Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNB (Union Bankshares, Inc.) | 0.01% | -13.63% | 6.91% | -2.77% | 0.55% | 5.66% | 5.15% | … | … |
Data as of 06/04/2026, Common starting date is 08/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNB (Union Bankshares, Inc.) | 08/10/1999 | 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 (%) | -1.87 | -13.63 | 6.91 | -2.77 | 0.55 | 5.66 | 5.15 | … | … | 0.01 | -13.84 | -0.67 | 35.30 | -15.44 | 21.05 | -25.20 | -21.52 | -7.67 | 19.60 | 68.87 | 23.75 | 7.76 | 23.44 | 8.06 | 10.28 | 13.46 | 8.22 | -13.06 | -4.16 | 3.04 | -0.53 | -5.99 | 11.14 | 11.88 | 42.92 | 14.53 | -23.81 |
| Sharpe Ratio | NA | -0.69 | 0.11 | -0.14 | -0.03 | NA | NA | … | … | -0.06 | -0.47 | -0.11 | 0.87 | -0.54 | 0.77 | -0.33 | -0.65 | -0.38 | 0.60 | 2.19 | 0.95 | 0.33 | 1.22 | 0.41 | 0.56 | 0.63 | 0.13 | -0.27 | -0.46 | -0.02 | -0.18 | -0.47 | 0.22 | 0.54 | 2.39 | 0.16 | -1.20 |
| Standard Deviation(%) | NA | 31.29 | 36.74 | 34.58 | 39.90 | NA | NA | … | … | 30.48 | 36.08 | 39.54 | 36.51 | 31.17 | 27.31 | 77.32 | 35.63 | 23.93 | 31.77 | 31.34 | 24.91 | 23.57 | 19.15 | 19.58 | 18.26 | 21.36 | 64.80 | 52.25 | 16.13 | 17.15 | 15.55 | 14.86 | 47.89 | 19.76 | 17.27 | 66.05 | 44.40 |
| Draw Down(%) | NA | 26.83 | 40.14 | 40.78 | 66.38 | NA | NA | … | … | 10.75 | 38.30 | 32.53 | 25.49 | 30.68 | 22.64 | 53.60 | 46.46 | 17.80 | 15.28 | 12.09 | 10.19 | 10.63 | 5.24 | 9.52 | 6.80 | 8.18 | 25.27 | 21.46 | 12.12 | 13.44 | 14.12 | 17.27 | 37.28 | 9.48 | 9.00 | 31.30 | 25.58 |
| Yield(%) | 0.00 | 5.10 | 6.52 | 4.14 | 3.93 | 6.30 | 5.47 | … | … | 3.04 | 5.10 | 4.66 | 5.76 | 4.67 | 5.19 | 3.56 | 2.55 | 2.30 | 2.63 | 4.00 | 5.72 | 4.52 | 5.16 | 5.26 | 5.57 | 5.73 | 6.17 | 5.46 | 5.09 | 4.69 | 4.15 | 3.38 | 4.92 | 4.90 | 6.14 | 6.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNB (Union Bankshares, Inc.) |
-24.41%
Jun 2017 – Jun 2020 |
-12.68%
Sep 2018 – Sep 2023 |
0.24%
Jul 2003 – Jul 2013 |
3.41%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNB (Union Bankshares, Inc.) |
35.71%
Dec 2014 – Dec 2017 |
27.16%
Dec 2012 – Dec 2017 |
16.21%
Dec 2008 – Dec 2018 |
10.55%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison Chart