Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVNB (The Turbotville National Bank) | NA | -20.56% | -13.50% | -7.01% | 2.25% | -46.46% | -37.41% | … | … |
Data as of 05/12/2025, Common starting date is 09/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVNB (The Turbotville National Bank) | 09/09/1996 | 05/12/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.56 | -13.50 | -7.01 | 2.25 | -46.46 | -37.41 | … | … | 0.00 | -20.56 | -15.74 | -3.30 | 4.22 | 3.08 | 2.86 | 19.45 | 9.66 | 2.95 | 29.51 | -4.40 | 3.15 | 23.03 | -62.76 | -99.98 |
| Sharpe Ratio | NA | -0.79 | -0.56 | -0.39 | 0.04 | NA | NA | … | … | 0.00 | -0.80 | -0.48 | -0.64 | 1.58 | 1.16 | 0.62 | 0.48 | 1.33 | 0.13 | 1.31 | -0.52 | 1.34 | 1.30 | -0.50 | -0.01 |
| Standard Deviation(%) | NA | 30.39 | 29.65 | 22.99 | 22.37 | NA | NA | … | … | NA | 30.27 | 40.85 | 7.42 | 2.66 | 2.43 | 2.21 | 37.41 | 6.79 | 20.40 | 22.47 | 8.45 | 2.32 | 17.83 | 99.41 | 8,063.71 |
| Draw Down(%) | NA | 25.71 | 39.17 | 39.17 | 39.17 | NA | NA | … | … | 0.00 | 25.71 | 36.78 | 6.61 | 0.00 | 0.00 | 0.00 | 16.13 | 0.00 | 13.33 | 0.00 | 7.69 | 0.00 | 0.00 | 64.66 | 99.98 |
| Yield(%) | 0.00 | 5.00 | 3.46 | 3.50 | 4.63 | 0.00 | 0.00 | … | … | 0.00 | 5.00 | 3.66 | 3.22 | 4.10 | 3.01 | 2.79 | 2.94 | 2.91 | 2.88 | 3.60 | 3.23 | 3.08 | 3.67 | 3.03 | 0.00 |
Data as of 05/12/2025, Common starting date is 09/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVNB (The Turbotville National Bank) |
-95.86%
Nov 2010 – Nov 2013 |
-85.22%
Nov 2010 – Nov 2015 |
-59.26%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVNB (The Turbotville National Bank) |
19.41%
Feb 2015 – Feb 2018 |
12.56%
Sep 2014 – Sep 2019 |
8.88%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart