Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSVN (Bank7 Corp.) | 10.78% | 20.56% | 27.81% | 23.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSVN (Bank7 Corp.) | 09/20/2018 | 06/05/2026 |
| 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 (%) | 1.85 | 20.56 | 27.81 | 23.56 | NA | NA | NA | … | … | 10.78 | -10.03 | 75.30 | 10.03 | 13.72 | 65.76 | -22.01 | 49.58 | -30.05 |
| Sharpe Ratio | NA | 0.67 | 0.75 | 0.61 | NA | NA | NA | … | … | 0.96 | -0.46 | 1.96 | 0.19 | 0.34 | 1.60 | -0.25 | 1.47 | -1.17 |
| Standard Deviation(%) | NA | 26.58 | 32.69 | 34.45 | NA | NA | NA | … | … | 25.45 | 28.20 | 36.58 | 34.43 | 36.04 | 41.14 | 89.63 | 32.74 | 63.81 |
| Draw Down(%) | NA | 21.72 | 27.75 | 30.81 | NA | NA | NA | … | … | 15.68 | 25.50 | 12.82 | 30.81 | 18.29 | 18.82 | 69.36 | 14.25 | 37.91 |
| Yield(%) | 0.00 | 2.74 | 3.94 | 4.27 | 2.63 | 1.75 | 1.31 | … | … | 0.65 | 2.28 | 3.32 | 2.84 | 2.22 | 3.14 | 2.17 | 4.59 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVN (Bank7 Corp.) |
10.18%
Sep 2019 – Sep 2022 |
8.21%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVN (Bank7 Corp.) |
49.58%
Mar 2020 – Mar 2023 |
41.08%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart