Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YRKB (York Traditions Bank) | NA | 44.08% | 3.38% | 13.15% | NA | NA | NA | … | … |
Data as of 07/02/2021, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YRKB (York Traditions Bank) | 06/30/2014 | 07/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 44.08 | 3.38 | 13.15 | NA | NA | NA | … | … | 25.41 | -11.25 | 6.95 | 2.47 | 25.86 | 24.36 | 8.16 | -6.26 |
| Sharpe Ratio | NA | 1.52 | 0.08 | 0.46 | NA | NA | NA | … | … | 1.79 | -0.28 | 0.23 | 0.11 | 1.65 | 1.00 | 0.91 | -0.32 |
| Standard Deviation(%) | NA | 28.91 | 30.82 | 27.22 | NA | NA | NA | … | … | 32.03 | 41.02 | 24.30 | 10.69 | 15.37 | 24.17 | 8.95 | 37.21 |
| Draw Down(%) | NA | 18.35 | 40.00 | 40.00 | NA | NA | NA | … | … | 18.35 | 34.00 | 21.59 | 14.24 | 5.98 | 11.05 | 4.04 | 16.96 |
| Yield(%) | 0.00 | 2.59 | 0.66 | 0.67 | 0.35 | 0.23 | 0.17 | … | … | 2.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2021, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YRKB (York Traditions Bank) |
-7.66%
Sep 2017 – Sep 2020 |
3.22%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YRKB (York Traditions Bank) |
23.25%
Mar 2015 – Mar 2018 |
13.38%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart