Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBKC (IBERIABANK Corporation) | NA | -40.55% | -17.37% | -6.51% | 0.79% | 3.01% | 10.22% | … | … |
Data as of 07/02/2020, Common starting date is 04/07/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBKC (IBERIABANK Corporation) | 04/07/1995 | 07/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.14 | -40.55 | -17.37 | -6.51 | 0.79 | 3.01 | 10.22 | … | … | -42.43 | 16.41 | -17.06 | -7.46 | 52.08 | -15.08 | 3.18 | 27.95 | -0.37 | -16.62 | 9.89 | 12.10 | 2.67 | -20.83 | 15.76 | -3.91 | 12.47 | 46.91 | 44.88 | 27.45 | 58.18 | -37.85 | -25.94 | 65.97 | 20.00 | 15.94 |
| Sharpe Ratio | NA | -0.74 | -0.76 | -0.71 | -0.62 | NA | NA | … | … | -0.73 | -0.29 | -1.61 | -1.25 | 0.57 | -1.34 | -0.74 | 0.46 | -0.84 | -1.02 | -0.35 | -0.14 | -0.30 | -1.31 | -0.29 | -0.93 | -0.32 | 1.26 | 1.36 | 0.22 | -0.26 | -0.32 | 0.18 | 0.53 | 1.04 | -2.68 |
| Standard Deviation(%) | NA | 87.27 | 53.91 | 45.22 | 36.61 | NA | NA | … | … | 120.83 | 23.77 | 24.05 | 21.51 | 31.43 | 25.08 | 20.81 | 20.59 | 22.72 | 34.62 | 25.09 | 47.34 | 57.00 | 32.96 | 22.44 | 26.85 | 22.18 | 21.88 | 18.45 | 28.52 | 39.90 | 40.00 | 41.88 | 35.92 | 21.14 | 21.73 |
| Draw Down(%) | NA | 65.58 | 68.92 | 69.99 | 69.99 | NA | NA | … | … | 65.43 | 17.99 | 29.31 | 18.13 | 22.97 | 23.65 | 15.59 | 13.98 | 19.27 | 28.26 | 23.24 | 22.83 | 32.74 | 30.96 | 13.85 | 16.64 | 16.16 | 7.44 | 13.07 | 14.04 | 19.20 | 43.62 | 37.08 | 18.90 | 17.42 | 12.50 |
| Yield(%) | 0.00 | 2.45 | 2.02 | 2.29 | 2.88 | 2.82 | 9.91 | … | … | 1.26 | 2.67 | 2.02 | 1.75 | 2.61 | 2.12 | 2.19 | 2.67 | 2.68 | 2.28 | 2.48 | 2.89 | 3.05 | 2.28 | 2.36 | 1.95 | 1.79 | 2.22 | 2.77 | 3.33 | 4.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2020, Common starting date is 04/07/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBKC (IBERIABANK Corporation) |
-21.14%
Mar 2017 – Mar 2020 |
-8.45%
Mar 2015 – Mar 2020 |
-2.66%
Mar 2010 – Mar 2020 |
2.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBKC (IBERIABANK Corporation) |
53.96%
May 2000 – May 2003 |
40.41%
Dec 1999 – Dec 2004 |
24.35%
Mar 2000 – Mar 2010 |
17.10%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart