Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMTA (HomeTown Bankshares Corporation) | NA | 20.60% | 15.69% | NA | NA | NA | NA | … | … |
Data as of 03/29/2019, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMTA (HomeTown Bankshares Corporation) | 10/02/2015 | 03/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 20.60 | 15.69 | NA | NA | NA | NA | … | … | 20.86 | 30.11 | 17.57 |
| Sharpe Ratio | NA | 0.48 | 0.36 | NA | NA | NA | NA | … | … | 3.84 | 0.30 | 7.69 |
| Standard Deviation(%) | NA | 38.20 | 38.36 | NA | NA | NA | NA | … | … | 30.49 | 42.56 | 12.36 |
| Draw Down(%) | NA | 26.79 | 26.79 | NA | NA | NA | NA | … | … | 8.87 | 26.79 | 1.18 |
| Yield(%) | 0.00 | 0.67 | 0.29 | 0.22 | 0.11 | 0.07 | 0.05 | … | … | 0.00 | 0.71 | 0.00 |
Data as of 03/29/2019, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMTA (HomeTown Bankshares Corporation) |
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 |
|---|---|---|---|---|
| HMTA (HomeTown Bankshares Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart