Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFR (Cullen/Frost Bankers, Inc.) | 12.31% | 14.32% | 13.59% | 6.13% | 10.77% | 9.65% | 7.86% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFR (Cullen/Frost Bankers, Inc.) | 03/17/1980 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.42 | 14.32 | 13.59 | 6.13 | 10.77 | 9.65 | 7.86 | … | … | 12.31 | -2.76 | 27.86 | -16.06 | 8.66 | 48.17 | -7.58 | 14.60 | -4.84 | 9.93 | 51.99 | -12.41 | -2.55 | 41.26 | 6.09 | -10.39 | 26.37 | 2.34 | 3.14 | -6.52 | 6.46 | 13.15 | 22.62 | 27.45 | 8.55 | -24.23 | 66.90 | -6.15 | -9.58 | 82.52 | 33.00 | 61.94 | -12.41 | 25.08 | 104.96 | 137.25 | -42.05 | -11.11 | 67.80 | -43.27 | -38.46 | -13.78 | -17.99 | 35.80 | -19.27 | -18.05 | 44.57 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.11 | 0.28 | NA | NA | … | … | 1.32 | -0.20 | 0.87 | -0.51 | 0.25 | 1.72 | -0.12 | 0.55 | -0.27 | 0.40 | 1.51 | -0.48 | -0.14 | 2.76 | 0.37 | -0.33 | 1.31 | 0.05 | 0.04 | -0.40 | 0.20 | 0.71 | 1.35 | 1.45 | 0.23 | -0.73 | 1.44 | -0.35 | -0.48 | 3.28 | 1.08 | 3.01 | -0.68 | 0.82 | 2.85 | 2.50 | -0.84 | -0.60 | 1.66 | -0.87 | -1.23 | -0.76 | -1.32 | 1.00 | -1.27 | -0.66 | 2.21 |
| Standard Deviation(%) | NA | 22.04 | 28.05 | 30.31 | 33.37 | NA | NA | … | … | 21.68 | 28.05 | 27.94 | 38.86 | 29.59 | 27.92 | 64.26 | 23.86 | 23.01 | 23.22 | 34.22 | 25.89 | 17.97 | 14.92 | 16.38 | 31.12 | 20.05 | 47.20 | 56.52 | 24.43 | 14.95 | 15.43 | 16.02 | 18.50 | 32.53 | 37.09 | 43.56 | 27.08 | 27.12 | 23.90 | 26.86 | 19.24 | 22.69 | 27.97 | 35.51 | 53.10 | 56.23 | 28.20 | 37.60 | 54.73 | 34.78 | 25.42 | 18.96 | 29.30 | 21.32 | 42.92 | 23.09 |
| Draw Down(%) | NA | 12.95 | 27.43 | 45.62 | 56.86 | NA | NA | … | … | 11.38 | 26.55 | 17.92 | 37.46 | 21.26 | 18.58 | 49.29 | 22.94 | 30.22 | 16.69 | 29.08 | 25.84 | 16.12 | 9.08 | 9.85 | 27.43 | 14.51 | 27.04 | 26.87 | 13.79 | 10.30 | 12.15 | 6.77 | 11.98 | 26.14 | 41.97 | 23.70 | 20.52 | 31.65 | 11.48 | 11.27 | 7.85 | 25.48 | 24.22 | 20.26 | 21.13 | 53.19 | 44.14 | 22.08 | 58.33 | 44.00 | 35.09 | 31.75 | 21.21 | 30.91 | 32.50 | 15.49 |
| Yield(%) | 0.76 | 3.19 | 3.66 | 2.99 | 4.61 | 4.97 | 4.37 | … | … | 1.58 | 2.98 | 3.43 | 2.75 | 2.51 | 3.36 | 2.91 | 3.15 | 2.71 | 2.58 | 3.71 | 3.01 | 2.76 | 3.55 | 3.52 | 2.96 | 3.55 | 3.40 | 3.38 | 2.71 | 2.43 | 2.43 | 2.56 | 2.81 | 2.89 | 2.12 | 3.13 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFR (Cullen/Frost Bankers, Inc.) |
-36.25%
Jan 1985 – Jan 1988 |
-22.70%
Oct 1985 – Oct 1990 |
-16.47%
Oct 1980 – Oct 1990 |
2.98%
Jan 1981 – Jan 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFR (Cullen/Frost Bankers, Inc.) |
87.58%
Oct 1990 – Oct 1993 |
58.40%
Oct 1990 – Oct 1995 |
40.35%
Dec 1990 – Dec 2000 |
29.42%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart