Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBK (Origin Bancorp, Inc.) | 30.93% | 42.12% | 18.68% | 2.94% | 0.06% | 1.74% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBK (Origin Bancorp, Inc.) | 07/11/2008 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 42.12 | 18.68 | 2.94 | 0.06 | 1.74 | NA | … | … | 30.93 | 14.84 | -4.62 | -1.22 | -13.31 | 56.44 | -25.47 | 11.86 | -48.59 | 11.49 | 14.47 | 9.42 | 7.49 | -2.09 | 2.02 | 4.43 | 5.87 | -3.09 | -5.80 |
| Sharpe Ratio | NA | 1.59 | 0.55 | 0.02 | -0.04 | NA | NA | … | … | 3.04 | 0.42 | -0.25 | -0.15 | -0.58 | 1.81 | -0.41 | 0.46 | -0.36 | 3.45 | 0.60 | 0.66 | 1.09 | -0.26 | 0.24 | 1.88 | 1.61 | -0.23 | -0.51 |
| Standard Deviation(%) | NA | 25.94 | 29.87 | 29.45 | 40.93 | NA | NA | … | … | 25.75 | 28.66 | 32.95 | 33.36 | 25.38 | 31.22 | 62.53 | 22.70 | 88.09 | 22.22 | 23.77 | 14.14 | 6.84 | 8.21 | 8.26 | 2.34 | 3.40 | 14.35 | 24.20 |
| Draw Down(%) | NA | 17.09 | 27.95 | 43.36 | 74.03 | NA | NA | … | … | 12.23 | 27.95 | 21.36 | 33.53 | 23.43 | 15.23 | 54.11 | 12.92 | 51.32 | 4.87 | 7.77 | 5.82 | 0.22 | 6.04 | 5.02 | 1.11 | 1.94 | 11.12 | 16.61 |
| Yield(%) | 0.00 | 2.00 | 2.06 | 1.33 | 0.73 | 0.63 | 0.45 | … | … | 1.06 | 1.80 | 1.70 | 1.65 | 1.33 | 1.78 | 1.02 | 0.71 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBK (Origin Bancorp, Inc.) |
-27.33%
Mar 2017 – Mar 2020 |
-15.50%
Mar 2015 – Mar 2020 |
-6.21%
May 2010 – May 2020 |
-1.56%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBK (Origin Bancorp, Inc.) |
20.91%
May 2023 – May 2026 |
13.16%
Mar 2020 – Mar 2025 |
1.30%
May 2011 – May 2021 |
1.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart