Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRBI (Red River Bancshares, Inc.) | 31.06% | 63.54% | 21.20% | 12.68% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRBI (Red River Bancshares, Inc.) | 05/03/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.02 | 63.54 | 21.20 | 12.68 | NA | NA | NA | … | … | 31.06 | 33.50 | -3.11 | 10.59 | -4.04 | 8.53 | -11.12 | 11.56 |
| Sharpe Ratio | NA | 2.38 | 0.66 | 0.33 | NA | NA | NA | … | … | 2.76 | 1.10 | -0.22 | 0.25 | -0.18 | 0.28 | -0.17 | 0.80 |
| Standard Deviation(%) | NA | 26.51 | 28.48 | 28.74 | NA | NA | NA | … | … | 27.41 | 28.04 | 30.99 | 28.32 | 29.80 | 30.16 | 66.90 | 20.79 |
| Draw Down(%) | NA | 9.02 | 23.03 | 24.93 | NA | NA | NA | … | … | 8.54 | 18.78 | 20.60 | 17.84 | 15.35 | 24.25 | 46.91 | 15.76 |
| Yield(%) | 0.28 | 1.39 | 0.97 | 0.83 | 0.50 | 0.33 | 0.25 | … | … | 0.72 | 1.01 | 0.64 | 0.67 | 0.53 | 0.57 | 0.43 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRBI (Red River Bancshares, Inc.) |
-6.13%
Apr 2021 – Apr 2024 |
-0.16%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRBI (Red River Bancshares, Inc.) |
26.40%
Apr 2023 – Apr 2026 |
13.01%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart