Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAKC (Oakworth Capital Inc.) | -1.82% | 22.49% | 2.60% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/11/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKC (Oakworth Capital Inc.) | 01/11/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 22.49 | 2.60 | NA | NA | NA | NA | … | … | -1.82 | 31.29 | 8.28 | -19.60 |
| Sharpe Ratio | NA | 0.83 | -0.03 | NA | NA | NA | NA | … | … | -0.31 | 1.56 | 0.12 | -0.65 |
| Standard Deviation(%) | NA | 23.62 | 28.74 | NA | NA | NA | NA | … | … | 23.67 | 18.58 | 37.94 | 36.61 |
| Draw Down(%) | NA | 11.66 | 36.69 | NA | NA | NA | NA | … | … | 11.66 | 11.76 | 32.06 | 23.59 |
| Yield(%) | 0.00 | 1.44 | 1.23 | 0.72 | 0.36 | 0.24 | 0.18 | … | … | 0.00 | 1.43 | 1.53 | 1.21 |
Data as of 06/05/2026, Common starting date is 01/11/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKC (Oakworth Capital Inc.) |
-0.37%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKC (Oakworth Capital Inc.) |
8.96%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart