Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFWV (Jefferson Security Bank) | 22.48% | 29.09% | 22.86% | 4.64% | 9.19% | 8.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFWV (Jefferson Security Bank) | 06/21/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.09 | 22.86 | 4.64 | 9.19 | 8.77 | NA | … | … | 22.48 | 18.23 | 24.18 | 4.34 | -27.14 | 19.05 | -5.53 | -5.39 | 51.80 | 5.10 | -0.12 | 2.15 | -6.49 | 60.52 | 11.81 | -15.58 | -10.46 | -42.04 | -21.22 | 7.67 |
| Sharpe Ratio | NA | 0.72 | 0.42 | 0.06 | 0.19 | NA | NA | … | … | 2.59 | 0.17 | 0.84 | 0.02 | -1.25 | 1.03 | -0.08 | -0.28 | 0.99 | 0.31 | -0.03 | 0.28 | -0.51 | 2.27 | 1.07 | -1.00 | -0.25 | -0.90 | -1.11 | 2.02 |
| Standard Deviation(%) | NA | 32.33 | 46.45 | 38.18 | 40.33 | NA | NA | … | … | 23.82 | 87.26 | 24.84 | 28.18 | 21.30 | 20.46 | 70.78 | 24.70 | 51.39 | 14.22 | 10.43 | 7.56 | 12.87 | 26.61 | 11.10 | 15.56 | 42.99 | 46.91 | 19.97 | 6.07 |
| Draw Down(%) | NA | 19.96 | 28.80 | 37.11 | 47.68 | NA | NA | … | … | 7.69 | 28.80 | 6.33 | 16.97 | 35.45 | 11.83 | 47.68 | 19.38 | 29.62 | 5.74 | 4.85 | 4.04 | 9.14 | 10.29 | 6.11 | 18.13 | 36.09 | 43.36 | 22.20 | 0.00 |
| Yield(%) | 0.00 | 2.83 | 2.42 | 1.56 | 2.67 | 3.10 | 1.20 | … | … | 1.41 | 1.08 | 1.66 | 3.23 | 2.17 | 1.18 | 2.07 | 2.34 | 2.13 | 1.80 | 1.52 | 1.37 | 1.27 | 2.44 | 2.67 | 2.00 | 1.75 | 1.29 | 1.91 | 1.89 |
Data as of 06/03/2026, Common starting date is 06/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFWV (Jefferson Security Bank) |
-31.55%
Jul 2007 – Jul 2010 |
-17.69%
Oct 2007 – Oct 2012 |
-4.99%
Oct 2007 – Oct 2017 |
-2.21%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFWV (Jefferson Security Bank) |
23.72%
Mar 2023 – Mar 2026 |
17.92%
Mar 2013 – Mar 2018 |
11.56%
Feb 2012 – Feb 2022 |
9.04%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart