Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPOF (Old Point Financial Corporation) | NA | 123.54% | 24.75% | 24.92% | 12.70% | 11.23% | 4.12% | … | … |
Data as of 08/29/2025, Common starting date is 01/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPOF (Old Point Financial Corporation) | 01/11/1999 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 123.54 | 24.75 | 24.92 | 12.70 | 11.23 | 4.12 | … | … | 62.88 | 50.00 | -31.57 | 18.09 | 25.35 | -29.12 | 28.48 | -25.39 | 20.80 | 48.63 | 16.90 | 19.03 | 18.06 | 11.45 | -14.64 | -20.93 | -16.46 | -2.42 | -26.14 | -1.34 | -13.23 | 11.70 | 31.64 | -13.55 | 75.24 | -10.73 | -39.06 |
| Sharpe Ratio | NA | 3.96 | 0.54 | 0.62 | 0.31 | NA | NA | … | … | 3.19 | 1.41 | -0.75 | 0.54 | 0.70 | -0.47 | 0.88 | -0.80 | 0.80 | 1.89 | 0.90 | 0.59 | 0.86 | 0.46 | -0.48 | -0.53 | -0.39 | -0.06 | -0.87 | -0.28 | -0.74 | 0.45 | 0.73 | -0.34 | 1.98 | -0.30 | -0.94 |
| Standard Deviation(%) | NA | 31.91 | 39.63 | 37.02 | 37.16 | NA | NA | … | … | 33.41 | 32.97 | 47.52 | 31.14 | 36.07 | 62.56 | 30.63 | 33.71 | 25.32 | 25.58 | 18.78 | 32.15 | 20.91 | 24.86 | 30.70 | 39.43 | 42.48 | 57.61 | 33.95 | 16.78 | 21.02 | 23.91 | 42.20 | 43.86 | 37.53 | 49.35 | 45.69 |
| Draw Down(%) | NA | 10.24 | 49.90 | 49.90 | 63.89 | NA | NA | … | … | 6.72 | 25.51 | 46.78 | 25.07 | 20.78 | 58.55 | 15.09 | 35.14 | 20.41 | 6.58 | 12.35 | 19.30 | 6.92 | 11.41 | 25.14 | 36.22 | 29.10 | 23.81 | 38.17 | 8.83 | 17.64 | 16.54 | 28.80 | 35.70 | 12.50 | 24.92 | 42.65 |
| Yield(%) | 0.00 | 2.91 | 2.35 | 3.25 | 2.94 | 3.35 | 1.83 | … | … | 1.08 | 3.03 | 2.12 | 2.23 | 2.03 | 1.75 | 2.17 | 1.48 | 1.73 | 2.16 | 2.24 | 2.03 | 1.97 | 2.00 | 1.64 | 1.53 | 2.63 | 3.35 | 2.68 | 2.41 | 1.91 | 2.13 | 2.00 | 2.42 | 3.65 | 2.26 | 0.00 |
Data as of 08/29/2025, Common starting date is 01/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPOF (Old Point Financial Corporation) |
-21.11%
Jun 2017 – Jun 2020 |
-17.18%
Oct 2006 – Oct 2011 |
-8.49%
Oct 2002 – Oct 2012 |
-2.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPOF (Old Point Financial Corporation) |
32.50%
Sep 2014 – Sep 2017 |
27.29%
Jun 2012 – Jun 2017 |
12.54%
May 2015 – May 2025 |
10.70%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart