Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBNK (VersaBank) | -15.74% | -2.15% | 18.91% | 18.51% | NA | NA | NA | 19.24% |
Data as of 07/17/2025, AR inception is 08/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBNK (VersaBank) | 08/11/2017 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | -2.15 | 18.91 | 18.51 | NA | NA | NA | 19.24 | -15.74 | 25.75 | 45.51 | -36.76 | 121.60 | -5.73 | 10.21 | 16.57 | 25.50 |
| Sharpe Ratio | NA | 0.12 | 0.46 | 0.47 | NA | NA | NA | 0.33 | -0.64 | 0.53 | 1.42 | -1.35 | 1.82 | -0.05 | 0.25 | 0.09 | 15.53 |
| Standard Deviation(%) | NA | 44.74 | 34.70 | 38.70 | NA | NA | NA | 46.59 | 47.36 | 36.57 | 29.37 | 28.40 | 57.43 | 133.51 | 34.33 | 151.77 | 12.48 |
| Draw Down(%) | NA | 50.38 | 50.38 | 50.71 | NA | NA | NA | 50.71 | 37.82 | 26.62 | 18.88 | 45.73 | 18.58 | 32.77 | 13.58 | 18.80 | 0.00 |
| Yield(%) | 0.00 | 0.60 | 1.03 | 1.23 | 0.93 | 0.62 | 0.47 | 1.33 | 0.39 | 0.67 | 0.99 | 0.64 | 0.55 | 0.00 | 0.21 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 08/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNK (VersaBank) |
-5.58%
May 2021 - May 2024 |
4.74%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNK (VersaBank) |
38.47%
Jul 2018 - Jul 2021 |
29.02%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart