Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBFC (Village Bank and Trust Financial Corp.) | 2.77% | 96.18% | 14.38% | 26.05% | 16.94% | NA | NA | 14.16% |
Data as of 03/31/2025, AR inception is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBFC (Village Bank and Trust Financial Corp.) | 01/02/2015 | 03/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 96.18 | 14.38 | 26.05 | 16.94 | NA | NA | 14.16 | 2.77 | 97.14 | -22.54 | -9.11 | 68.64 | -7.33 | 21.87 | -0.65 | 14.79 | 40.53 | -13.64 |
| Sharpe Ratio | NA | 1.72 | 0.25 | 0.56 | 0.35 | NA | NA | 0.28 | 1.69 | 1.79 | -0.65 | -0.27 | 1.56 | -0.12 | 0.92 | -0.07 | 0.43 | 1.11 | -0.19 |
| Standard Deviation(%) | NA | 48.25 | 40.53 | 43.44 | 43.50 | NA | NA | 44.30 | 5.31 | 50.47 | 41.62 | 39.18 | 43.88 | 63.41 | 22.26 | 27.57 | 32.87 | 36.18 | 73.90 |
| Draw Down(%) | NA | 9.48 | 38.70 | 39.56 | 46.16 | NA | NA | 46.16 | 1.15 | 9.48 | 38.70 | 25.67 | 17.34 | 46.16 | 7.25 | 18.87 | 17.53 | 11.54 | 45.56 |
| Yield(%) | 0.00 | 0.44 | 0.78 | 1.20 | 0.90 | 0.47 | 0.35 | 0.71 | 0.00 | 0.90 | 0.92 | 1.01 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/31/2025, AR inception is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFC (Village Bank and Trust Financial Corp.) |
-4.04%
Sep 2017 - Sep 2020 |
3.65%
Nov 2018 - Nov 2023 |
17.15%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFC (Village Bank and Trust Financial Corp.) |
30.29%
Mar 2020 - Mar 2023 |
17.98%
Nov 2019 - Nov 2024 |
17.15%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart