Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CNBL (Citizens National Bancshares of Bossier Inc) 9.22% 5.20% -8.59% 3.10% -0.64% 1.95% NA
Data as of 06/11/2026, Common starting date is 03/29/2010
More Performance Analytics Comparison
Name Start Date End Date
CNBL (Citizens National Bancshares of Bossier Inc) 03/29/2010 06/11/2026
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
Annualized Return (%) -4.00 5.20 -8.59 3.10 -0.64 1.95 NA 9.22 3.16 -34.81 8.33 35.14 1.00 -17.60 -0.87 -3.85 13.40 0.73 11.92 -2.15 37.38 -9.21 12.95 0.00
Sharpe Ratio NA 0.33 -0.40 0.06 -0.05 NA NA 2.08 0.01 -1.03 0.31 1.36 0.03 -0.25 -0.06 -0.51 0.44 0.03 0.31 -0.10 1.60 -0.44 0.35 0.00
Standard Deviation(%) NA 21.04 26.16 24.60 34.24 NA NA 15.65 20.16 37.27 15.29 24.91 29.13 72.28 38.44 10.36 28.77 19.71 38.36 21.70 23.31 21.40 36.62 NA
Draw Down(%) NA 18.03 40.77 40.77 41.50 NA NA 4.83 18.03 38.16 6.00 8.00 18.18 36.06 18.32 6.55 18.97 14.81 17.81 9.26 9.97 16.36 13.28 0.00
Yield(%) 0.00 3.12 1.40 3.39 2.06 2.15 2.00 3.24 2.79 0.00 4.00 5.13 3.46 3.00 1.94 0.95 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBL (Citizens National Bancshares of Bossier Inc) -13.48%
Apr 2017 – Apr 2020
-6.42%
Apr 2015 – Apr 2020
-1.77%
Oct 2014 – Oct 2024
1.83%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBL (Citizens National Bancshares of Bossier Inc) 21.13%
Apr 2020 – Apr 2023
12.07%
Feb 2013 – Feb 2018
6.74%
Jan 2013 – Jan 2023
2.76%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return