Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VABK (Virginia National Bankshares Corporation) | 14.06% | 23.02% | 18.09% | 10.20% | 10.58% | 9.55% | 2.37% | … | … |
Data as of 06/10/2026, Common starting date is 05/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VABK (Virginia National Bankshares Corporation) | 05/05/1999 | 06/10/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.51 | 23.02 | 18.09 | 10.20 | 10.58 | 9.55 | 2.37 | … | … | 14.06 | 8.23 | 15.46 | -2.54 | 0.26 | 44.53 | -24.54 | 18.46 | -9.20 | 39.34 | 20.85 | 7.78 | 27.56 | 34.13 | -2.31 | -7.53 | 1.69 | -32.95 | -30.16 | -17.65 | 8.51 | 20.51 | 50.00 | -2.50 | 17.65 | -5.56 | -13.25 | 22.06 |
| Sharpe Ratio | NA | 0.53 | 0.41 | 0.22 | 0.27 | NA | NA | … | … | 0.58 | 0.17 | 0.32 | -0.18 | -0.05 | 1.14 | -0.66 | 1.35 | -0.49 | 1.24 | 1.00 | 0.56 | 1.72 | 1.44 | -0.06 | -0.10 | 0.02 | -0.57 | -0.56 | -0.75 | 0.18 | 0.53 | 1.81 | -0.16 | 0.49 | -0.21 | -0.48 | 0.68 |
| Standard Deviation(%) | NA | 30.42 | 35.09 | 30.86 | 30.36 | NA | NA | … | … | 29.07 | 31.43 | 37.29 | 33.94 | 21.86 | 39.06 | 37.57 | 12.57 | 21.56 | 31.30 | 20.72 | 13.89 | 16.04 | 23.72 | 41.02 | 73.69 | 70.19 | 57.95 | 55.02 | 27.84 | 28.25 | 34.43 | 27.11 | 20.65 | 33.52 | 38.33 | 36.67 | 46.57 |
| Draw Down(%) | NA | 12.80 | 40.91 | 40.91 | 50.36 | NA | NA | … | … | 12.53 | 11.88 | 33.63 | 32.42 | 26.09 | 20.86 | 35.81 | 5.24 | 35.28 | 16.12 | 10.00 | 6.47 | 6.11 | 8.82 | 22.69 | 48.96 | 44.68 | 45.07 | 36.51 | 28.93 | 17.43 | 19.19 | 16.90 | 17.50 | 15.56 | 15.00 | 28.74 | 13.45 |
| Yield(%) | 0.00 | 3.83 | 4.52 | 4.16 | 5.06 | 5.75 | 1.76 | … | … | 1.81 | 3.83 | 3.57 | 3.68 | 3.24 | 4.43 | 3.18 | 3.48 | 2.93 | 2.21 | 2.01 | 1.71 | 1.51 | 1.16 | 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VABK (Virginia National Bankshares Corporation) |
-28.27%
Oct 2006 – Oct 2009 |
-20.31%
Oct 2006 – Oct 2011 |
-5.11%
Mar 2006 – Mar 2016 |
-1.42%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VABK (Virginia National Bankshares Corporation) |
34.92%
Oct 2003 – Oct 2006 |
27.32%
Jun 2013 – Jun 2018 |
13.83%
Dec 2012 – Dec 2022 |
10.51%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart