Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) | 20.09% | 28.75% | 15.62% | 7.64% | 8.59% | 8.70% | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBPA (The Farmers Bank of Appomattox) | 09/07/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.17 | 28.75 | 15.62 | 7.64 | 8.59 | 8.70 | NA | … | … | 20.09 | 19.71 | 2.67 | -9.03 | -2.44 | 17.29 | -5.53 | -5.30 | -6.36 | 41.09 | 31.55 | 11.07 | 7.74 | 15.07 | 5.90 | 42.47 | 15.35 | 13.75 | -40.49 | -8.61 |
| Sharpe Ratio | NA | 2.07 | 0.71 | 0.16 | 0.23 | NA | NA | … | … | 4.75 | 1.11 | -0.08 | -0.45 | -0.20 | 0.23 | -0.18 | -0.52 | -0.42 | 1.10 | 2.90 | 0.56 | 0.88 | 0.88 | 0.42 | 1.65 | 0.55 | 0.29 | -1.10 | -2.59 |
| Standard Deviation(%) | NA | 16.55 | 19.72 | 37.33 | 31.74 | NA | NA | … | … | 13.21 | 15.27 | 12.37 | 28.69 | 19.52 | 74.04 | 31.39 | 12.91 | 18.56 | 37.04 | 10.82 | 19.69 | 8.76 | 17.02 | 13.87 | 25.69 | 27.93 | 47.11 | 37.48 | 10.59 |
| Draw Down(%) | NA | 9.09 | 17.86 | 52.37 | 52.37 | NA | NA | … | … | 0.71 | 9.09 | 6.55 | 17.86 | 15.20 | 44.95 | 34.78 | 8.49 | 10.14 | 19.29 | 4.25 | 20.22 | 4.55 | 7.35 | 12.35 | 9.37 | 12.50 | 30.97 | 44.08 | 8.61 |
| Yield(%) | 0.00 | 4.65 | 4.67 | 4.15 | 5.03 | 5.68 | 4.21 | … | … | 2.50 | 4.63 | 4.33 | 3.96 | 4.11 | 4.12 | 3.30 | 2.81 | 2.88 | 3.49 | 3.99 | 4.00 | 4.12 | 4.84 | 4.26 | 5.78 | 5.37 | 4.79 | 3.65 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) |
-14.02%
Jul 2021 – Jul 2024 |
-3.46%
Sep 2018 – Sep 2023 |
3.77%
Mar 2015 – Mar 2025 |
6.97%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBPA (The Farmers Bank of Appomattox) |
27.39%
Nov 2014 – Nov 2017 |
22.32%
Mar 2010 – Mar 2015 |
16.83%
Dec 2008 – Dec 2018 |
10.40%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart