Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAKV (Oak View National Bank) | 9.23% | 13.28% | 22.93% | 11.92% | 10.83% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKV (Oak View National Bank) | 08/22/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 13.28 | 22.93 | 11.92 | 10.83 | NA | NA | … | … | 9.23 | -4.35 | 73.76 | -6.86 | 1.09 | 29.16 | -22.22 | 20.38 | -4.27 | 36.67 | 13.21 | 2.91 | 6.19 | 21.25 | 0.00 |
| Sharpe Ratio | NA | 0.76 | 0.67 | 0.34 | 0.30 | NA | NA | … | … | 1.41 | -0.48 | 1.56 | -0.40 | -0.02 | 0.85 | -0.50 | 0.75 | -0.18 | 1.74 | 0.57 | 0.10 | 0.21 | 0.70 | -0.01 |
| Standard Deviation(%) | NA | 12.45 | 29.20 | 27.50 | 29.65 | NA | NA | … | … | 13.62 | 15.29 | 45.07 | 26.32 | 19.91 | 34.52 | 44.95 | 25.26 | 31.60 | 20.83 | 22.81 | 27.95 | 28.96 | 30.45 | 8.86 |
| Draw Down(%) | NA | 6.58 | 19.37 | 19.37 | 46.83 | NA | NA | … | … | 3.57 | 17.02 | 19.37 | 13.16 | 12.45 | 9.95 | 44.89 | 11.94 | 30.39 | 8.94 | 16.00 | 15.74 | 15.25 | 22.73 | 3.61 |
| Yield(%) | 0.00 | 2.59 | 3.20 | 2.11 | 1.74 | 1.68 | 1.26 | … | … | 2.51 | 1.81 | 2.29 | 1.05 | 0.52 | 0.53 | 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 08/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKV (Oak View National Bank) |
-7.11%
Aug 2017 – Aug 2020 |
-2.38%
Jun 2018 – Jun 2023 |
5.27%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKV (Oak View National Bank) |
26.83%
Jun 2015 – Jun 2018 |
20.38%
Aug 2020 – Aug 2025 |
12.28%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart