Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HUVL (Hudson Valley Holding Corp.) NA 18.58% -21.49% -9.28% 3.86% NA NA
Data as of 08/01/2011, Common starting date is 12/14/1999
More Performance Analytics Comparison
Name Start Date End Date
HUVL (Hudson Valley Holding Corp.) 12/14/1999 08/01/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 20.14 18.58 -21.49 -9.28 3.86 NA NA -8.90 2.68 -44.89 -2.23 25.95 6.88 -12.23 -2.09 78.66 21.43 25.13 12.42 0.00
Sharpe Ratio NA 0.47 -0.43 -0.23 0.06 NA NA -0.38 0.07 -0.72 -0.11 0.85 0.15 -0.38 -0.11 2.04 0.70 0.93 0.50 0.00
Standard Deviation(%) NA 37.87 50.27 44.26 40.82 NA NA 38.94 37.69 62.12 29.59 27.08 23.34 37.77 26.65 38.29 29.16 25.01 16.87 NA
Draw Down(%) NA 24.77 68.53 69.93 69.93 NA NA 24.50 41.48 49.66 22.06 11.29 5.96 27.25 21.27 12.83 12.50 13.48 8.42 0.00
Yield(%) 0.00 2.85 1.86 2.21 2.54 1.91 1.44 1.21 2.87 2.76 3.10 3.15 2.51 1.53 1.34 1.81 1.62 1.13 0.00 0.00
Data as of 08/01/2011, Common starting date is 12/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUVL (Hudson Valley Holding Corp.) -27.14%
Aug 2007 – Aug 2010
-12.25%
Aug 2005 – Aug 2010
1.68%
Aug 2000 – Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUVL (Hudson Valley Holding Corp.) 39.50%
Dec 2000 – Dec 2003
22.96%
Jan 2000 – Jan 2005
7.30%
Jan 2000 – Jan 2010
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return