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
ORPB (Oregon Pacific Bancorp) NA -15.08% 28.53% -11.16% -8.21% NA NA
Data as of 10/15/2014, Common starting date is 11/01/1999
More Performance Analytics Comparison
Name Start Date End Date
ORPB (Oregon Pacific Bancorp) 11/01/1999 10/15/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -15.08 28.53 -11.16 -8.21 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.04 1.54 2.28 1.71
Data as of 10/15/2014, Common starting date is 11/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORPB (Oregon Pacific Bancorp) -89.51%
Jun 2000 – Jun 2003
-70.99%
Jun 2000 – Jun 2005
-51.99%
Aug 2000 – Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ORPB (Oregon Pacific Bancorp) 30.50%
Sep 2011 – Sep 2014
27.85%
Apr 2001 – Apr 2006
0.47%
Apr 2000 – Apr 2010
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return