Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUFB (First Bankshares Inc) | NA | 0.00% | -26.26% | -13.67% | NA | NA | NA | … | … |
Data as of 12/22/2009, Common starting date is 07/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUFB (First Bankshares Inc) | 07/13/2004 | 12/22/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.26 | 0.00 | -26.26 | -13.67 | NA | NA | NA | … | … | 0.00 | -44.69 | -28.22 | 1.00 | 17.65 | -2.60 |
| Sharpe Ratio | NA | 0.00 | -0.24 | -0.17 | NA | NA | NA | … | … | 0.00 | -0.67 | -0.67 | -0.06 | 0.54 | -0.27 |
| Standard Deviation(%) | NA | 179.87 | 114.20 | 90.98 | NA | NA | NA | … | … | 182.04 | 67.57 | 46.67 | 39.25 | 28.80 | 24.21 |
| Draw Down(%) | NA | 61.61 | 85.03 | 87.66 | NA | NA | NA | … | … | 60.85 | 57.63 | 32.22 | 27.07 | 12.43 | 10.00 |
| Yield(%) | 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 12/22/2009, Common starting date is 07/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUFB (First Bankshares Inc) |
-46.30%
Mar 2006 – Mar 2009 |
-11.35%
Nov 2004 – Nov 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUFB (First Bankshares Inc) |
0.44%
Sep 2004 – Sep 2007 |
-6.99%
Aug 2004 – Aug 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart