Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNTN (United Tennessee Bankshares Inc) | 29.20% | 63.13% | 17.76% | 5.13% | 7.00% | 8.81% | 3.83% | … | … |
Data as of 06/03/2026, Common starting date is 01/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNTN (United Tennessee Bankshares Inc) | 01/12/1998 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 63.13 | 17.76 | 5.13 | 7.00 | 8.81 | 3.83 | … | … | 29.20 | 34.15 | -7.96 | -8.75 | -14.84 | 25.91 | -12.65 | 13.23 | -0.21 | 16.70 | 10.14 | 20.90 | 20.51 | 12.33 | 25.87 | -4.00 | -9.35 | 3.75 | -36.52 | -2.24 | 6.70 | 4.68 | 29.15 | 42.36 | 42.31 | 5.45 | -22.78 | 25.99 | -12.31 |
| Sharpe Ratio | NA | 4.33 | 1.08 | 0.14 | 0.24 | NA | NA | … | … | 5.87 | 2.45 | -0.97 | -0.56 | -0.53 | 1.32 | -0.41 | 0.28 | -0.13 | 1.73 | 1.19 | 1.56 | 1.22 | 0.52 | 0.89 | -0.18 | -0.65 | 0.04 | -1.03 | -0.28 | 0.16 | 0.11 | 0.76 | 1.00 | 1.09 | 0.09 | -1.05 | 0.49 | -0.37 |
| Standard Deviation(%) | NA | 14.72 | 14.17 | 20.17 | 23.26 | NA | NA | … | … | 16.05 | 12.99 | 15.02 | 23.57 | 30.99 | 19.58 | 31.50 | 41.98 | 11.69 | 9.31 | 8.34 | 13.38 | 16.75 | 23.55 | 29.23 | 22.29 | 14.42 | 89.24 | 36.33 | 18.73 | 21.70 | 22.90 | 36.88 | 41.76 | 37.74 | 34.83 | 25.66 | 46.76 | 43.68 |
| Draw Down(%) | NA | 5.26 | 12.86 | 42.78 | 46.31 | NA | NA | … | … | 4.00 | 5.26 | 12.86 | 21.75 | 33.09 | 7.42 | 33.37 | 26.80 | 8.70 | 3.33 | 3.73 | 5.63 | 5.63 | 15.67 | 13.82 | 22.22 | 14.66 | 49.52 | 39.45 | 8.70 | 17.31 | 10.27 | 17.05 | 15.95 | 16.98 | 10.81 | 25.12 | 14.89 | 38.28 |
| Yield(%) | 0.00 | 3.65 | 3.36 | 2.03 | 2.88 | 4.38 | 2.16 | … | … | 2.89 | 3.82 | 3.34 | 0.00 | 2.42 | 2.92 | 2.42 | 2.62 | 2.50 | 2.77 | 2.93 | 3.37 | 3.84 | 4.17 | 9.52 | 4.32 | 3.69 | 3.62 | 2.19 | 2.05 | 2.10 | 1.95 | 2.22 | 2.83 | 3.57 | 3.64 | 2.86 | 33.96 | 0.55 |
Data as of 06/03/2026, Common starting date is 01/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTN (United Tennessee Bankshares Inc) |
-18.39%
Apr 2006 – Apr 2009 |
-11.75%
Apr 2007 – Apr 2012 |
-0.59%
Jan 2004 – Jan 2014 |
0.98%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTN (United Tennessee Bankshares Inc) |
37.79%
Dec 2001 – Dec 2004 |
27.38%
Apr 2001 – Apr 2006 |
14.88%
Jan 2012 – Jan 2022 |
9.14%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart