Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RVCB (River Valley Community Bancorp) -0.26% -21.76% 2.53% 4.78% 11.19% 12.92% NA
Data as of 06/03/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
Name Start Date End Date
RVCB (River Valley Community Bancorp) 04/25/2011 06/03/2026
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
Annualized Return (%) 0.21 -21.76 2.53 4.78 11.19 12.92 NA -0.26 3.13 7.18 -4.35 4.55 28.21 7.25 -11.11 13.12 78.39 12.63 33.35 -13.14 13.33 23.89 23.62
Sharpe Ratio NA -0.82 -0.05 0.07 0.25 NA NA -0.13 0.01 0.11 -0.23 0.06 0.63 0.20 -0.40 0.43 1.77 0.38 0.57 -0.26 0.34 0.30 0.91
Standard Deviation(%) NA 29.91 33.73 41.85 37.96 NA NA 27.32 37.46 33.51 35.73 55.80 44.76 34.93 31.73 27.49 44.16 32.42 58.57 49.72 39.39 80.29 39.35
Draw Down(%) NA 24.68 24.68 32.72 32.72 NA NA 6.98 24.68 17.39 15.80 22.00 23.87 19.35 17.73 14.48 20.25 17.04 26.67 32.79 19.05 29.55 17.50
Yield(%) 0.00 0.68 0.31 0.18 0.20 0.52 0.39 0.58 0.30 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.65 0.00 1.91 0.00
Data as of 06/03/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVCB (River Valley Community Bancorp) -8.05%
Sep 2012 – Sep 2015
2.84%
Jan 2019 – Jan 2024
9.66%
Mar 2016 – Mar 2026
12.90%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVCB (River Valley Community Bancorp) 44.86%
Sep 2015 – Sep 2018
28.68%
May 2012 – May 2017
20.68%
Sep 2011 – Sep 2021
12.90%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return