Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YDVL (Yadkin Valley Company) | NA | 80.39% | 24.22% | 19.98% | 19.12% | NA | NA | … | … |
Data as of 09/11/2023, Common starting date is 03/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YDVL (Yadkin Valley Company) | 03/29/2010 | 09/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 80.39 | 24.22 | 19.98 | 19.12 | NA | NA | … | … | 80.39 | 6.25 | 0.00 | 20.00 | 8.10 | 23.26 | 19.13 | 0.00 | 7.14 | 49.09 | 8.00 | 7.41 | 3.03 | 1.54 |
| Sharpe Ratio | NA | 1.66 | 0.85 | 0.86 | 0.89 | NA | NA | … | … | 2.37 | 0.80 | 0.00 | 1.48 | 1.22 | 1.46 | 1.46 | 0.00 | 1.71 | 1.30 | 1.86 | 1.12 | 0.92 | 1.20 |
| Standard Deviation(%) | NA | 46.14 | 26.88 | 21.77 | 20.48 | NA | NA | … | … | 55.54 | 6.07 | NA | 13.26 | 5.50 | 15.06 | 12.76 | NA | 4.16 | 37.67 | 4.28 | 6.60 | 3.25 | 1.60 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 6.67 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.67 | 1.40 | 0.00 | 0.91 | 0.15 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/11/2023, Common starting date is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YDVL (Yadkin Valley Company) |
4.59%
Sep 2014 – Sep 2017 |
10.03%
Jan 2015 – Jan 2020 |
12.65%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YDVL (Yadkin Valley Company) |
29.06%
Jun 2020 – Jun 2023 |
20.17%
May 2018 – May 2023 |
19.49%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart