Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRYB (Surrey Bancorp) | NA | 17.14% | 18.33% | 8.23% | 10.61% | NA | NA | … | … |
Data as of 04/21/2023, Common starting date is 04/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRYB (Surrey Bancorp) | 04/22/2009 | 04/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.09 | 17.14 | 18.33 | 8.23 | 10.61 | NA | NA | … | … | -30.42 | 70.26 | 64.19 | -23.05 | 7.32 | 5.00 | 18.58 | -0.88 | -19.94 | 21.19 | 34.29 | -5.41 | 73.93 | -31.18 | -10.05 |
| Sharpe Ratio | NA | 0.28 | 0.44 | 0.23 | 0.27 | NA | NA | … | … | -2.30 | 1.14 | 3.18 | -0.72 | 0.41 | 0.43 | 0.49 | -0.04 | -0.46 | 0.43 | 0.78 | -0.20 | 0.96 | -0.53 | -0.24 |
| Standard Deviation(%) | NA | 59.10 | 41.15 | 33.80 | 37.37 | NA | NA | … | … | 32.69 | 60.19 | 25.44 | 32.02 | 14.56 | 8.63 | 37.11 | 29.25 | 43.39 | 49.38 | 44.01 | 27.49 | 77.06 | 59.04 | 58.54 |
| Draw Down(%) | NA | 36.50 | 36.50 | 38.46 | 40.98 | NA | NA | … | … | 32.92 | 14.77 | 7.06 | 39.02 | 8.90 | 4.44 | 18.33 | 24.00 | 33.29 | 16.13 | 25.71 | 17.00 | 25.00 | 35.29 | 23.28 |
| Yield(%) | 0.00 | 3.95 | 4.48 | 3.75 | 4.90 | 3.38 | 2.53 | … | … | 0.50 | 3.73 | 3.61 | 3.31 | 3.70 | 3.55 | 3.27 | 3.16 | 1.90 | 1.87 | 2.40 | 1.95 | 2.82 | 0.00 | 0.00 |
Data as of 04/21/2023, Common starting date is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRYB (Surrey Bancorp) |
-5.85%
Oct 2017 – Oct 2020 |
-5.67%
Mar 2015 – Mar 2020 |
5.98%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRYB (Surrey Bancorp) |
33.14%
Feb 2011 – Feb 2014 |
21.23%
Jul 2010 – Jul 2015 |
14.92%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart