Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBSI (Highlands Bankshares Inc) | 7.67% | 39.36% | 7.13% | 9.88% | 9.04% | 10.58% | 5.52% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBSI (Highlands Bankshares Inc) | 01/13/1999 | 06/03/2026 |
| 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 (%) | 1.80 | 39.36 | 7.13 | 9.88 | 9.04 | 10.58 | 5.52 | … | … | 7.67 | 37.92 | -10.45 | -6.72 | 0.93 | 32.42 | -7.92 | -11.34 | 15.76 | 18.87 | 45.56 | -1.71 | 6.07 | 84.67 | 6.72 | -25.56 | -9.33 | -20.64 | 1.16 | -5.85 | 6.26 | 24.58 | -8.15 | 37.63 | 35.37 | 5.43 | -18.54 | -3.79 |
| Sharpe Ratio | NA | 1.59 | 0.26 | 0.33 | 0.31 | NA | NA | … | … | 0.75 | 1.64 | -0.63 | -0.41 | -0.03 | 1.59 | -0.18 | -1.26 | 1.04 | 1.08 | 2.83 | -0.08 | 0.28 | 4.56 | 0.33 | -1.38 | -0.13 | -0.45 | 0.00 | -0.61 | 0.34 | 1.39 | -0.70 | 1.93 | 1.18 | 0.16 | -1.14 | -0.38 |
| Standard Deviation(%) | NA | 21.51 | 22.59 | 21.17 | 23.21 | NA | NA | … | … | 16.29 | 21.46 | 22.46 | 25.26 | 15.20 | 20.74 | 46.28 | 10.18 | 13.83 | 17.01 | 16.02 | 21.60 | 21.48 | 18.55 | 20.65 | 18.60 | 73.35 | 46.26 | 47.91 | 14.92 | 8.37 | 16.10 | 13.12 | 19.10 | 29.08 | 18.92 | 20.05 | 19.12 |
| Draw Down(%) | NA | 6.44 | 29.69 | 29.69 | 42.51 | NA | NA | … | … | 5.35 | 6.44 | 23.54 | 14.37 | 5.70 | 5.69 | 38.58 | 12.67 | 6.19 | 10.37 | 4.43 | 14.61 | 11.85 | 5.23 | 9.34 | 26.90 | 38.48 | 37.84 | 23.05 | 15.01 | 4.52 | 7.46 | 15.31 | 6.45 | 9.67 | 7.22 | 19.39 | 9.63 |
| Yield(%) | 0.00 | 5.40 | 4.15 | 4.58 | 5.47 | 7.24 | 3.70 | … | … | 2.19 | 5.48 | 4.36 | 4.11 | 3.07 | 3.63 | 4.30 | 3.91 | 4.00 | 3.17 | 4.24 | 3.70 | 2.82 | 2.75 | 1.45 | 2.37 | 4.73 | 4.00 | 3.64 | 3.08 | 3.00 | 3.16 | 2.17 | 2.60 | 3.06 | 2.76 | 2.00 | 0.95 |
Data as of 06/03/2026, Common starting date is 01/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBSI (Highlands Bankshares Inc) |
-22.90%
Nov 2008 – Nov 2011 |
-13.45%
Jun 2007 – Jun 2012 |
-0.93%
Dec 2002 – Dec 2012 |
3.73%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBSI (Highlands Bankshares Inc) |
30.77%
Sep 2015 – Sep 2018 |
27.62%
Jun 2012 – Jun 2017 |
16.25%
Jul 2012 – Jul 2022 |
10.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart