Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOWN (TowneBank) | 4.65% | 6.11% | 17.12% | 4.76% | 7.57% | 9.80% | 5.28% | … | … |
Data as of 06/04/2026, Common starting date is 05/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOWN (TowneBank) | 05/06/1999 | 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 (%) | -0.09 | 6.11 | 17.12 | 4.76 | 7.57 | 9.80 | 5.28 | … | … | 4.65 | 1.03 | 18.35 | 0.26 | 0.67 | 37.97 | -12.27 | 19.23 | -20.40 | -5.50 | 62.88 | 41.67 | 1.04 | 1.92 | 29.44 | -21.07 | 38.97 | -51.75 | 56.72 | -16.55 | 4.26 | -11.51 | -14.27 | 62.41 | 20.55 | 41.64 | 6.43 | 11.55 |
| Sharpe Ratio | NA | 0.05 | 0.52 | 0.09 | 0.20 | NA | NA | … | … | 0.44 | -0.07 | 0.52 | -0.11 | -0.03 | 1.29 | -0.21 | 0.84 | -0.99 | -0.27 | 2.69 | 1.84 | 0.05 | 0.07 | 1.06 | -0.45 | 0.95 | -0.77 | 0.80 | -0.64 | 0.04 | -0.52 | -0.36 | 2.08 | 0.49 | 0.88 | 0.05 | 0.28 |
| Standard Deviation(%) | NA | 22.76 | 26.84 | 26.73 | 30.50 | NA | NA | … | … | 23.00 | 24.87 | 28.17 | 30.83 | 24.63 | 29.37 | 59.00 | 21.21 | 21.97 | 22.86 | 23.33 | 22.65 | 21.09 | 26.11 | 27.89 | 47.31 | 40.81 | 67.39 | 69.36 | 30.67 | 22.49 | 26.52 | 42.50 | 29.65 | 39.47 | 45.60 | 48.25 | 53.01 |
| Draw Down(%) | NA | 14.28 | 18.36 | 35.27 | 52.72 | NA | NA | … | … | 13.92 | 18.36 | 12.83 | 31.13 | 21.39 | 13.56 | 44.13 | 15.87 | 30.84 | 15.57 | 20.26 | 11.11 | 17.27 | 19.61 | 16.27 | 37.11 | 21.68 | 54.67 | 37.01 | 26.86 | 17.39 | 23.82 | 37.70 | 16.96 | 24.58 | 14.08 | 23.65 | 21.35 |
| Yield(%) | 0.00 | 5.28 | 5.28 | 3.41 | 3.94 | 5.71 | 3.06 | … | … | 2.92 | 3.19 | 3.36 | 3.21 | 2.78 | 3.37 | 2.59 | 2.88 | 2.03 | 2.09 | 2.48 | 3.06 | 2.86 | 2.38 | 2.66 | 1.95 | 2.73 | 1.28 | 1.99 | 1.63 | 2.76 | 0.60 | 0.40 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOWN (TowneBank) |
-19.11%
Dec 2008 – Dec 2011 |
-13.95%
Feb 2004 – Feb 2009 |
-5.09%
Feb 2004 – Feb 2014 |
0.48%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOWN (TowneBank) |
49.49%
Mar 2001 – Mar 2004 |
25.20%
Dec 2011 – Dec 2016 |
13.47%
Sep 2011 – Sep 2021 |
11.36%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart