Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKG (Hocking Valley Bancshares Inc) | 0.77% | 38.75% | 17.57% | -73.09% | -46.20% | -33.15% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKG (Hocking Valley Bancshares Inc) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 38.75 | 17.57 | -73.09 | -46.20 | -33.15 | NA | … | … | 0.77 | 42.47 | 13.09 | -17.72 | -96.77 | -97.02 | 9.64 | 4.29 | 7.33 | 11.52 | 5.61 | 29.84 | -15.01 | 9.81 | -5.08 | 0.17 | 2.48 | 21.51 |
| Sharpe Ratio | NA | 1.18 | 0.54 | -0.12 | -0.11 | NA | NA | … | … | -0.06 | 1.45 | 0.24 | -0.69 | -0.09 | -0.14 | 0.25 | 0.68 | 0.58 | 0.62 | 0.65 | 1.33 | -0.47 | 0.58 | -0.51 | 0.81 | 0.91 | 0.94 |
| Standard Deviation(%) | NA | 25.83 | 26.10 | 605.44 | 417.89 | NA | NA | … | … | 24.32 | 27.76 | 27.21 | 32.22 | 1,148.97 | 693.16 | 37.98 | 4.22 | 10.34 | 17.62 | 8.31 | 22.45 | 32.26 | 16.72 | 10.23 | 0.18 | 2.63 | 26.46 |
| Draw Down(%) | NA | 8.59 | 16.79 | 99.94 | 99.94 | NA | NA | … | … | 8.59 | 8.26 | 11.90 | 30.40 | 97.99 | 97.13 | 22.42 | 1.38 | 5.66 | 10.61 | 3.28 | 0.00 | 17.10 | 8.62 | 6.90 | 0.03 | 0.17 | 10.62 |
| Yield(%) | 0.00 | 3.50 | 3.25 | 0.09 | 1.23 | 1.45 | 1.35 | … | … | 0.69 | 3.75 | 3.14 | 2.77 | 2.59 | 0.14 | 2.16 | 2.17 | 2.10 | 2.11 | 2.18 | 2.69 | 2.19 | 2.31 | 1.91 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKG (Hocking Valley Bancshares Inc) |
-91.19%
Aug 2019 – Aug 2022 |
-76.72%
Jun 2017 – Jun 2022 |
-49.81%
Jun 2012 – Jun 2022 |
-35.24%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKG (Hocking Valley Bancshares Inc) |
28.45%
Sep 2022 – Sep 2025 |
11.80%
Jan 2015 – Jan 2020 |
5.63%
Jun 2011 – Jun 2021 |
-33.15%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart