Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRBK (Harbor Bankshares Corporation) | 65.56% | 101.75% | 36.75% | 53.51% | 20.74% | 8.65% | NA | 8.59% |
Data as of 07/02/2025, AR inception is 02/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRBK (Harbor Bankshares Corporation) | 02/12/2009 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.48 | 101.75 | 36.75 | 53.51 | 20.74 | 8.65 | NA | 8.59 | 65.56 | 45.23 | -31.50 | 1,009.02 | -28.11 | 236.36 | -26.67 | -46.43 | -44.00 | 10.13 | -43.25 | 133.92 | 36.80 | 31.58 | 72.73 | -92.52 | 13.08 |
| Sharpe Ratio | NA | 1.10 | 0.35 | 0.80 | 0.19 | NA | NA | 0.04 | 1.43 | 0.78 | -0.56 | 8.14 | -0.30 | 1.09 | -0.44 | -0.36 | -0.69 | 0.13 | -0.32 | 0.92 | 1.17 | 0.09 | 0.41 | -0.73 | 0.32 |
| Standard Deviation(%) | NA | 49.07 | 74.86 | 108.10 | 107.71 | NA | NA | 139.06 | 51.80 | 53.38 | 62.89 | 125.13 | 92.65 | 214.97 | 63.82 | 132.85 | 64.53 | 75.97 | 136.78 | 145.24 | 31.33 | 341.90 | 178.27 | 126.08 | 45.95 |
| Draw Down(%) | NA | 18.72 | 68.48 | 73.96 | 92.57 | NA | NA | 96.11 | 18.72 | 25.20 | 60.18 | 38.46 | 66.33 | 73.96 | 38.67 | 78.00 | 69.71 | 57.54 | 73.41 | 50.00 | 0.00 | 88.78 | 75.00 | 92.52 | 23.08 |
| Yield(%) | 0.00 | 18.60 | 11.40 | 22.81 | 8.81 | 3.10 | 2.50 | 3.13 | 15.27 | 10.00 | 1.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 02/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRBK (Harbor Bankshares Corporation) |
-52.34%
Feb 2016 - Feb 2019 |
-38.41%
Mar 2015 - Mar 2020 |
-26.25%
Mar 2010 - Mar 2020 |
3.44%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRBK (Harbor Bankshares Corporation) |
303.25%
Apr 2020 - Apr 2023 |
125.58%
Mar 2020 - Mar 2025 |
33.78%
Apr 2013 - Apr 2023 |
7.92%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart