Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) | -20.75% | 35.46% | 23.48% | 15.44% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNBP (Cornerstone Bancorp Inc) | 12/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 35.46 | 23.48 | 15.44 | NA | NA | NA | … | … | -20.75 | 87.22 | 23.26 | 8.09 | 0.47 | 6.67 | -6.40 | 0.00 |
| Sharpe Ratio | NA | 1.31 | 1.29 | 1.05 | NA | NA | NA | … | … | -2.21 | 4.33 | 2.14 | 0.73 | -0.32 | 1.33 | -0.34 | NA |
| Standard Deviation(%) | NA | 23.67 | 15.24 | 12.02 | NA | NA | NA | … | … | 20.88 | 19.59 | 9.17 | 6.15 | 3.01 | 4.98 | 19.30 | 0.00 |
| Draw Down(%) | NA | 23.83 | 23.83 | 23.83 | NA | NA | NA | … | … | 23.83 | 1.32 | 3.27 | 2.37 | 2.62 | 1.85 | 18.59 | 0.00 |
| Yield(%) | 0.00 | 3.13 | 3.83 | 2.50 | 1.21 | 0.81 | 0.60 | … | … | 1.83 | 3.03 | 3.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) |
0.23%
Jan 2020 – Jan 2023 |
6.81%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) |
35.62%
Dec 2022 – Dec 2025 |
21.73%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart