.01 NA
Standard Deviation(%) NA 951.09 951.09 951.09 951.09 NA NA 951.09 0.00
Draw Down(%) NA 0.00 0.00 0.00 0.00 NA NA 0.00 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/01/2016, Common starting date is 07/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBKS (Heritage Bankshares, Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBKS (Heritage Bankshares, Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return