Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBNC (First Bancorp) | 22.16% | 51.82% | 25.97% | 10.57% | 14.48% | 15.10% | 8.26% | … | … |
Data as of 06/12/2026, Common starting date is 04/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBNC (First Bancorp) | 04/30/1987 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.23 | 51.82 | 25.97 | 10.57 | 14.48 | 15.10 | 8.26 | … | … | 22.16 | 17.79 | 21.66 | -11.24 | -4.19 | 37.67 | -12.61 | 24.00 | -6.49 | 31.41 | 47.11 | 3.33 | 13.13 | 32.48 | 18.43 | -25.02 | 12.08 | -22.18 | 1.59 | -10.25 | 12.20 | -23.26 | -10.38 | 37.28 | 8.18 | 48.79 | 0.22 | 28.02 | -17.14 | 89.19 | 45.10 | 21.43 | 0.00 | 37.70 | 35.56 | -11.76 | 3.89 | 5.88 | 10.87 | -35.21 |
| Sharpe Ratio | NA | 1.59 | 0.69 | 0.20 | 0.35 | NA | NA | … | … | 1.47 | 0.52 | 0.50 | -0.39 | -0.19 | 1.15 | -0.19 | 1.13 | -0.33 | 1.37 | 2.34 | 0.14 | 0.51 | 0.96 | 0.51 | -0.40 | 0.28 | -0.28 | 0.01 | -0.33 | 0.25 | -0.73 | -0.23 | 1.39 | 0.24 | 1.19 | -0.07 | 0.39 | -0.31 | 1.98 | 1.04 | 0.40 | -0.06 | 0.58 | 0.58 | -0.28 | -0.03 | 0.00 | 0.09 | -0.91 |
| Standard Deviation(%) | NA | 28.11 | 33.38 | 32.73 | 35.19 | NA | NA | … | … | 28.83 | 29.00 | 35.88 | 38.88 | 29.08 | 32.86 | 69.18 | 19.95 | 23.64 | 22.61 | 20.01 | 23.07 | 25.70 | 33.97 | 36.34 | 62.01 | 42.50 | 78.46 | 73.75 | 40.25 | 34.87 | 34.88 | 49.78 | 26.35 | 29.06 | 39.76 | 58.45 | 62.92 | 65.52 | 43.02 | 39.61 | 43.41 | 48.43 | 60.50 | 56.35 | 56.14 | 61.35 | 48.97 | 67.17 | 56.96 |
| Draw Down(%) | NA | 16.25 | 26.02 | 44.98 | 54.13 | NA | NA | … | … | 15.30 | 21.16 | 19.39 | 37.44 | 30.58 | 20.47 | 51.62 | 15.59 | 27.42 | 12.54 | 15.31 | 15.42 | 18.71 | 14.81 | 31.92 | 51.29 | 27.86 | 60.38 | 44.56 | 34.47 | 14.76 | 27.00 | 35.93 | 8.89 | 17.50 | 17.60 | 29.32 | 26.05 | 42.86 | 18.69 | 14.71 | 13.56 | 18.18 | 11.76 | 23.53 | 23.21 | 29.73 | 23.91 | 19.35 | 35.21 |
| Yield(%) | 0.00 | 2.24 | 2.71 | 2.10 | 3.51 | 5.50 | 2.79 | … | … | 0.47 | 2.12 | 2.37 | 2.10 | 1.90 | 2.41 | 1.81 | 1.65 | 1.12 | 1.19 | 1.78 | 1.77 | 1.94 | 2.36 | 2.87 | 2.02 | 2.21 | 1.87 | 4.13 | 3.38 | 3.58 | 2.57 | 3.13 | 3.98 | 4.06 | 5.54 | 4.24 | 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 06/12/2026, Common starting date is 04/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBNC (First Bancorp) |
-20.32%
Jul 2009 – Jul 2012 |
-18.04%
Feb 2004 – Feb 2009 |
-7.68%
Jun 2002 – Jun 2012 |
0.68%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBNC (First Bancorp) |
50.84%
Mar 1995 – Mar 1998 |
37.25%
Mar 1993 – Mar 1998 |
26.99%
Apr 1992 – Apr 2002 |
19.47%
Oct 1989 – Oct 2004 |
Annualized Rolling Returns Comparison Chart