Performance Comparison
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