Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBK (SmartFinancial, Inc.) | 20.28% | 36.70% | 26.22% | 13.84% | 11.63% | 28.99% | 7.88% | … | … |
Data as of 06/10/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBK (SmartFinancial, Inc.) | 10/07/2003 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.00 | 36.70 | 26.22 | 13.84 | 11.63 | 28.99 | 7.88 | … | … | 20.28 | 20.55 | 28.05 | -9.70 | 1.59 | 52.36 | -22.31 | 29.74 | -15.81 | 16.92 | 15.35 | 386.10 | 39.66 | 3.49 | 52.67 | -21.05 | -9.52 | -57.00 | -49.81 | -32.80 | 43.17 | 47.72 | 45.01 | 22.22 |
| Sharpe Ratio | NA | 1.25 | 0.81 | 0.36 | 0.29 | NA | NA | … | … | 1.32 | 0.63 | 0.80 | -0.42 | 0.01 | 2.09 | -0.31 | 1.20 | -0.62 | 0.60 | 0.42 | 2.69 | 1.14 | 0.06 | 0.38 | -0.28 | -0.08 | -0.50 | -0.71 | -1.18 | 1.70 | 1.58 | 0.90 | 2.45 |
| Standard Deviation(%) | NA | 25.72 | 29.15 | 28.21 | 34.85 | NA | NA | … | … | 26.74 | 28.27 | 30.54 | 31.96 | 26.03 | 24.99 | 73.35 | 23.64 | 27.68 | 27.23 | 35.85 | 143.34 | 34.64 | 57.03 | 139.24 | 76.31 | 125.22 | 114.97 | 71.29 | 30.54 | 23.51 | 28.77 | 48.86 | 55.12 |
| Draw Down(%) | NA | 13.28 | 26.37 | 36.09 | 56.41 | NA | NA | … | … | 13.28 | 26.37 | 22.70 | 29.01 | 18.01 | 10.47 | 49.57 | 15.89 | 38.07 | 18.77 | 20.00 | 13.37 | 10.81 | 34.39 | 47.60 | 55.26 | 71.58 | 66.19 | 54.59 | 38.04 | 13.72 | 9.46 | 18.92 | 10.91 |
| Yield(%) | 0.00 | 1.01 | 1.42 | 1.25 | 1.19 | 3.02 | 0.47 | … | … | 0.46 | 1.04 | 1.31 | 1.17 | 1.01 | 1.34 | 0.85 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.90 | 2.95 | 1.33 | 0.94 | 0.88 | 0.91 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBK (SmartFinancial, Inc.) |
-47.96%
Sep 2007 – Sep 2010 |
-39.94%
Oct 2006 – Oct 2011 |
-8.49%
Jan 2005 – Jan 2015 |
3.20%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBK (SmartFinancial, Inc.) |
112.62%
Jan 2014 – Jan 2017 |
78.08%
Jul 2012 – Jul 2017 |
38.34%
Sep 2011 – Sep 2021 |
26.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart