Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UWHR (Uwharrie Capital Corp) | 4.66% | 26.92% | 19.81% | 8.65% | 18.27% | 13.00% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UWHR (Uwharrie Capital Corp) | 05/07/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 26.92 | 19.81 | 8.65 | 18.27 | 13.00 | NA | … | … | 4.66 | 26.16 | 8.36 | 5.19 | -13.19 | 76.57 | 44.55 | 7.19 | -5.72 | 4.22 | 62.05 | 23.29 | 20.47 | -7.47 | 2.67 | -17.58 | -23.37 | 18.75 | -22.84 | 16.70 |
| Sharpe Ratio | NA | 0.87 | 0.53 | 0.16 | 0.38 | NA | NA | … | … | 0.43 | 0.67 | 0.22 | 0.04 | -0.25 | 2.24 | 0.53 | 0.19 | -0.21 | 0.30 | 1.68 | 0.50 | 0.37 | -0.10 | 0.02 | -0.19 | -0.22 | 0.15 | -0.19 | 0.39 |
| Standard Deviation(%) | NA | 27.84 | 30.97 | 38.06 | 42.68 | NA | NA | … | … | 20.16 | 35.09 | 21.80 | 38.48 | 58.62 | 34.14 | 83.27 | 29.81 | 34.54 | 11.86 | 36.76 | 46.49 | 54.75 | 74.28 | 135.09 | 92.45 | 105.26 | 121.38 | 126.43 | 61.45 |
| Draw Down(%) | NA | 8.01 | 12.50 | 38.90 | 38.90 | NA | NA | … | … | 8.01 | 10.51 | 12.00 | 18.75 | 38.90 | 9.88 | 27.12 | 14.82 | 24.54 | 4.04 | 13.17 | 19.03 | 16.61 | 34.60 | 40.25 | 45.00 | 62.11 | 55.00 | 53.06 | 22.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.99 | 5.44 | 3.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 34.84 | 0.00 | 0.00 | 0.00 | 26.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UWHR (Uwharrie Capital Corp) |
-26.20%
Oct 2007 – Oct 2010 |
-13.92%
Jul 2007 – Jul 2012 |
2.23%
Aug 2007 – Aug 2017 |
6.30%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UWHR (Uwharrie Capital Corp) |
49.00%
Feb 2019 – Feb 2022 |
31.92%
Sep 2016 – Sep 2021 |
24.40%
Jan 2012 – Jan 2022 |
16.87%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart