Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVE (Riverview Financial Corporation) | NA | 106.27% | 5.04% | 6.11% | 3.24% | NA | NA | … | … |
Data as of 11/30/2021, Common starting date is 09/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVE (Riverview Financial Corporation) | 09/04/2009 | 11/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.06 | 106.27 | 5.04 | 6.11 | 3.24 | NA | NA | … | … | 69.07 | -26.74 | 14.59 | -17.11 | 13.36 | -12.12 | -13.44 | 58.03 | -8.10 | -4.55 | 1.01 | 6.24 | -21.15 |
| Sharpe Ratio | NA | 2.94 | 0.08 | 0.13 | 0.07 | NA | NA | … | … | 2.23 | -0.37 | -0.23 | -1.28 | -0.25 | -1.76 | -1.06 | 0.97 | -0.85 | -0.75 | -0.28 | -0.33 | -1.98 |
| Standard Deviation(%) | NA | 36.16 | 52.37 | 43.02 | 38.02 | NA | NA | … | … | 34.85 | 72.47 | 37.33 | 30.21 | 23.87 | 26.19 | 30.25 | 40.68 | 31.14 | 30.92 | 63.32 | 37.01 | 41.74 |
| Draw Down(%) | NA | 14.45 | 69.63 | 71.81 | 74.19 | NA | NA | … | … | 14.45 | 69.63 | 23.85 | 29.79 | 17.06 | 16.67 | 25.63 | 17.45 | 21.19 | 20.24 | 37.21 | 17.07 | 21.15 |
| Yield(%) | 0.00 | 0.00 | 1.50 | 2.59 | 3.20 | 2.04 | 1.53 | … | … | 0.00 | 1.10 | 3.21 | 2.28 | 4.60 | 4.17 | 3.93 | 4.82 | 2.19 | 3.42 | 1.88 | 1.76 | 0.46 |
Data as of 11/30/2021, Common starting date is 09/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVE (Riverview Financial Corporation) |
-26.37%
Jun 2017 – Jun 2020 |
-14.82%
Jun 2015 – Jun 2020 |
-4.60%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVE (Riverview Financial Corporation) |
11.50%
Dec 2011 – Dec 2014 |
9.69%
Mar 2010 – Mar 2015 |
2.77%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart