Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTVB (Mountain Valley Bancshares Inc) | NA | 5.75% | 2.21% | 1.56% | 1.03% | NA | NA | … | … |
Data as of 07/28/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTVB (Mountain Valley Bancshares Inc) | 06/19/2012 | 07/28/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.75 | 2.21 | 1.56 | 1.03 | NA | NA | … | … | 0.97 | 5.74 | 0.00 | 2.47 | 0.00 | 15.71 | 0.00 | -7.89 | -5.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.14 | 0.67 | 0.34 | 0.09 | NA | NA | … | … | 0.87 | 1.23 | 0.00 | 0.44 | 0.00 | 0.95 | 0.00 | -0.96 | -0.49 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 4.72 | 2.75 | 2.46 | 6.73 | NA | NA | … | … | 1.28 | 4.67 | NA | 2.44 | NA | 15.91 | NA | 8.22 | 10.19 | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 1.22 | 12.50 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.22 | 0.00 | 7.89 | 8.75 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.82 | 2.79 | 2.73 | 2.51 | 1.70 | 1.28 | … | … | 0.48 | 2.82 | 2.77 | 2.84 | 2.72 | 2.86 | 2.71 | 2.37 | 2.25 | 2.13 | 2.13 |
Data as of 07/28/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTVB (Mountain Valley Bancshares Inc) |
-4.35%
Jul 2012 – Jul 2015 |
0.25%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTVB (Mountain Valley Bancshares Inc) |
5.84%
Feb 2016 – Feb 2019 |
4.63%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart