Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCNCA (First Citizens BancShares, Inc.) | -3.01% | 14.99% | 18.69% | 18.99% | 23.56% | 17.93% | 13.35% | … | … |
Data as of 06/05/2026, Common starting date is 02/25/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCNCA (First Citizens BancShares, Inc.) | 02/25/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 14.99 | 18.69 | 18.99 | 23.56 | 17.93 | 13.35 | … | … | -3.01 | 1.99 | 49.46 | 87.73 | -8.35 | 44.83 | 8.35 | 41.64 | -6.12 | 13.92 | 38.10 | 2.63 | 14.11 | 36.99 | -5.89 | -6.79 | 15.99 | 8.33 | 5.58 | -27.59 | 16.84 | 18.48 | 24.12 | 26.05 | -0.20 | 22.35 | 17.50 | -21.49 | -12.57 | 36.60 | 41.65 | 28.84 | -4.88 | -7.21 | 71.55 |
| Sharpe Ratio | NA | 0.44 | 0.48 | 0.43 | 0.60 | NA | NA | … | … | -0.31 | -0.03 | 1.33 | 1.53 | -0.28 | 1.29 | 0.14 | 2.02 | -0.32 | 0.54 | 1.46 | 0.11 | 0.73 | 2.22 | -0.32 | -0.21 | 0.60 | 0.14 | 0.10 | -1.19 | 0.67 | 0.68 | 0.99 | 0.87 | -0.06 | 0.56 | 0.37 | -0.97 | -0.50 | 0.96 | 1.20 | 1.09 | -0.25 | -0.34 | 2.51 |
| Standard Deviation(%) | NA | 28.03 | 32.38 | 39.03 | 36.66 | NA | NA | … | … | 30.26 | 33.08 | 34.59 | 55.69 | 35.24 | 34.65 | 57.32 | 19.89 | 23.87 | 24.59 | 26.03 | 24.68 | 19.25 | 16.64 | 18.85 | 32.08 | 26.39 | 57.62 | 47.75 | 25.86 | 20.11 | 23.96 | 23.26 | 29.15 | 22.93 | 35.88 | 36.05 | 25.64 | 32.08 | 34.11 | 31.39 | 22.87 | 31.28 | 27.07 | 33.97 |
| Draw Down(%) | NA | 24.00 | 33.51 | 43.63 | 47.48 | NA | NA | … | … | 19.77 | 29.94 | 14.48 | 38.61 | 33.83 | 16.51 | 47.48 | 12.13 | 24.39 | 15.35 | 14.77 | 18.88 | 19.03 | 6.47 | 15.61 | 32.75 | 20.65 | 49.64 | 29.46 | 31.97 | 13.54 | 16.86 | 12.27 | 10.21 | 19.80 | 26.58 | 18.72 | 25.33 | 34.75 | 17.28 | 11.70 | 3.96 | 13.63 | 27.01 | 6.19 |
| Yield(%) | 0.11 | 0.45 | 0.57 | 0.59 | 1.30 | 1.42 | 1.22 | … | … | 0.19 | 0.38 | 0.48 | 0.52 | 0.25 | 0.33 | 0.31 | 0.42 | 0.36 | 0.35 | 0.48 | 0.48 | 0.54 | 0.72 | 0.67 | 0.62 | 0.71 | 0.79 | 0.77 | 0.53 | 0.61 | 0.76 | 0.90 | 1.12 | 1.02 | 1.25 | 1.45 | 1.12 | 0.94 | 1.30 | 1.68 | 1.90 | 1.67 | 1.19 | 1.75 |
Data as of 06/05/2026, Common starting date is 02/25/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCA (First Citizens BancShares, Inc.) |
-16.46%
Feb 2006 – Feb 2009 |
-4.88%
Sep 2006 – Sep 2011 |
2.71%
Jan 1998 – Jan 2008 |
3.73%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCA (First Citizens BancShares, Inc.) |
63.42%
Sep 2020 – Sep 2023 |
41.65%
Sep 2020 – Sep 2025 |
25.56%
Jul 2014 – Jul 2024 |
20.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart