Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHCO (City Holding Company) | 9.35% | 11.28% | 13.20% | 13.74% | 13.64% | 13.69% | 10.35% | … | … |
Data as of 06/11/2026, Common starting date is 06/26/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHCO (City Holding Company) | 06/26/1987 | 06/11/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 11.28 | 13.20 | 13.74 | 13.64 | 13.69 | 10.35 | … | … | 9.35 | 3.38 | 10.41 | 21.95 | 17.28 | 21.28 | -12.17 | 24.83 | 2.85 | 3.17 | 53.66 | 1.59 | 4.10 | 37.94 | 7.08 | -2.45 | 17.08 | -2.73 | 6.58 | -14.62 | 17.11 | 2.11 | 6.09 | 27.20 | 137.82 | 109.39 | -56.94 | -56.92 | -22.62 | 65.52 | 1.50 | 4.31 | 6.33 | 57.14 | 42.15 | 12.07 | -3.33 | -28.57 | -4.55 | 59.68 |
| Sharpe Ratio | NA | 0.48 | 0.52 | 0.45 | 0.44 | NA | NA | … | … | 0.94 | 0.02 | 0.26 | 0.73 | 0.77 | 0.88 | -0.25 | 1.19 | 0.07 | 0.11 | 2.26 | 0.07 | 0.20 | 1.85 | 0.32 | -0.07 | 0.53 | -0.05 | 0.10 | -0.51 | 0.54 | -0.01 | 0.19 | 0.82 | 2.97 | 1.52 | -0.71 | -1.14 | -0.56 | 1.61 | -0.04 | 0.01 | 0.05 | 0.81 | 0.84 | 0.15 | -0.19 | -0.37 | -0.16 | 1.35 |
| Standard Deviation(%) | NA | 19.68 | 22.99 | 23.10 | 26.55 | NA | NA | … | … | 17.82 | 21.30 | 26.53 | 25.36 | 20.65 | 24.09 | 48.56 | 19.62 | 22.38 | 22.95 | 23.63 | 21.78 | 20.07 | 20.52 | 21.96 | 37.13 | 32.30 | 53.23 | 57.36 | 34.84 | 25.29 | 23.80 | 26.78 | 32.43 | 45.94 | 72.03 | 86.49 | 52.89 | 46.31 | 38.10 | 52.20 | 44.63 | 66.21 | 67.72 | 46.69 | 55.62 | 46.62 | 93.33 | 57.37 | 106.54 |
| Draw Down(%) | NA | 11.76 | 18.38 | 18.38 | 32.25 | NA | NA | … | … | 8.78 | 11.76 | 11.81 | 16.05 | 13.47 | 16.04 | 32.16 | 11.75 | 19.27 | 17.09 | 14.12 | 14.51 | 10.48 | 12.42 | 15.80 | 27.86 | 27.92 | 39.27 | 37.90 | 23.77 | 8.00 | 22.13 | 22.96 | 10.91 | 20.51 | 29.17 | 67.23 | 59.04 | 41.18 | 13.67 | 19.81 | 16.67 | 25.71 | 15.25 | 9.33 | 23.53 | 20.00 | 52.38 | 18.57 | 45.65 |
| Yield(%) | 0.00 | 2.86 | 3.21 | 3.64 | 5.13 | 7.05 | 5.49 | … | … | 1.45 | 2.76 | 2.63 | 2.88 | 2.97 | 3.36 | 2.77 | 3.18 | 2.85 | 3.25 | 3.86 | 3.62 | 3.43 | 4.01 | 4.02 | 3.65 | 4.15 | 4.07 | 4.02 | 2.95 | 2.97 | 2.72 | 2.42 | 2.66 | 2.41 | 0.00 | 3.14 | 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 06/11/2026, Common starting date is 06/26/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCO (City Holding Company) |
-50.56%
Jan 1998 – Jan 2001 |
-24.76%
Dec 1995 – Dec 2000 |
-4.17%
Oct 1990 – Oct 2000 |
0.94%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCO (City Holding Company) |
85.02%
Dec 2000 – Dec 2003 |
48.25%
Jan 2001 – Jan 2006 |
23.61%
Dec 2000 – Dec 2010 |
18.94%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart