Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUVF (Juniata Valley Financial Corp) | 10.51% | 22.99% | 5.92% | 4.15% | 3.93% | 4.66% | 2.91% | … | … |
Data as of 06/09/2026, Common starting date is 03/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUVF (Juniata Valley Financial Corp) | 03/18/1999 | 06/09/2026 |
| 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 (%) | 2.39 | 22.99 | 5.92 | 4.15 | 3.93 | 4.66 | 2.91 | … | … | 10.51 | 14.96 | 7.33 | -13.22 | 2.60 | -1.71 | -3.87 | -4.89 | 10.96 | 14.65 | 8.69 | 1.60 | 8.12 | 2.21 | 5.30 | 12.51 | 1.90 | -3.56 | -3.95 | 2.06 | -9.66 | 19.03 | 28.54 | 21.98 | 5.13 | 40.40 | -15.27 | -1.63 |
| Sharpe Ratio | NA | 0.93 | 0.06 | 0.06 | 0.07 | NA | NA | … | … | 1.03 | 0.43 | 0.11 | -0.40 | 0.04 | -0.07 | -0.07 | -0.36 | 0.38 | 0.43 | 0.49 | 0.07 | 0.43 | 0.16 | 0.25 | 0.75 | 0.09 | -0.12 | -0.19 | -0.05 | -0.89 | 0.64 | 1.02 | 1.54 | 0.46 | 2.43 | -0.56 | -0.30 |
| Standard Deviation(%) | NA | 21.67 | 33.71 | 32.21 | 33.47 | NA | NA | … | … | 23.16 | 28.20 | 33.46 | 42.60 | 30.83 | 25.21 | 59.08 | 17.62 | 25.51 | 32.51 | 17.39 | 21.97 | 19.06 | 13.47 | 21.54 | 16.67 | 20.17 | 29.90 | 25.98 | 20.27 | 14.79 | 26.04 | 27.09 | 13.76 | 8.71 | 15.89 | 35.04 | 18.11 |
| Draw Down(%) | NA | 7.64 | 32.59 | 36.72 | 55.02 | NA | NA | … | … | 7.03 | 12.83 | 21.76 | 36.72 | 14.64 | 13.27 | 49.37 | 7.31 | 14.58 | 12.84 | 8.80 | 10.04 | 7.63 | 6.85 | 7.62 | 6.13 | 9.47 | 15.79 | 12.04 | 15.58 | 13.13 | 11.76 | 12.36 | 4.07 | 3.42 | 2.73 | 21.21 | 6.28 |
| Yield(%) | 0.00 | 6.78 | 5.68 | 5.24 | 4.99 | 5.24 | 3.70 | … | … | 3.10 | 6.76 | 6.74 | 5.73 | 5.33 | 4.97 | 4.55 | 4.14 | 4.40 | 4.82 | 4.99 | 4.84 | 4.96 | 4.82 | 4.84 | 5.06 | 4.69 | 4.11 | 3.61 | 4.49 | 2.75 | 4.48 | 6.09 | 3.45 | 3.07 | 3.52 | 7.13 | 4.87 |
Data as of 06/09/2026, Common starting date is 03/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUVF (Juniata Valley Financial Corp) |
-9.17%
Feb 2006 – Feb 2009 |
-6.93%
Oct 2018 – Oct 2023 |
0.13%
Sep 2014 – Sep 2024 |
1.39%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUVF (Juniata Valley Financial Corp) |
27.60%
Jan 2001 – Jan 2004 |
23.48%
Sep 2000 – Sep 2005 |
9.84%
Sep 2000 – Sep 2010 |
8.55%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart