Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMNB (American National Bankshares Inc) | NA | 56.29% | 16.63% | 10.55% | 11.46% | 11.63% | 7.38% | … | … |
Data as of 03/28/2024, Common starting date is 04/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMNB (American National Bankshares Inc) | 04/13/1999 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 56.29 | 16.63 | 10.55 | 11.46 | 11.63 | 7.38 | … | … | -1.40 | 36.65 | 1.15 | 48.36 | -31.02 | 38.99 | -21.42 | 12.97 | 40.67 | 7.38 | -1.57 | 35.48 | 8.15 | -13.26 | 12.48 | 35.39 | -10.37 | -10.72 | 4.09 | -0.54 | -4.01 | 3.32 | 43.20 | 33.72 | -18.36 | 32.14 |
| Sharpe Ratio | NA | 1.32 | 0.42 | 0.21 | 0.31 | NA | NA | … | … | -0.27 | 0.85 | -0.01 | 1.55 | -0.43 | 1.51 | -1.11 | 0.54 | 1.75 | 0.33 | -0.07 | 1.31 | 0.36 | -0.49 | 0.31 | 0.66 | -0.22 | -0.69 | 0.05 | -0.14 | -0.25 | 0.10 | 1.48 | 1.00 | -0.43 | 0.63 |
| Standard Deviation(%) | NA | 39.63 | 31.53 | 42.77 | 34.08 | NA | NA | … | … | 33.99 | 38.66 | 23.79 | 31.25 | 73.04 | 24.96 | 20.54 | 22.89 | 23.14 | 22.27 | 22.06 | 27.01 | 22.83 | 27.34 | 39.49 | 53.61 | 50.26 | 20.09 | 17.68 | 19.47 | 19.46 | 27.35 | 28.47 | 31.98 | 52.23 | 68.88 |
| Draw Down(%) | NA | 18.75 | 32.48 | 49.68 | 50.32 | NA | NA | … | … | 10.97 | 29.68 | 17.61 | 18.80 | 48.85 | 15.51 | 30.90 | 12.38 | 11.09 | 13.38 | 19.75 | 16.50 | 21.14 | 26.79 | 23.33 | 16.51 | 35.77 | 14.79 | 6.54 | 14.19 | 20.13 | 14.87 | 10.86 | 11.48 | 38.77 | 33.70 |
| Yield(%) | 0.00 | 3.80 | 3.48 | 3.28 | 4.63 | 6.28 | 3.95 | … | … | 0.61 | 3.30 | 2.99 | 4.17 | 2.74 | 3.44 | 2.65 | 2.76 | 3.91 | 3.87 | 3.60 | 4.34 | 4.76 | 3.82 | 4.10 | 5.41 | 4.61 | 3.87 | 3.74 | 3.42 | 3.00 | 2.88 | 3.86 | 4.51 | 3.16 | 0.00 |
Data as of 03/28/2024, Common starting date is 04/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMNB (American National Bankshares Inc) |
-17.73%
Sep 2017 – Sep 2020 |
-6.81%
Oct 2003 – Oct 2008 |
1.53%
Nov 2002 – Nov 2012 |
3.24%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMNB (American National Bankshares Inc) |
35.84%
Sep 2000 – Sep 2003 |
20.25%
Sep 2000 – Sep 2005 |
14.02%
Oct 2008 – Oct 2018 |
11.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart