Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBVA (Millenium Bankshares) | NA | -99.99% | -90.88% | -74.96% | -59.83% | -64.38% | -52.97% | … | … |
Data as of 03/18/2022, Common starting date is 02/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBVA (Millenium Bankshares) | 02/07/2002 | 03/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.99 | -90.88 | -74.96 | -59.83 | -64.38 | -52.97 | … | … | -99.91 | 120.00 | -50.00 | 0.00 | 0.00 | 0.00 | 0.00 | -75.00 | -47.37 | 38.18 | -50.89 | -17.04 | -84.12 | -51.43 | -93.31 | -43.88 | 7.75 | -3.89 | 12.78 | 22.58 | 0.93 |
| Sharpe Ratio | NA | -0.13 | -0.18 | -0.19 | -0.21 | NA | NA | … | … | -0.07 | 0.34 | -0.62 | -0.03 | 0.00 | -0.02 | 0.00 | -0.76 | -0.47 | 0.44 | -0.31 | -0.12 | -0.81 | -0.27 | -0.69 | -1.35 | 0.23 | -0.23 | 0.63 | 0.93 | 0.00 |
| Standard Deviation(%) | NA | 741.29 | 516.28 | 400.80 | 289.71 | NA | NA | … | … | 1,527.04 | 685.36 | 80.65 | 45.27 | NA | 25.89 | NA | 98.33 | 100.83 | 87.19 | 162.80 | 137.23 | 104.42 | 191.58 | 135.65 | 34.71 | 19.77 | 25.89 | 18.73 | 23.52 | 38.12 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 99.91 | 97.84 | 50.00 | 23.08 | 0.00 | 16.67 | 0.00 | 75.00 | 57.89 | 29.91 | 54.92 | 62.31 | 90.00 | 71.67 | 94.85 | 51.75 | 13.93 | 22.89 | 15.41 | 11.43 | 29.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.10 | … | … | 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 | 0.00 | 0.66 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/18/2022, Common starting date is 02/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBVA (Millenium Bankshares) |
-85.06%
Jun 2008 – Jun 2011 |
-74.74%
Jan 2007 – Jan 2012 |
-57.41%
Feb 2007 – Feb 2017 |
-48.72%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBVA (Millenium Bankshares) |
194.34%
Jun 2018 – Jun 2021 |
91.12%
Jun 2016 – Jun 2021 |
13.02%
Jun 2011 – Jun 2021 |
-28.99%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart