Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBSI (United Bankshares, Inc.) | 15.44% | 28.09% | 16.86% | 6.55% | 5.22% | 8.76% | 5.43% | … | … |
Data as of 06/05/2026, Common starting date is 06/04/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBSI (United Bankshares, Inc.) | 06/04/1987 | 06/05/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 28.09 | 16.86 | 6.55 | 5.22 | 8.76 | 5.43 | … | … | 15.44 | 9.55 | 4.26 | -3.17 | 16.06 | 16.34 | -11.68 | 28.84 | -7.08 | -22.13 | 29.25 | 2.19 | 23.82 | 35.12 | -9.60 | 1.74 | 53.16 | -35.96 | 23.64 | -24.91 | 12.97 | -4.85 | 26.13 | 11.03 | 4.01 | 39.61 | -7.04 | -9.91 | 10.99 | 44.70 | 12.82 | 21.87 | -8.57 | 31.25 | 48.15 | 31.71 | -22.64 | -15.20 | -6.72 | 8.06 |
| Sharpe Ratio | NA | 0.92 | 0.52 | 0.10 | 0.10 | NA | NA | … | … | 1.55 | 0.27 | 0.02 | -0.20 | 0.56 | 0.51 | -0.19 | 1.25 | -0.36 | -0.94 | 1.14 | 0.09 | 1.17 | 1.88 | -0.43 | 0.04 | 1.44 | -0.55 | 0.30 | -0.75 | 0.44 | -0.33 | 1.34 | 0.56 | 0.10 | 1.36 | -0.26 | -0.43 | 0.17 | 2.00 | 0.40 | 0.79 | -0.53 | 0.86 | 1.17 | 0.66 | -0.72 | -0.65 | -0.11 | 0.28 |
| Standard Deviation(%) | NA | 23.20 | 28.36 | 28.75 | 32.39 | NA | NA | … | … | 23.00 | 25.62 | 29.89 | 33.84 | 26.30 | 31.78 | 62.13 | 21.96 | 23.74 | 24.36 | 25.53 | 23.57 | 20.42 | 18.64 | 22.44 | 41.21 | 36.83 | 65.80 | 76.02 | 37.71 | 21.60 | 21.75 | 18.73 | 18.56 | 29.13 | 27.81 | 43.56 | 30.90 | 44.49 | 20.37 | 22.48 | 22.73 | 22.16 | 33.56 | 38.74 | 41.61 | 38.88 | 32.63 | 103.48 | 36.33 |
| Draw Down(%) | NA | 13.73 | 25.77 | 38.12 | 52.40 | NA | NA | … | … | 13.73 | 18.90 | 16.84 | 36.53 | 14.72 | 22.55 | 45.74 | 11.20 | 25.10 | 30.25 | 12.77 | 16.34 | 9.84 | 8.86 | 24.61 | 34.19 | 27.01 | 58.49 | 38.43 | 32.25 | 9.26 | 20.75 | 7.57 | 10.75 | 17.35 | 12.01 | 29.60 | 16.28 | 37.00 | 11.50 | 12.50 | 5.65 | 14.81 | 15.96 | 13.33 | 13.56 | 33.33 | 20.00 | 61.43 | 19.74 |
| Yield(%) | 0.00 | 4.21 | 4.74 | 3.73 | 3.59 | 5.91 | 3.73 | … | … | 0.99 | 4.02 | 3.92 | 3.61 | 3.90 | 4.37 | 3.62 | 4.31 | 3.90 | 2.89 | 3.67 | 3.49 | 4.12 | 4.92 | 4.27 | 4.04 | 5.71 | 3.59 | 4.16 | 2.89 | 3.06 | 2.77 | 3.32 | 3.34 | 3.35 | 3.37 | 3.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/04/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBSI (United Bankshares, Inc.) |
-34.37%
Sep 1987 – Sep 1990 |
-12.70%
Jul 1987 – Jul 1992 |
-1.43%
Feb 1999 – Feb 2009 |
0.91%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBSI (United Bankshares, Inc.) |
41.03%
Nov 1990 – Nov 1993 |
25.86%
Oct 1990 – Oct 1995 |
16.75%
Jun 1988 – Jun 1998 |
16.20%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart