Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVLF (Tennessee Valley Financial Holdings Inc) | 21.18% | 55.27% | 16.45% | 10.31% | 17.91% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLF (Tennessee Valley Financial Holdings Inc) | 01/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | 55.27 | 16.45 | 10.31 | 17.91 | NA | NA | … | … | 21.18 | 19.76 | 19.01 | -16.70 | 8.20 | 57.70 | -12.39 | 4.73 | -27.43 | 102.70 | 80.49 | -22.64 | -33.75 | 60.00 |
| Sharpe Ratio | NA | 1.54 | 0.37 | 0.25 | 0.47 | NA | NA | … | … | 1.31 | 0.49 | 0.46 | -0.61 | 0.32 | 2.16 | -0.25 | 0.19 | -0.85 | 2.35 | 1.92 | -0.42 | -0.61 | 1.19 |
| Standard Deviation(%) | NA | 34.19 | 35.42 | 31.96 | 34.34 | NA | NA | … | … | 41.15 | 34.54 | 33.53 | 33.60 | 21.26 | 26.74 | 50.78 | 16.83 | 33.86 | 43.64 | 41.85 | 53.78 | 55.67 | 50.46 |
| Draw Down(%) | NA | 17.30 | 21.29 | 29.97 | 44.67 | NA | NA | … | … | 17.30 | 15.54 | 14.57 | 28.22 | 7.71 | 11.95 | 32.85 | 9.09 | 31.87 | 13.04 | 15.26 | 42.37 | 43.33 | 26.25 |
| Yield(%) | 0.00 | 3.35 | 2.05 | 2.14 | 4.56 | 2.87 | 2.15 | … | … | 0.00 | 3.15 | 3.13 | 2.28 | 2.01 | 2.29 | 0.00 | 2.02 | 1.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLF (Tennessee Valley Financial Holdings Inc) |
-15.42%
Jul 2013 – Jul 2016 |
1.92%
Oct 2018 – Oct 2023 |
3.57%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLF (Tennessee Valley Financial Holdings Inc) |
55.36%
Jan 2015 – Jan 2018 |
27.60%
Apr 2016 – Apr 2021 |
21.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart