Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRVR (Two Rivers Financial Group Inc) | -6.76% | 25.66% | -0.77% | 8.69% | 6.08% | 7.17% | NA | 4.18% |
Data as of 07/15/2025, AR inception is 06/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRVR (Two Rivers Financial Group Inc) | 06/21/2007 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 25.66 | -0.77 | 8.69 | 6.08 | 7.17 | NA | 4.18 | -6.76 | -5.86 | -4.38 | -1.09 | 57.36 | -10.49 | 1.43 | 1.18 | 37.53 | 2.68 | 1.44 | 36.87 | 21.46 | 9.26 | 5.20 | -20.35 | -7.32 | -7.20 | -9.65 |
| Sharpe Ratio | NA | 1.59 | -0.25 | 0.33 | 0.24 | NA | NA | 0.15 | -2.64 | -0.76 | -0.34 | -0.16 | 2.93 | -0.34 | 0.00 | -0.01 | 2.00 | 0.21 | 0.12 | 1.46 | 1.09 | 0.50 | 0.18 | -0.64 | -0.55 | -0.31 | -0.75 |
| Standard Deviation(%) | NA | 14.01 | 18.51 | 18.97 | 18.29 | NA | NA | 20.90 | 7.11 | 16.39 | 25.28 | 15.36 | 19.59 | 31.26 | 8.87 | 14.32 | 18.53 | 12.01 | 11.56 | 25.26 | 19.57 | 18.39 | 28.76 | 32.00 | 13.55 | 26.03 | 26.77 |
| Draw Down(%) | NA | 10.92 | 34.61 | 35.60 | 35.60 | NA | NA | 48.58 | 10.92 | 29.49 | 16.86 | 17.34 | 9.22 | 32.44 | 7.94 | 10.24 | 6.74 | 9.80 | 6.84 | 13.84 | 9.50 | 8.20 | 22.22 | 29.11 | 10.59 | 22.62 | 21.37 |
| Yield(%) | 0.00 | 2.50 | 1.84 | 2.72 | 2.77 | 3.48 | 2.09 | 2.32 | 0.00 | 1.79 | 1.64 | 1.59 | 2.43 | 2.08 | 2.02 | 2.00 | 2.61 | 2.53 | 2.50 | 3.33 | 3.61 | 7.24 | 3.33 | 2.63 | 2.38 | 2.16 | 0.00 |
Data as of 07/15/2025, AR inception is 06/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRVR (Two Rivers Financial Group Inc) |
-15.51%
Sep 2007 - Sep 2010 |
-9.42%
Sep 2007 - Sep 2012 |
2.78%
Jul 2007 - Jul 2017 |
4.62%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRVR (Two Rivers Financial Group Inc) |
23.12%
Nov 2012 - Nov 2015 |
19.48%
Nov 2012 - Nov 2017 |
14.71%
Jan 2012 - Jan 2022 |
7.75%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart