Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSBK (Oconee Financial Corporation) | 9.09% | 32.22% | 14.37% | 6.77% | 5.85% | 14.47% | NA | … | … |
Data as of 03/13/2026, Common starting date is 01/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSBK (Oconee Financial Corporation) | 01/23/2007 | 03/13/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 32.22 | 14.37 | 6.77 | 5.85 | 14.47 | NA | … | … | 9.09 | 20.41 | 29.62 | -13.56 | -14.30 | 23.44 | 7.74 | 202.74 | 50.76 | 17.08 | -27.91 | 43.20 | -14.30 | -9.97 |
| Sharpe Ratio | NA | 2.92 | 0.70 | 0.24 | 0.38 | NA | NA | … | … | 4.65 | 1.31 | 1.84 | -0.92 | -1.19 | 0.86 | 0.72 | 0.15 | 1.20 | 0.54 | -0.66 | 0.45 | -0.38 | -0.38 |
| Standard Deviation(%) | NA | 10.10 | 15.73 | 17.99 | 43.60 | NA | NA | … | … | 11.30 | 13.64 | 12.53 | 19.45 | 13.25 | 27.09 | 10.34 | 122.52 | 42.63 | 31.69 | 42.69 | 95.20 | 39.47 | 35.92 |
| Draw Down(%) | NA | 2.52 | 17.81 | 33.59 | 33.59 | NA | NA | … | … | 0.04 | 11.14 | 5.12 | 17.81 | 15.68 | 12.45 | 4.86 | 10.53 | 21.11 | 25.00 | 31.36 | 26.37 | 30.21 | 16.96 |
| Yield(%) | 0.00 | 2.68 | 2.60 | 1.78 | 1.47 | 4.40 | 3.35 | … | … | 2.48 | 2.66 | 3.01 | 2.29 | 1.59 | 1.79 | 1.75 | 0.00 | 3.29 | 4.93 | 3.49 | 4.68 | 4.08 | 2.95 |
Data as of 03/13/2026, Common starting date is 01/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSBK (Oconee Financial Corporation) |
-6.87%
Jun 2021 – Jun 2024 |
-0.86%
May 2007 – May 2012 |
14.60%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSBK (Oconee Financial Corporation) |
80.82%
Apr 2016 – Apr 2019 |
50.25%
Jun 2016 – Jun 2021 |
23.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart