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
NOVB (NORTH VALLEY BANCORP) NA 12.92% 33.10% 51.11% 8.74% 16.89% NA
Data as of 10/03/2014, Common starting date is 05/31/1996
More Performance Analytics Comparison
Name Start Date End Date
NOVB (NORTH VALLEY BANCORP) 05/31/1996 10/03/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.56 12.92 33.10 51.11 8.74 16.89 NA 14.60 32.79 48.18 468.64 -19.14 -44.12 -61.37 -21.68 16.07 2.24 42.68 42.83 45.55 18.19 35.09 -2.70 -21.39 52.38 -8.70
Sharpe Ratio NA 0.46 1.19 0.85 0.14 NA NA 0.55 1.56 1.66 2.58 -0.23 -0.56 -0.90 -0.57 0.69 0.00 2.28 1.69 1.70 0.55 0.64 -0.16 -0.77 -0.13 -0.71
Standard Deviation(%) NA 28.34 27.70 61.24 54.65 NA NA 35.51 20.99 29.28 177.14 86.00 78.60 69.12 43.67 18.72 26.13 18.27 24.99 26.12 29.45 48.40 37.10 32.02 21.50 25.12
Draw Down(%) NA 17.29 17.29 58.99 92.67 NA NA 17.29 7.44 13.93 21.73 55.17 66.30 64.43 50.89 10.26 21.21 14.93 12.75 10.29 12.82 25.28 23.43 34.07 3.78 13.35
Yield(%) 0.00 0.00 0.00 0.00 4.74 10.70 3.91 0.00 0.00 0.00 0.00 0.00 0.00 15.23 10.81 11.11 10.10 12.86 10.92 12.32 10.67 12.55 11.11 1.04 0.00 0.00
Data as of 10/03/2014, Common starting date is 05/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NOVB (NORTH VALLEY BANCORP) -53.60%
Sep 2007 – Sep 2010
-33.75%
Nov 2005 – Nov 2010
-6.73%
Nov 2000 – Nov 2010
10.96%
Sep 1996 – Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NOVB (NORTH VALLEY BANCORP) 145.31%
Nov 2010 – Nov 2013
49.39%
Sep 2009 – Sep 2014
23.04%
Feb 1997 – Feb 2007
16.88%
Mar 1999 – Mar 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return