Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NKSH (National Bankshares, Inc.) | 8.76% | 38.58% | 11.46% | 5.55% | 5.06% | 6.84% | 6.31% | … | … |
Data as of 06/09/2026, Common starting date is 12/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NKSH (National Bankshares, Inc.) | 12/01/1999 | 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 (%) | 1.80 | 38.58 | 11.46 | 5.55 | 5.06 | 6.84 | 6.31 | … | … | 8.76 | 23.27 | -6.75 | -13.15 | 17.24 | 19.01 | -27.11 | 27.43 | -17.71 | 7.54 | 26.37 | 21.25 | -14.57 | 17.42 | 20.47 | -7.88 | 15.09 | 50.22 | 18.90 | -26.35 | 5.72 | -9.71 | 11.86 | 64.64 | 49.71 | 34.71 | -12.16 | -9.20 |
| Sharpe Ratio | NA | 1.29 | 0.28 | 0.09 | 0.09 | NA | NA | … | … | 0.49 | 0.63 | -0.24 | -0.46 | 0.96 | 0.83 | -0.36 | 0.81 | -0.67 | 0.25 | 1.05 | 0.88 | -0.62 | 0.59 | 0.73 | -0.20 | 0.40 | 1.38 | 0.31 | -1.24 | 0.13 | -0.71 | 0.53 | 2.64 | 1.83 | 0.73 | -0.39 | -1.96 |
| Standard Deviation(%) | NA | 28.45 | 37.05 | 31.84 | 37.46 | NA | NA | … | … | 24.57 | 32.33 | 44.05 | 36.97 | 16.50 | 22.86 | 74.74 | 31.90 | 28.50 | 27.96 | 25.00 | 24.17 | 23.62 | 29.63 | 28.32 | 40.53 | 37.09 | 36.39 | 56.93 | 23.93 | 17.83 | 16.88 | 20.55 | 24.20 | 26.54 | 45.03 | 41.61 | 36.91 |
| Draw Down(%) | NA | 13.99 | 32.58 | 46.03 | 48.73 | NA | NA | … | … | 11.56 | 20.66 | 22.51 | 46.03 | 16.69 | 12.69 | 46.00 | 24.95 | 29.14 | 17.20 | 10.40 | 9.50 | 26.08 | 13.98 | 18.96 | 26.57 | 24.14 | 12.63 | 26.82 | 30.15 | 11.57 | 17.70 | 33.37 | 11.62 | 12.45 | 18.70 | 24.39 | 9.20 |
| Yield(%) | 0.00 | 5.66 | 5.05 | 4.80 | 4.46 | 5.62 | 5.34 | … | … | 2.27 | 5.40 | 4.56 | 6.28 | 4.21 | 4.65 | 3.19 | 3.79 | 2.68 | 2.71 | 3.40 | 3.74 | 3.07 | 3.26 | 3.84 | 3.14 | 3.22 | 4.42 | 4.57 | 3.20 | 3.11 | 2.68 | 2.51 | 3.75 | 4.61 | 4.78 | 4.25 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKSH (National Bankshares, Inc.) |
-14.75%
Sep 2017 – Sep 2020 |
-7.43%
Oct 2018 – Oct 2023 |
-0.19%
Oct 2013 – Oct 2023 |
3.64%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKSH (National Bankshares, Inc.) |
49.19%
Dec 2000 – Dec 2003 |
27.73%
Jul 2000 – Jul 2005 |
18.30%
Dec 2000 – Dec 2010 |
14.11%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart