Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBS (Potomac Bancshares Inc) | 25.67% | 37.54% | 17.01% | 12.90% | 12.99% | 12.41% | 4.28% | … | … |
Data as of 06/04/2026, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBS (Potomac Bancshares Inc) | 01/04/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.99 | 37.54 | 17.01 | 12.90 | 12.99 | 12.41 | 4.28 | … | … | 25.67 | 14.46 | 17.29 | -6.37 | -9.34 | 52.58 | -10.36 | 2.00 | 0.81 | 52.88 | 14.30 | 8.45 | 13.42 | 33.63 | 41.77 | -18.26 | -15.65 | -37.48 | -18.91 | -19.10 | -4.30 | 25.80 | 24.77 | 56.76 | 27.66 | 43.15 | -25.38 | -18.27 |
| Sharpe Ratio | NA | 1.30 | 0.52 | 0.39 | 0.44 | NA | NA | … | … | 2.74 | 0.37 | 0.46 | -0.44 | -0.36 | 1.66 | -0.31 | 0.08 | -0.04 | 2.29 | 0.60 | 0.34 | 0.61 | 0.94 | 0.42 | -0.37 | -0.27 | -0.57 | -0.41 | -1.13 | -0.33 | 0.72 | 1.14 | 1.67 | 1.10 | 1.07 | -0.68 | -0.90 |
| Standard Deviation(%) | NA | 25.41 | 28.40 | 27.85 | 25.78 | NA | NA | … | … | 22.07 | 31.20 | 29.44 | 22.99 | 30.19 | 31.71 | 33.90 | 7.00 | 15.92 | 22.90 | 23.63 | 25.04 | 21.82 | 35.57 | 99.23 | 48.91 | 59.21 | 65.39 | 48.50 | 19.71 | 23.83 | 32.51 | 20.86 | 33.62 | 24.12 | 38.92 | 43.54 | 23.97 |
| Draw Down(%) | NA | 8.84 | 21.12 | 26.92 | 42.49 | NA | NA | … | … | 6.12 | 14.18 | 8.73 | 18.90 | 18.09 | 10.67 | 35.16 | 5.53 | 15.00 | 8.48 | 10.93 | 17.04 | 11.45 | 12.28 | 46.88 | 41.39 | 32.18 | 45.48 | 41.02 | 23.05 | 11.01 | 18.82 | 6.93 | 11.40 | 6.32 | 12.17 | 34.33 | 19.51 |
| Yield(%) | 0.00 | 3.09 | 3.03 | 2.95 | 4.01 | 4.95 | 1.75 | … | … | 1.48 | 3.00 | 3.07 | 2.32 | 1.90 | 2.77 | 1.99 | 1.99 | 1.96 | 2.72 | 2.91 | 2.59 | 2.34 | 2.11 | 0.00 | 0.41 | 0.00 | 2.80 | 3.72 | 2.68 | 2.20 | 2.40 | 2.57 | 2.99 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBS (Potomac Bancshares Inc) |
-32.85%
Jul 2007 – Jul 2010 |
-22.32%
Dec 2006 – Dec 2011 |
-6.54%
Sep 2005 – Sep 2015 |
-1.76%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBS (Potomac Bancshares Inc) |
47.38%
Oct 2000 – Oct 2003 |
37.77%
Oct 2000 – Oct 2005 |
19.07%
Dec 2011 – Dec 2021 |
12.29%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart