Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRV (AmeriServ Financial, Inc.) | 19.22% | 33.35% | 15.30% | 1.99% | 4.79% | 6.45% | 0.36% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRV (AmeriServ Financial, Inc.) | 01/30/1985 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 33.35 | 15.30 | 1.99 | 4.79 | 6.45 | 0.36 | … | … | 19.22 | 24.34 | -13.41 | -14.54 | 5.00 | 26.61 | -23.03 | 6.62 | -1.17 | 13.83 | 17.47 | 3.51 | 4.58 | 1.65 | 54.36 | 23.42 | -5.39 | -16.08 | -27.47 | -43.81 | 12.56 | -15.28 | 3.40 | 75.44 | -35.57 | 21.63 | -60.84 | -40.88 | -18.32 | 74.85 | 26.52 | 57.14 | -11.58 | 7.95 | 22.22 | 41.18 | -3.77 | 39.47 | -6.17 | -43.75 | -60.44 | 65.45 |
| Sharpe Ratio | NA | 0.89 | 0.30 | -0.03 | 0.10 | NA | NA | … | … | 1.32 | 0.63 | -0.34 | -0.55 | 0.18 | 0.79 | -0.43 | 0.37 | -0.13 | 0.50 | 0.70 | 0.17 | 0.18 | 0.06 | 1.23 | 0.38 | -0.06 | -0.21 | -0.25 | -1.53 | 0.33 | -0.52 | 0.07 | 1.72 | -0.59 | 0.46 | -0.82 | -1.04 | -0.50 | 3.40 | 1.05 | 1.56 | -0.48 | 0.16 | 0.52 | 1.06 | -0.22 | 1.00 | -0.17 | -0.80 | -0.82 | 4.18 |
| Standard Deviation(%) | NA | 34.53 | 40.33 | 35.01 | 33.71 | NA | NA | … | … | 36.51 | 34.21 | 49.96 | 33.54 | 20.31 | 33.56 | 54.47 | 13.96 | 19.09 | 26.23 | 24.57 | 20.56 | 26.04 | 27.10 | 44.61 | 61.16 | 85.66 | 78.71 | 114.85 | 30.72 | 27.95 | 33.44 | 35.86 | 43.56 | 62.59 | 42.77 | 79.57 | 42.38 | 43.21 | 20.85 | 21.57 | 34.16 | 30.77 | 36.36 | 37.30 | 34.84 | 41.48 | 33.52 | 63.89 | 59.93 | 79.24 | 16.20 |
| Draw Down(%) | NA | 15.15 | 32.87 | 47.98 | 47.98 | NA | NA | … | … | 9.41 | 25.71 | 29.35 | 40.02 | 16.53 | 16.09 | 43.29 | 6.37 | 12.12 | 9.18 | 11.92 | 7.87 | 22.04 | 14.89 | 16.29 | 36.44 | 43.78 | 30.14 | 51.82 | 43.81 | 18.89 | 30.14 | 27.78 | 20.51 | 54.76 | 25.89 | 72.24 | 48.57 | 47.73 | 10.91 | 15.93 | 15.96 | 25.00 | 16.35 | 14.81 | 9.68 | 33.33 | 14.52 | 31.48 | 48.73 | 66.00 | 6.10 |
| Yield(%) | 0.00 | 4.12 | 4.33 | 2.87 | 3.16 | 3.66 | 1.17 | … | … | 1.83 | 4.51 | 3.70 | 3.05 | 2.97 | 3.23 | 2.36 | 2.36 | 1.85 | 1.62 | 1.56 | 1.32 | 1.32 | 0.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.67 | 8.73 | 3.50 | 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 06/05/2026, Common starting date is 01/30/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRV (AmeriServ Financial, Inc.) |
-42.73%
Feb 1998 – Feb 2001 |
-33.08%
Jan 1998 – Jan 2003 |
-18.59%
Dec 1998 – Dec 2008 |
-12.44%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRV (AmeriServ Financial, Inc.) |
56.85%
Apr 1995 – Apr 1998 |
29.13%
May 1993 – May 1998 |
22.79%
May 1988 – May 1998 |
7.06%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart