Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOMB (Home Bancshares, Inc. (Conway, AR)) | 0.89% | -1.55% | 8.95% | 3.77% | 4.95% | 35.90% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/23/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOMB (Home Bancshares, Inc. (Conway, AR)) | 06/23/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.58 | -1.55 | 8.95 | 3.77 | 4.95 | 35.90 | NA | … | … | 0.89 | 0.92 | 14.97 | 14.82 | -3.73 | 27.89 | 2.30 | 23.70 | -28.25 | -14.86 | 470.74 | 33.72 | -9.87 | 421.60 | 75.08 | 42.19 | 8.74 | 11.20 | 57.68 | 1.37 | 26.50 |
| Sharpe Ratio | NA | -0.10 | 0.24 | 0.00 | 0.27 | NA | NA | … | … | -0.21 | -0.08 | 0.41 | 0.38 | -0.18 | 0.87 | 0.03 | 0.82 | -1.18 | -0.56 | 4.57 | 1.33 | -0.34 | 5.52 | 3.06 | 1.22 | 0.29 | 0.22 | 0.99 | -0.05 | 1.94 |
| Standard Deviation(%) | NA | 22.33 | 25.87 | 27.93 | 40.75 | NA | NA | … | … | 21.68 | 25.72 | 27.58 | 29.39 | 29.16 | 32.10 | 69.45 | 26.98 | 25.29 | 28.04 | 103.02 | 25.30 | 28.70 | 76.35 | 24.81 | 34.66 | 29.87 | 49.79 | 57.19 | 32.64 | 27.61 |
| Draw Down(%) | NA | 14.78 | 21.45 | 25.34 | 62.94 | NA | NA | … | … | 14.78 | 19.28 | 12.46 | 19.63 | 21.26 | 26.55 | 49.79 | 18.58 | 36.84 | 27.34 | 16.67 | 14.68 | 22.20 | 8.82 | 6.61 | 14.20 | 25.77 | 42.26 | 29.97 | 16.53 | 10.78 |
| Yield(%) | 0.00 | 2.87 | 3.34 | 2.74 | 2.71 | 14.65 | 20.49 | … | … | 1.50 | 2.89 | 2.96 | 3.21 | 2.66 | 2.87 | 2.70 | 3.08 | 2.00 | 1.45 | 4.26 | 6.92 | 3.85 | 16.81 | 35.46 | 18.67 | 17.09 | 17.44 | 24.20 | 13.49 | 5.65 |
Data as of 06/10/2026, Common starting date is 06/23/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMB (Home Bancshares, Inc. (Conway, AR)) |
-22.01%
Mar 2017 – Mar 2020 |
-1.20%
Feb 2017 – Feb 2022 |
12.19%
May 2016 – May 2026 |
35.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMB (Home Bancshares, Inc. (Conway, AR)) |
137.40%
Nov 2010 – Nov 2013 |
128.88%
Dec 2011 – Dec 2016 |
68.52%
Feb 2007 – Feb 2017 |
41.99%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart