Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBRG (Middleburg Financial Corp) | NA | 89.28% | 34.45% | 22.69% | 4.36% | 6.23% | NA | … | … |
Data as of 03/31/2017, Common starting date is 01/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBRG (Middleburg Financial Corp) | 01/04/2001 | 03/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.94 | 89.28 | 34.45 | 22.69 | 4.36 | 6.23 | NA | … | … | 16.06 | 91.78 | 5.22 | 1.69 | 3.42 | 25.47 | 1.28 | 20.64 | -13.24 | -29.54 | -40.79 | 23.00 | -15.59 | -4.29 | 75.52 | 34.02 | 66.47 |
| Sharpe Ratio | NA | 2.46 | 0.50 | 0.05 | -0.47 | NA | NA | … | … | 3.33 | 2.31 | -0.76 | -0.66 | -0.50 | 0.25 | -0.57 | 0.07 | -0.53 | -0.96 | -2.96 | 0.03 | -1.48 | -0.92 | 2.08 | 0.80 | 1.39 |
| Standard Deviation(%) | NA | 22.46 | 21.96 | 25.12 | 34.28 | NA | NA | … | … | 19.20 | 24.84 | 17.42 | 25.55 | 30.18 | 27.73 | 30.16 | 29.15 | 60.10 | 51.20 | 21.30 | 19.10 | 24.71 | 25.91 | 26.99 | 17.91 | 33.89 |
| Draw Down(%) | NA | 9.09 | 14.53 | 20.28 | 67.57 | NA | NA | … | … | 9.09 | 6.49 | 8.99 | 14.53 | 18.14 | 12.59 | 19.34 | 23.33 | 31.41 | 44.56 | 42.96 | 16.91 | 24.50 | 18.51 | 12.04 | 11.05 | 13.89 |
| Yield(%) | 0.35 | 3.01 | 2.86 | 2.50 | 1.37 | 1.34 | 2.31 | … | … | 0.73 | 2.86 | 2.54 | 1.90 | 1.32 | 1.39 | 1.37 | 2.76 | 4.14 | 2.73 | 2.11 | 2.44 | 2.53 | 1.88 | 2.16 | 3.42 | 4.55 |
Data as of 03/31/2017, Common starting date is 01/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRG (Middleburg Financial Corp) |
-28.88%
Mar 2006 – Mar 2009 |
-19.58%
Jan 2004 – Jan 2009 |
-5.46%
Dec 2003 – Dec 2013 |
5.18%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRG (Middleburg Financial Corp) |
44.70%
Feb 2001 – Feb 2004 |
24.30%
Feb 2001 – Feb 2006 |
5.37%
Feb 2001 – Feb 2011 |
7.24%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison Chart