Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXBC (Oxford Bank Corporation) | 5.97% | 27.17% | 14.63% | 7.08% | 16.54% | 27.00% | -1.47% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXBC (Oxford Bank Corporation) | 01/04/2000 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 27.17 | 14.63 | 7.08 | 16.54 | 27.00 | -1.47 | … | … | 5.97 | 20.86 | 7.81 | 4.12 | -8.06 | 27.18 | 10.23 | 34.64 | -3.61 | 50.00 | 31.15 | 14.37 | 26.18 | 95.08 | 132.14 | 460.00 | -90.47 | -67.86 | -73.23 | -44.67 | -0.52 | -15.79 | 18.74 | 10.11 | 12.61 | -5.05 | -5.91 |
| Sharpe Ratio | NA | 1.76 | 0.97 | 0.26 | 0.71 | NA | NA | … | … | 1.46 | 1.28 | 0.15 | -0.01 | -0.36 | 1.44 | 0.29 | 1.60 | -0.56 | 1.66 | 1.66 | 0.53 | 0.41 | 1.20 | 0.64 | 1.43 | -0.19 | -0.27 | -0.58 | -1.41 | -0.50 | -0.97 | 0.97 | 0.87 | 0.37 | -0.14 | -0.33 |
| Standard Deviation(%) | NA | 13.49 | 11.38 | 16.27 | 20.91 | NA | NA | … | … | 7.39 | 14.28 | 8.30 | 16.33 | 25.98 | 18.92 | 34.25 | 20.75 | 8.82 | 29.83 | 18.59 | 26.94 | 63.13 | 78.97 | 209.65 | 321.34 | 477.63 | 248.98 | 128.08 | 33.85 | 7.60 | 18.52 | 18.43 | 10.82 | 31.41 | 54.04 | 30.37 |
| Draw Down(%) | NA | 4.88 | 6.05 | 19.41 | 31.27 | NA | NA | … | … | 2.39 | 4.88 | 4.11 | 14.42 | 17.69 | 7.84 | 31.27 | 11.14 | 8.33 | 12.84 | 6.52 | 16.95 | 21.62 | 29.05 | 56.86 | 73.23 | 97.14 | 87.46 | 79.66 | 48.61 | 6.84 | 18.51 | 6.61 | 4.17 | 15.69 | 19.47 | 18.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | … | … | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 1.74 | 2.28 | 1.81 | 2.10 | 2.14 | 2.05 | 1.71 | 1.52 |
Data as of 06/04/2026, Common starting date is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXBC (Oxford Bank Corporation) |
-84.92%
Sep 2007 – Sep 2010 |
-69.59%
Sep 2005 – Sep 2010 |
-44.34%
Sep 2000 – Sep 2010 |
-11.62%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXBC (Oxford Bank Corporation) |
243.77%
Nov 2010 – Nov 2013 |
126.32%
Nov 2010 – Nov 2015 |
65.05%
Nov 2010 – Nov 2020 |
44.62%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart