Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTYB (The Victory Bancorp Inc) | 13.21% | 26.10% | -4.58% | 10.15% | NA | NA | NA | 8.40% |
Data as of 07/25/2025, AR inception is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTYB (The Victory Bancorp Inc) | 02/09/2018 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.61 | 26.10 | -4.58 | 10.15 | NA | NA | NA | 8.40 | 13.21 | -3.33 | -21.94 | 16.58 | 36.30 | -3.02 | 43.60 | -6.96 |
| Sharpe Ratio | NA | 1.12 | -0.35 | 0.32 | NA | NA | NA | 0.22 | 1.33 | -0.37 | -1.06 | 1.27 | 1.35 | -0.07 | 1.91 | -0.53 |
| Standard Deviation(%) | NA | 20.53 | 22.57 | 25.24 | NA | NA | NA | 27.25 | 16.33 | 26.94 | 24.82 | 11.99 | 26.93 | 49.06 | 22.12 | 17.28 |
| Draw Down(%) | NA | 18.41 | 39.97 | 39.97 | NA | NA | NA | 48.89 | 11.73 | 20.77 | 37.54 | 5.33 | 8.91 | 48.89 | 6.80 | 16.53 |
| Yield(%) | 0.00 | 2.00 | 1.87 | 3.04 | 1.96 | 1.30 | 0.98 | 2.79 | 0.61 | 2.29 | 1.82 | 2.75 | 2.05 | 1.95 | 1.66 | 0.76 |
Data as of 07/25/2025, AR inception is 02/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTYB (The Victory Bancorp Inc) |
-8.35%
Oct 2021 - Oct 2024 |
1.09%
Oct 2019 - Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTYB (The Victory Bancorp Inc) |
24.78%
Sep 2020 - Sep 2023 |
12.49%
Aug 2018 - Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart