Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSVB (Mid-Southern Bancorp Inc) | NA | 22.50% | 12.43% | 7.96% | 12.52% | 10.08% | 6.02% | … | … |
Data as of 11/14/2025, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSVB (Mid-Southern Bancorp Inc) | 10/26/1999 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 22.50 | 12.43 | 7.96 | 12.52 | 10.08 | 6.02 | … | … | 18.26 | 50.96 | -20.45 | -12.12 | 4.78 | 7.81 | 16.80 | 21.11 | 2.34 | 58.84 | 38.50 | -39.94 | 18.65 | 25.51 | -10.59 | 32.92 | 0.67 | -20.14 | -23.75 | -1.06 | -15.75 | 23.28 | 56.46 | 29.32 | 80.01 | -5.00 | -13.29 |
| Sharpe Ratio | NA | 1.86 | 0.30 | 0.20 | 0.36 | NA | NA | … | … | 1.74 | 1.34 | -0.65 | -0.61 | 0.17 | 0.16 | 1.02 | 0.56 | 0.05 | 2.84 | 1.71 | -1.86 | 1.41 | 2.50 | -0.29 | 1.11 | 0.01 | -0.49 | -1.91 | -0.29 | -1.09 | 0.61 | 1.78 | 1.20 | 1.89 | -0.20 | -2.44 |
| Standard Deviation(%) | NA | 10.47 | 30.00 | 28.72 | 30.54 | NA | NA | … | … | 10.45 | 33.20 | 38.33 | 22.04 | 28.31 | 46.45 | 15.11 | 35.28 | 37.11 | 20.68 | 22.47 | 21.52 | 13.16 | 10.26 | 37.22 | 29.61 | 88.04 | 42.99 | 14.06 | 15.17 | 16.44 | 36.36 | 31.38 | 23.52 | 41.97 | 46.23 | 23.69 |
| Draw Down(%) | NA | 4.79 | 31.00 | 42.52 | 42.52 | NA | NA | … | … | 4.79 | 7.54 | 31.00 | 17.47 | 12.91 | 29.84 | 6.64 | 17.36 | 27.36 | 2.96 | 8.50 | 40.54 | 7.78 | 0.00 | 24.14 | 14.14 | 40.42 | 41.31 | 26.44 | 7.14 | 24.26 | 37.30 | 11.50 | 9.94 | 19.00 | 19.64 | 13.29 |
| Yield(%) | 0.00 | 0.41 | 1.38 | 1.28 | 1.71 | 2.25 | 1.75 | … | … | 0.40 | 2.37 | 1.87 | 1.20 | 0.69 | 0.45 | 0.67 | 0.21 | 0.27 | 0.00 | 0.00 | 0.00 | 3.61 | 4.36 | 3.74 | 4.76 | 4.55 | 3.49 | 2.59 | 2.47 | 1.96 | 1.79 | 3.62 | 4.51 | 7.69 | 1.50 | 0.00 |
Data as of 11/14/2025, Common starting date is 10/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVB (Mid-Southern Bancorp Inc) |
-26.67%
Feb 2006 – Feb 2009 |
-22.38%
Feb 2004 – Feb 2009 |
-6.26%
Mar 2005 – Mar 2015 |
2.33%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVB (Mid-Southern Bancorp Inc) |
71.34%
Feb 2001 – Feb 2004 |
37.10%
Feb 2000 – Feb 2005 |
18.05%
Feb 2009 – Feb 2019 |
12.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart