Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMTV (Community Bancorp) | 66.53% | 120.32% | 37.49% | 21.62% | 16.95% | 15.25% | 11.18% | … | … |
Data as of 06/10/2026, Common starting date is 02/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTV (Community Bancorp) | 02/03/1999 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.93 | 120.32 | 37.49 | 21.62 | 16.95 | 15.25 | 11.18 | … | … | 66.53 | 56.93 | -1.89 | -3.00 | 2.05 | 42.82 | -2.07 | 1.58 | -7.03 | 23.98 | 13.85 | 4.24 | 12.83 | 26.77 | 21.86 | 20.99 | 1.77 | 1.73 | -32.17 | 11.12 | -13.17 | -6.03 | 8.84 | 21.25 | 1.63 | 45.05 | 30.70 | -19.75 |
| Sharpe Ratio | NA | 2.84 | 1.00 | 0.48 | 0.41 | NA | NA | … | … | 3.30 | 3.47 | -0.19 | -0.15 | 0.02 | 1.16 | -0.05 | 0.00 | -0.28 | 0.77 | 0.54 | 0.34 | 0.91 | 0.99 | 1.18 | 0.49 | 0.02 | 0.03 | -0.77 | 0.32 | -0.45 | -0.27 | 0.21 | 0.44 | 0.01 | 1.17 | 0.44 | -0.36 |
| Standard Deviation(%) | NA | 38.79 | 32.07 | 36.98 | 35.37 | NA | NA | … | … | 57.97 | 15.66 | 29.32 | 45.35 | 38.60 | 37.33 | 48.71 | 21.41 | 29.70 | 30.57 | 25.24 | 12.47 | 14.16 | 27.08 | 18.64 | 43.16 | 67.28 | 63.55 | 42.67 | 25.38 | 37.12 | 30.45 | 38.14 | 46.20 | 46.18 | 37.25 | 60.19 | 69.51 |
| Draw Down(%) | NA | 26.63 | 26.63 | 34.54 | 47.04 | NA | NA | … | … | 26.63 | 7.07 | 17.59 | 27.93 | 28.98 | 17.18 | 41.70 | 13.35 | 15.22 | 11.69 | 6.94 | 5.02 | 3.64 | 12.32 | 7.39 | 25.16 | 35.02 | 30.35 | 37.08 | 10.00 | 20.06 | 16.44 | 15.84 | 24.62 | 18.63 | 13.00 | 16.67 | 36.61 |
| Yield(%) | 0.00 | 6.44 | 5.68 | 5.05 | 6.35 | 7.82 | 5.81 | … | … | 3.01 | 5.81 | 5.17 | 4.72 | 4.23 | 7.03 | 4.72 | 4.61 | 3.89 | 4.32 | 4.44 | 4.41 | 4.68 | 5.11 | 5.89 | 6.51 | 5.58 | 5.89 | 4.86 | 4.92 | 4.32 | 4.06 | 4.18 | 4.55 | 4.55 | 4.46 | 1.74 | 2.83 |
Data as of 06/10/2026, Common starting date is 02/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTV (Community Bancorp) |
-15.94%
Jan 2006 – Jan 2009 |
-9.55%
Oct 2004 – Oct 2009 |
-0.12%
Aug 2002 – Aug 2012 |
2.47%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTV (Community Bancorp) |
34.92%
May 2023 – May 2026 |
21.92%
Apr 2021 – Apr 2026 |
16.39%
Apr 2016 – Apr 2026 |
15.62%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart