Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBNCN (Southern BancShares (N.C.) Inc. PFD CL C) | NA | 7.09% | -4.43% | 8.14% | NA | NA | NA | … | … |
Data as of 08/29/2024, Common starting date is 08/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBNCN (Southern BancShares (N.C.) Inc. PFD CL C) | 08/20/2018 | 08/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.09 | -4.43 | 8.14 | NA | NA | NA | … | … | 3.41 | -21.71 | 5.14 | 36.06 | 25.33 | 7.71 | 31.85 |
| Sharpe Ratio | NA | 0.96 | -0.42 | 0.34 | NA | NA | NA | … | … | 0.53 | -0.90 | 1.40 | 1.50 | 1.59 | 1.71 | 2.86 |
| Standard Deviation(%) | NA | 3.41 | 17.02 | 18.83 | NA | NA | NA | … | … | 2.90 | 28.92 | 2.49 | 26.49 | 15.76 | 3.69 | 39.12 |
| Draw Down(%) | NA | 0.00 | 25.33 | 25.33 | NA | NA | NA | … | … | 0.00 | 25.33 | 0.00 | 1.91 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.79 | 5.00 | 7.50 | 5.68 | 3.79 | 2.84 | … | … | 3.32 | 5.00 | 5.00 | 6.43 | 7.50 | 7.50 | 4.84 |
Data as of 08/29/2024, 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 |
|---|---|---|---|---|
| SBNCN (Southern BancShares (N.C.) Inc. PFD CL C) |
-4.43%
Jun 2021 – Jun 2024 |
8.56%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNCN (Southern BancShares (N.C.) Inc. PFD CL C) |
32.66%
Sep 2018 – Sep 2021 |
13.85%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart