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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VLLX (Valley Republic Bancorp) NA 45.69% 6.03% 13.92% 10.69% NA NA 8.37%
Data as of 03/25/2022, AR inception is 12/08/2009
More Performance Analytics Comparison
Name Start Date End Date
VLLX (Valley Republic Bancorp) 12/08/2009 03/25/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -3.69 45.69 6.03 13.92 10.69 NA NA 8.37 -2.64 85.75 -16.38 -17.43 8.62 72.62 13.51 -4.82 -4.60 8.67 13.21 6.00 -16.67 0.00
Sharpe Ratio NA 1.33 0.17 0.45 0.42 NA NA 0.28 -0.29 2.17 -0.44 -0.99 0.37 2.88 0.59 -0.43 -0.18 1.30 0.89 0.15 -0.39 0.00
Standard Deviation(%) NA 34.39 33.49 29.12 24.31 NA NA 27.80 37.23 39.93 37.35 19.10 20.00 25.12 22.63 11.39 25.14 6.62 14.83 40.78 42.82 NA
Draw Down(%) NA 9.57 50.30 52.19 52.19 NA NA 52.19 8.52 12.59 39.03 26.00 8.16 8.05 8.78 11.56 20.79 3.03 7.02 29.22 33.33 0.00
Yield(%) 0.00 0.88 0.24 0.24 0.18 0.11 0.08 0.14 0.58 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 03/25/2022, AR inception is 12/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VLLX (Valley Republic Bancorp) -9.14%
Dec 2017 - Dec 2020
-2.64%
May 2011 - May 2016
4.88%
Mar 2010 - Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VLLX (Valley Republic Bancorp) 34.42%
Jan 2016 - Jan 2019
22.87%
Oct 2016 - Oct 2021
12.44%
Oct 2011 - Oct 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart