Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVLM (Huron Valley Bancorp Inc) | 22.45% | 33.33% | 19.59% | 15.13% | 13.67% | 12.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVLM (Huron Valley Bancorp Inc) | 03/29/2007 | 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.33 | 19.59 | 15.13 | 13.67 | 12.61 | NA | … | … | 22.45 | 10.53 | 13.19 | 17.50 | 6.67 | 12.55 | -12.32 | 33.80 | 13.60 | 16.28 | 13.16 | 11.76 | 8.97 | 7.59 | 19.64 | -55.77 | 48.51 | 11.60 |
| Sharpe Ratio | NA | 1.64 | 0.86 | 0.84 | 0.88 | NA | NA | … | … | 2.06 | 0.52 | 0.32 | 1.29 | 1.11 | 2.44 | -0.77 | 2.58 | 1.15 | 1.43 | 1.13 | 1.25 | 1.31 | 0.79 | 1.33 | -0.13 | 0.16 | 1.01 |
| Standard Deviation(%) | NA | 18.71 | 18.88 | 15.04 | 13.67 | NA | NA | … | … | 28.17 | 15.01 | 20.85 | 10.33 | 4.79 | 5.14 | 16.17 | 12.54 | 10.72 | 10.96 | 11.47 | 9.41 | 6.82 | 9.51 | 14.89 | 231.18 | 304.26 | 12.61 |
| Draw Down(%) | NA | 0.00 | 11.33 | 11.33 | 16.05 | NA | NA | … | … | 0.00 | 11.30 | 11.33 | 3.96 | 2.46 | 0.00 | 16.05 | 2.08 | 5.02 | 0.00 | 4.38 | 2.86 | 2.32 | 4.23 | 0.00 | 57.15 | 74.26 | 0.00 |
| Yield(%) | 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 | 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 03/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVLM (Huron Valley Bancorp Inc) |
-19.59%
Mar 2011 – Mar 2014 |
-8.25%
Mar 2011 – Mar 2016 |
1.73%
Mar 2011 – Mar 2021 |
6.01%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVLM (Huron Valley Bancorp Inc) |
21.01%
Jan 2017 – Jan 2020 |
17.52%
Jan 2015 – Jan 2020 |
14.56%
Feb 2016 – Feb 2026 |
12.69%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart