Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBNCM (Southern BancShares (N.C.) Inc. PFD CV B) | NA | 11.42% | -1.14% | 1.47% | NA | NA | NA | … | … |
Data as of 04/14/2025, Common starting date is 08/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBNCM (Southern BancShares (N.C.) Inc. PFD CV B) | 08/20/2018 | 04/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 11.42 | -1.14 | 1.47 | NA | NA | NA | … | … | 10.24 | 2.81 | -7.33 | -7.13 | 5.64 | 12.38 | 15.32 | 62.69 |
| Sharpe Ratio | NA | 0.33 | -0.25 | -0.02 | NA | NA | NA | … | … | 0.95 | -0.06 | -0.91 | -0.55 | 0.13 | 0.54 | 0.62 | 4.78 |
| Standard Deviation(%) | NA | 24.09 | 17.12 | 24.66 | NA | NA | NA | … | … | 40.24 | 13.00 | 12.20 | 15.53 | 42.91 | 22.50 | 22.45 | 59.31 |
| Draw Down(%) | NA | 8.58 | 21.22 | 32.79 | NA | NA | NA | … | … | 6.33 | 8.58 | 15.56 | 11.76 | 22.97 | 10.66 | 16.16 | 10.53 |
| Yield(%) | 0.00 | 3.46 | 4.41 | 4.76 | 5.93 | 3.95 | 2.96 | … | … | 0.00 | 5.15 | 6.00 | 5.28 | 5.29 | 5.63 | 6.06 | 4.84 |
Data as of 04/14/2025, Common starting date is 08/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNCM (Southern BancShares (N.C.) Inc. PFD CV B) |
-9.47%
Apr 2021 – Apr 2024 |
0.99%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNCM (Southern BancShares (N.C.) Inc. PFD CV B) |
29.95%
Sep 2018 – Sep 2021 |
12.57%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart