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
SIXR (Six Rivers National Bank) NA 16.65% 4.96% 6.29% 6.33% 8.40% NA
Data as of 09/06/2024, Common starting date is 01/02/2009
More Performance Analytics Comparison
Name Start Date End Date
SIXR (Six Rivers National Bank) 01/02/2009 09/06/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 16.65 4.96 6.29 6.33 8.40 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 0.00 0.00 0.00 0.00
Data as of 09/06/2024, Common starting date is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIXR (Six Rivers National Bank) -0.01%
Mar 2017 – Mar 2020
2.28%
Mar 2015 – Mar 2020
4.89%
Oct 2013 – Oct 2023
8.10%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIXR (Six Rivers National Bank) 17.57%
Feb 2009 – Feb 2012
15.76%
Feb 2009 – Feb 2014
10.37%
Mar 2009 – Mar 2019
9.06%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return