Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABK (South Atlantic Bancshares Inc) | 30.03% | 75.29% | 35.40% | 12.29% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABK (South Atlantic Bancshares Inc) | 02/08/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 75.29 | 35.40 | 12.29 | NA | NA | NA | … | … | 30.03 | 24.73 | 26.05 | -5.59 | -11.92 | 26.04 | -2.78 | 14.23 | -30.54 |
| Sharpe Ratio | NA | 3.33 | 1.28 | 0.35 | NA | NA | NA | … | … | 3.25 | 1.13 | 0.88 | -0.36 | -0.44 | 1.82 | -0.07 | 1.01 | -1.95 |
| Standard Deviation(%) | NA | 22.07 | 24.16 | 24.36 | NA | NA | NA | … | … | 25.39 | 19.47 | 25.35 | 26.19 | 30.23 | 14.26 | 44.81 | 12.70 | 17.96 |
| Draw Down(%) | NA | 11.27 | 20.97 | 38.71 | NA | NA | NA | … | … | 11.27 | 8.75 | 18.68 | 30.20 | 27.38 | 9.10 | 42.91 | 5.35 | 31.06 |
| Yield(%) | 0.00 | 0.68 | 0.95 | 0.54 | 0.25 | 0.17 | 0.13 | … | … | 0.51 | 0.63 | 0.78 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABK (South Atlantic Bancshares Inc) |
-7.69%
Mar 2018 – Mar 2021 |
-6.84%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABK (South Atlantic Bancshares Inc) |
33.54%
May 2023 – May 2026 |
16.57%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart