Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBSH (Union Bankshares Corporation) | NA | -10.50% | 13.48% | 6.58% | 8.57% | 3.57% | 5.29% | … | … |
Data as of 06/28/2019, Common starting date is 10/07/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBSH (Union Bankshares Corporation) | 10/07/1993 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.50 | 13.48 | 6.58 | 8.57 | 3.57 | 5.29 | … | … | 24.97 | -21.95 | 1.20 | 41.60 | 4.82 | -2.94 | 57.32 | 18.66 | -10.08 | 19.29 | -50.04 | 17.31 | -30.89 | 6.46 | 12.15 | 26.00 | 11.93 | 67.80 | 58.44 | -29.91 | -16.43 | -20.23 | 75.50 | -3.85 | 8.33 | 9.09 | 0.00 |
| Sharpe Ratio | NA | -0.44 | 0.51 | 0.26 | 0.25 | NA | NA | … | … | 1.97 | -0.97 | 0.02 | 1.74 | 0.20 | -0.14 | 2.90 | 0.70 | -0.21 | 0.39 | -0.58 | 0.20 | -0.69 | 0.10 | 0.28 | 0.97 | 0.36 | 1.91 | 1.04 | -0.61 | -0.42 | -0.50 | 0.57 | -0.23 | 0.09 | 0.09 | -0.02 |
| Standard Deviation(%) | NA | 27.32 | 24.50 | 24.16 | 31.68 | NA | NA | … | … | 28.30 | 24.06 | 24.67 | 23.74 | 23.78 | 20.81 | 19.78 | 26.82 | 47.11 | 49.50 | 85.87 | 83.06 | 49.60 | 31.37 | 35.93 | 25.77 | 30.89 | 34.97 | 55.08 | 55.51 | 46.71 | 47.07 | 35.42 | 32.23 | 50.45 | 69.37 | 86.54 |
| Draw Down(%) | NA | 36.38 | 36.38 | 36.38 | 43.59 | NA | NA | … | … | 14.55 | 36.38 | 18.79 | 16.52 | 16.94 | 19.85 | 8.48 | 10.34 | 33.11 | 36.82 | 63.67 | 45.14 | 41.03 | 20.51 | 21.75 | 19.83 | 19.08 | 23.22 | 32.13 | 39.41 | 32.50 | 32.63 | 10.44 | 13.76 | 18.52 | 26.67 | 18.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/28/2019, Common starting date is 10/07/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBSH (Union Bankshares Corporation) |
-27.49%
Nov 2006 – Nov 2009 |
-18.35%
Sep 2006 – Sep 2011 |
-2.75%
Feb 2006 – Feb 2016 |
0.50%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBSH (Union Bankshares Corporation) |
50.34%
Sep 2000 – Sep 2003 |
38.00%
Nov 2000 – Nov 2005 |
14.02%
Nov 1996 – Nov 2006 |
10.01%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart