Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBSH (Empire Bancshares Inc) | 114.11% | 133.85% | 35.58% | 16.87% | 12.03% | 9.05% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBSH (Empire Bancshares Inc) | 05/17/2007 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 133.85 | 35.58 | 16.87 | 12.03 | 9.05 | NA | … | … | 114.11 | 8.08 | 0.82 | -10.14 | 0.30 | 14.60 | -16.29 | 6.31 | 7.27 | 14.91 | 31.35 | 19.76 | -15.87 | 8.51 | 2.14 | 32.05 | 207.14 | -51.72 | -51.67 | -25.00 |
| Sharpe Ratio | NA | 2.10 | 0.88 | 0.46 | 0.40 | NA | NA | … | … | 5.13 | 1.01 | -0.43 | -0.62 | -0.09 | 0.73 | -1.44 | 0.31 | 0.40 | 0.44 | 1.82 | 0.92 | -0.67 | 0.29 | 0.05 | 0.43 | 2.32 | -0.36 | -0.97 | -1.28 |
| Standard Deviation(%) | NA | 62.42 | 36.63 | 31.18 | 26.26 | NA | NA | … | … | 95.23 | 5.15 | 6.53 | 22.39 | 12.45 | 19.91 | 11.48 | 15.35 | 14.61 | 32.54 | 17.13 | 21.56 | 23.69 | 29.64 | 45.44 | 74.93 | 89.20 | 144.42 | 54.28 | 31.24 |
| Draw Down(%) | NA | 15.56 | 15.56 | 19.37 | 27.02 | NA | NA | … | … | 15.56 | 1.04 | 4.21 | 15.88 | 7.93 | 9.09 | 17.85 | 10.73 | 7.74 | 22.92 | 4.18 | 16.00 | 20.81 | 10.57 | 28.07 | 35.51 | 20.59 | 58.62 | 51.67 | 27.71 |
| Yield(%) | 0.00 | 2.53 | 2.54 | 1.98 | 2.39 | 2.28 | 1.28 | … | … | 0.00 | 2.50 | 2.43 | 2.13 | 2.12 | 1.42 | 1.73 | 1.67 | 1.67 | 1.76 | 2.09 | 2.45 | 1.88 | 1.93 | 1.79 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSH (Empire Bancshares Inc) |
-30.66%
Jun 2007 – Jun 2010 |
-12.23%
Jun 2007 – Jun 2012 |
0.92%
Jun 2007 – Jun 2017 |
1.81%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSH (Empire Bancshares Inc) |
62.89%
Jan 2010 – Jan 2013 |
35.58%
Apr 2009 – Apr 2014 |
25.59%
Jul 2009 – Jul 2019 |
14.74%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart