Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRCY (Tri City Bankshares Corp) | NA | 34.91% | 8.28% | 6.36% | 3.17% | 2.93% | 3.71% | … | … |
Data as of 10/24/2025, Common starting date is 07/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRCY (Tri City Bankshares Corp) | 07/23/1999 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 4.31 | 34.91 | 8.28 | 6.36 | 3.17 | 2.93 | 3.71 | … | … | 25.91 | 9.09 | -5.98 | -27.42 | 25.30 | -8.71 | 6.80 | -6.81 | 10.58 | 14.90 | 2.45 | 30.19 | -5.36 | -6.24 | -0.67 | 2.95 | 49.00 | -24.74 | 3.56 | 7.45 | -3.30 | -15.27 | 53.29 | 24.14 | 11.20 | 9.06 | 19.58 |
| Sharpe Ratio | NA | 2.41 | 0.24 | 0.21 | 0.09 | NA | NA | … | … | 2.33 | 0.14 | -0.46 | -1.51 | 1.33 | -0.33 | 0.43 | -0.52 | 0.95 | 1.80 | 0.17 | 1.23 | -0.24 | -0.19 | -0.03 | 0.09 | 0.75 | -0.44 | 0.04 | 0.17 | -0.14 | -0.61 | 2.11 | 1.69 | 0.15 | 0.08 | 1.54 |
| Standard Deviation(%) | NA | 12.60 | 18.61 | 18.79 | 17.27 | NA | NA | … | … | 12.79 | 18.05 | 22.36 | 19.07 | 19.06 | 26.61 | 12.63 | 15.70 | 10.56 | 8.16 | 14.54 | 24.46 | 22.93 | 32.53 | 24.40 | 32.14 | 65.12 | 58.13 | 14.20 | 24.11 | 38.06 | 26.39 | 24.97 | 13.62 | 61.71 | 66.01 | 29.93 |
| Draw Down(%) | NA | 3.41 | 30.97 | 51.85 | 51.85 | NA | NA | … | … | 3.14 | 19.58 | 26.29 | 28.48 | 17.91 | 27.32 | 8.65 | 22.53 | 6.82 | 5.44 | 5.96 | 10.00 | 15.25 | 19.12 | 18.30 | 12.34 | 30.69 | 35.88 | 7.32 | 12.69 | 17.02 | 28.55 | 11.54 | 5.56 | 25.84 | 18.73 | 10.14 |
| Yield(%) | 0.00 | 5.37 | 4.28 | 3.82 | 3.06 | 3.25 | 3.77 | … | … | 3.86 | 4.03 | 4.80 | 2.80 | 2.97 | 2.63 | 2.74 | 2.29 | 1.87 | 2.70 | 2.77 | 0.00 | 0.00 | 13.67 | 1.19 | 10.99 | 9.86 | 5.27 | 4.99 | 4.51 | 3.81 | 2.67 | 3.73 | 3.91 | 1.00 | 0.00 | 0.00 |
Data as of 10/24/2025, Common starting date is 07/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRCY (Tri City Bankshares Corp) |
-20.10%
Jun 2021 – Jun 2024 |
-9.80%
Mar 2004 – Mar 2009 |
-1.01%
Oct 2003 – Oct 2013 |
1.71%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRCY (Tri City Bankshares Corp) |
36.09%
Aug 2000 – Aug 2003 |
17.65%
Apr 2000 – Apr 2005 |
10.85%
Jun 2000 – Jun 2010 |
8.53%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart