Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBNC (Southern BancShares N.C. Inc) | NA | 53.60% | 20.76% | 19.26% | NA | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 07/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBNC (Southern BancShares N.C. Inc) | 07/01/2016 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 53.60 | 20.76 | 19.26 | NA | NA | NA | … | … | 3.78 | 50.49 | 13.05 | -12.28 | 41.46 | 2.38 | 13.81 | 29.56 | 51.56 | 7.55 |
| Sharpe Ratio | NA | 2.02 | 0.68 | 0.73 | NA | NA | NA | … | … | 0.32 | 1.60 | 0.34 | -0.79 | 1.77 | 0.05 | 1.16 | 1.62 | 2.34 | 1.63 |
| Standard Deviation(%) | NA | 24.89 | 24.29 | 23.57 | NA | NA | NA | … | … | 20.50 | 27.37 | 26.44 | 17.19 | 23.55 | 40.58 | 10.73 | 17.49 | 21.87 | 9.49 |
| Draw Down(%) | NA | 10.67 | 16.56 | 23.40 | NA | NA | NA | … | … | 10.67 | 7.66 | 16.56 | 22.34 | 9.24 | 35.42 | 4.78 | 14.41 | 4.76 | 3.53 |
| Yield(%) | 0.00 | 0.34 | 0.47 | 0.57 | 0.77 | 0.51 | 0.38 | … | … | 0.08 | 0.35 | 0.51 | 0.45 | 0.38 | 0.39 | 0.30 | 0.19 | 0.09 | 0.05 |
Data as of 05/29/2025, Common starting date is 07/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNC (Southern BancShares N.C. Inc) |
3.50%
Apr 2021 – Apr 2024 |
7.67%
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 |
|---|---|---|---|---|
| SBNC (Southern BancShares N.C. Inc) |
32.04%
Oct 2016 – Oct 2019 |
27.79%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart