Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) | NA | -17.60% | 7.32% | 0.18% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSB (Lakeside Bancshares Inc) | 01/14/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.60 | 7.32 | 0.18 | NA | NA | NA | … | … | 3.00 | 20.12 | 9.54 | -17.09 | -12.00 | -3.85 | 3.17 |
| Sharpe Ratio | NA | -0.61 | 0.10 | -0.06 | NA | NA | NA | … | … | 0.04 | 0.33 | 0.11 | -0.67 | -0.71 | -0.57 | 0.60 |
| Standard Deviation(%) | NA | 34.08 | 39.64 | 33.72 | NA | NA | NA | … | … | 29.94 | 41.62 | 47.63 | 27.54 | 16.96 | 7.17 | 3.18 |
| Draw Down(%) | NA | 30.73 | 40.83 | 40.83 | NA | NA | NA | … | … | 13.42 | 20.00 | 34.14 | 18.18 | 15.60 | 7.31 | 0.00 |
| Yield(%) | 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 | 0.00 |
Data as of 09/26/2025, Common starting date is 01/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) |
-11.14%
Oct 2019 – Oct 2022 |
-7.40%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) |
10.89%
Aug 2021 – Aug 2024 |
2.90%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart