Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRBS (Blue Ridge Bankshares, Inc.) | -9.22% | 20.49% | -23.55% | -23.67% | -8.20% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRBS (Blue Ridge Bankshares, Inc.) | 09/26/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 20.49 | -23.55 | -23.67 | -8.20 | NA | NA | … | … | -9.22 | 40.14 | 6.27 | -75.19 | -27.87 | 55.01 | -12.56 | 25.06 | 4.45 | -23.43 | 44.99 | -19.25 | 36.76 | 58.49 | -3.52 |
| Sharpe Ratio | NA | 0.63 | -0.45 | -0.56 | -0.22 | NA | NA | … | … | -0.94 | 1.22 | 0.05 | -0.95 | -1.30 | 2.06 | -0.34 | 0.78 | 0.08 | -0.40 | 1.91 | -0.46 | 1.03 | 0.83 | -0.55 |
| Standard Deviation(%) | NA | 28.87 | 57.38 | 47.99 | 44.55 | NA | NA | … | … | 24.10 | 30.71 | 49.86 | 83.49 | 22.58 | 26.75 | 37.17 | 30.30 | 40.50 | 60.24 | 23.43 | 41.92 | 35.78 | 70.11 | 24.24 |
| Draw Down(%) | NA | 17.76 | 77.60 | 88.26 | 88.26 | NA | NA | … | … | 15.18 | 20.32 | 25.79 | 83.55 | 32.28 | 9.04 | 37.65 | 13.40 | 37.00 | 36.23 | 8.75 | 31.43 | 25.00 | 41.46 | 9.09 |
| Yield(%) | 0.00 | 25.00 | 3.09 | 2.15 | 3.64 | 5.27 | 3.95 | … | … | 13.99 | 7.58 | 0.00 | 2.01 | 2.73 | 2.98 | 2.06 | 3.36 | 3.18 | 2.37 | 4.34 | 3.29 | 4.12 | 4.86 | 1.02 |
Data as of 06/10/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRBS (Blue Ridge Bankshares, Inc.) |
-45.75%
Jun 2021 – Jun 2024 |
-26.36%
Jun 2019 – Jun 2024 |
-12.27%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRBS (Blue Ridge Bankshares, Inc.) |
31.12%
Jun 2013 – Jun 2016 |
19.62%
Jul 2013 – Jul 2018 |
9.98%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart