Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMTB (Amerant Bancorp Inc.) | 21.63% | 32.20% | 7.68% | 2.85% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMTB (Amerant Bancorp Inc.) | 10/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.93 | 32.20 | 7.68 | 2.85 | NA | NA | NA | … | … | 21.63 | -11.34 | -7.30 | -6.81 | -21.38 | 127.69 | -30.24 | 67.49 | -50.44 |
| Sharpe Ratio | NA | 1.10 | 0.17 | -0.05 | NA | NA | NA | … | … | 1.47 | -0.39 | -0.30 | -0.25 | -0.69 | 3.25 | -0.37 | 1.64 | -0.88 |
| Standard Deviation(%) | NA | 30.55 | 36.36 | 36.24 | NA | NA | NA | … | … | 29.71 | 36.46 | 36.59 | 42.03 | 33.28 | 39.25 | 81.56 | 40.32 | 112.83 |
| Draw Down(%) | NA | 22.86 | 36.88 | 54.15 | NA | NA | NA | … | … | 12.14 | 30.17 | 29.00 | 45.45 | 30.49 | 18.48 | 57.27 | 26.37 | 64.14 |
| Yield(%) | 0.00 | 1.99 | 1.81 | 1.53 | 0.64 | 0.43 | 0.32 | … | … | 0.91 | 1.67 | 1.45 | 1.35 | 1.04 | 0.40 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTB (Amerant Bancorp Inc.) |
-16.33%
Oct 2022 – Oct 2025 |
0.28%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTB (Amerant Bancorp Inc.) |
38.56%
Dec 2018 – Dec 2021 |
17.08%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart