Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVB (JD Bancshares Inc) | 11.37% | 38.61% | 12.67% | 10.60% | 5.48% | 5.16% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVB (JD Bancshares Inc) | 05/27/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 38.61 | 12.67 | 10.60 | 5.48 | 5.16 | NA | … | … | 11.37 | 32.65 | 2.72 | -7.05 | 5.53 | 13.82 | -8.98 | 7.39 | -2.49 | -1.47 | 3.40 | 7.27 | -0.74 | 20.01 | 6.16 | -11.17 | -2.46 | -6.90 | -1.69 |
| Sharpe Ratio | NA | 2.36 | 0.27 | 0.17 | 0.08 | NA | NA | … | … | 2.13 | 2.02 | -0.02 | -0.24 | 0.17 | 0.11 | -0.28 | 0.60 | -0.18 | -0.12 | 0.24 | 0.45 | -0.06 | 0.76 | 0.40 | -0.72 | -0.14 | -0.48 | -0.31 |
| Standard Deviation(%) | NA | 14.21 | 35.21 | 58.82 | 44.04 | NA | NA | … | … | 13.00 | 14.79 | 42.30 | 45.48 | 23.54 | 125.09 | 32.62 | 9.90 | 21.40 | 17.27 | 13.20 | 16.21 | 12.50 | 26.27 | 15.50 | 15.59 | 18.48 | 14.70 | 11.37 |
| Draw Down(%) | NA | 5.53 | 42.76 | 58.92 | 58.92 | NA | NA | … | … | 5.53 | 5.77 | 21.56 | 27.98 | 12.53 | 54.81 | 22.96 | 4.72 | 15.31 | 8.91 | 7.09 | 11.39 | 5.71 | 12.00 | 9.30 | 18.03 | 16.00 | 10.34 | 6.78 |
| Yield(%) | 0.00 | 3.53 | 3.92 | 2.07 | 2.03 | 2.26 | 1.48 | … | … | 0.97 | 4.86 | 4.63 | 3.86 | 3.64 | 2.28 | 1.57 | 2.21 | 2.05 | 1.96 | 1.99 | 2.09 | 2.00 | 2.27 | 2.27 | 1.89 | 1.74 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVB (JD Bancshares Inc) |
-8.59%
Oct 2008 – Oct 2011 |
-2.15%
Aug 2019 – Aug 2024 |
0.03%
Aug 2014 – Aug 2024 |
0.43%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVB (JD Bancshares Inc) |
12.67%
May 2023 – May 2026 |
12.67%
May 2021 – May 2026 |
5.63%
Feb 2013 – Feb 2023 |
5.30%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart