Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVLY (Oak Valley Bancorp) | 15.16% | 39.25% | 16.43% | 14.62% | 15.49% | 13.99% | 5.41% | … | … |
Data as of 06/05/2026, Common starting date is 10/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVLY (Oak Valley Bancorp) | 10/15/2003 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.95 | 39.25 | 16.43 | 14.62 | 15.49 | 13.99 | 5.41 | … | … | 15.16 | 5.11 | -0.71 | 33.87 | 32.37 | 6.52 | -13.01 | 8.70 | -5.23 | 58.34 | 23.66 | 4.54 | 23.60 | 12.35 | 10.37 | 14.41 | 33.79 | -26.13 | -26.46 | -35.54 | -43.85 | -28.96 | 120.41 | 2.61 |
| Sharpe Ratio | NA | 1.58 | 0.41 | 0.42 | 0.37 | NA | NA | … | … | 1.74 | 0.07 | -0.11 | 1.06 | 1.29 | 0.22 | -0.17 | 0.25 | -0.18 | 1.95 | 1.02 | 0.15 | 0.80 | 0.46 | 0.19 | 0.29 | 0.75 | -0.32 | -0.33 | -1.02 | -0.87 | -0.66 | 2.62 | 0.92 |
| Standard Deviation(%) | NA | 23.12 | 31.98 | 29.37 | 37.54 | NA | NA | … | … | 21.00 | 31.29 | 38.46 | 28.76 | 24.01 | 29.22 | 76.35 | 29.35 | 36.33 | 29.67 | 23.09 | 30.97 | 29.61 | 27.05 | 54.07 | 49.22 | 44.80 | 82.34 | 83.58 | 38.12 | 54.43 | 47.48 | 45.64 | 13.47 |
| Draw Down(%) | NA | 13.92 | 26.31 | 26.31 | 51.46 | NA | NA | … | … | 8.99 | 19.79 | 22.16 | 17.42 | 14.63 | 19.16 | 42.89 | 20.65 | 27.87 | 12.58 | 10.23 | 13.98 | 14.84 | 14.29 | 27.25 | 35.20 | 23.85 | 45.56 | 46.11 | 37.49 | 45.50 | 49.09 | 16.00 | 4.67 |
| Yield(%) | 0.00 | 2.69 | 2.30 | 2.32 | 3.77 | 4.58 | 1.47 | … | … | 1.26 | 2.18 | 1.53 | 1.41 | 1.74 | 1.78 | 1.45 | 2.16 | 1.29 | 2.00 | 2.39 | 1.98 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 0.94 | 1.46 | 1.21 | 1.14 | 4.14 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVLY (Oak Valley Bancorp) |
-36.40%
Dec 2004 – Dec 2007 |
-32.52%
Dec 2004 – Dec 2009 |
-10.54%
Dec 2004 – Dec 2014 |
-2.42%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVLY (Oak Valley Bancorp) |
36.13%
Sep 2011 – Sep 2014 |
26.60%
Jun 2013 – Jun 2018 |
18.47%
Jul 2009 – Jul 2019 |
15.75%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart