Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRIV (White River Bancshares Co) | NA | 64.75% | 6.95% | 15.79% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRIV (White River Bancshares Co) | 03/01/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 64.75 | 6.95 | 15.79 | NA | NA | NA | … | … | 34.23 | 16.18 | -17.68 | -5.43 | 32.24 | -7.85 | -11.39 |
| Sharpe Ratio | NA | 3.96 | 0.22 | 0.88 | NA | NA | NA | … | … | 3.05 | 0.97 | -1.07 | -0.64 | 2.17 | -0.36 | -1.07 |
| Standard Deviation(%) | NA | 15.60 | 15.84 | 15.41 | NA | NA | NA | … | … | 15.17 | 13.01 | 20.04 | 10.70 | 14.88 | 22.44 | 13.91 |
| Draw Down(%) | NA | 4.94 | 32.06 | 33.76 | NA | NA | NA | … | … | 4.42 | 14.62 | 25.45 | 7.80 | 4.82 | 33.09 | 15.46 |
| Yield(%) | 0.00 | 1.75 | 1.05 | 1.68 | 0.53 | 0.35 | 0.26 | … | … | 1.43 | 1.63 | 1.32 | 1.23 | 0.81 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 03/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRIV (White River Bancshares Co) |
-10.50%
Jun 2021 – Jun 2024 |
-5.01%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRIV (White River Bancshares Co) |
14.48%
May 2020 – May 2023 |
15.47%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart