Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRNN (Southern Banc Company Inc) | 50.99% | 26.79% | 6.23% | 14.41% | 4.92% | 5.30% | 0.06% | … | … |
Data as of 06/08/2026, Common starting date is 10/06/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRNN (Southern Banc Company Inc) | 10/06/1995 | 06/08/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.22 | 26.79 | 6.23 | 14.41 | 4.92 | 5.30 | 0.06 | … | … | 50.99 | -26.84 | 13.64 | 6.14 | 50.79 | 7.23 | -20.79 | 1.71 | -10.71 | -11.71 | 11.00 | 17.65 | -5.56 | 50.00 | -2.44 | -24.17 | -7.31 | 5.31 | -11.77 | -33.71 | -4.11 | -2.34 | 9.24 | 8.36 | 37.14 | 34.96 | 8.57 | -29.38 | -30.43 | 38.41 | 4.77 | 3.71 |
| Sharpe Ratio | NA | 1.26 | 0.12 | 0.20 | 0.07 | NA | NA | … | … | 5.89 | -1.08 | 0.34 | 0.06 | 1.31 | 0.06 | -0.58 | 0.02 | -0.30 | -0.38 | 0.46 | 1.44 | -0.20 | 1.42 | -0.06 | -0.83 | -0.12 | 0.15 | -0.57 | -1.40 | -0.47 | -0.23 | 0.44 | 0.41 | 2.05 | 1.84 | 0.15 | -1.24 | -1.96 | 2.38 | 0.07 | 0.61 |
| Standard Deviation(%) | NA | 24.15 | 23.80 | 58.93 | 47.33 | NA | NA | … | … | 26.98 | 27.99 | 20.86 | 31.66 | 37.96 | 117.58 | 36.08 | 14.99 | 40.15 | 32.52 | 23.50 | 12.28 | 27.41 | 35.25 | 39.10 | 29.00 | 64.31 | 34.10 | 22.21 | 26.30 | 15.83 | 19.38 | 19.01 | 18.72 | 17.61 | 18.04 | 30.77 | 26.19 | 17.25 | 14.58 | 19.14 | 22.21 |
| Draw Down(%) | NA | 18.20 | 30.50 | 50.88 | 66.22 | NA | NA | … | … | 7.94 | 28.73 | 12.00 | 19.33 | 11.18 | 50.88 | 34.62 | 15.62 | 22.22 | 34.12 | 11.42 | 7.08 | 20.67 | 13.46 | 41.21 | 35.72 | 39.93 | 21.52 | 23.38 | 34.74 | 11.72 | 10.71 | 8.57 | 17.48 | 11.39 | 9.77 | 23.72 | 36.11 | 35.43 | 4.68 | 11.00 | 6.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.04 | 3.55 | 2.30 | 2.15 | 2.06 | 2.20 | 2.33 | 3.11 | 4.06 | 4.31 | 2.90 | 1.93 | 2.67 | 2.75 | 0.70 |
Data as of 06/08/2026, Common starting date is 10/06/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRNN (Southern Banc Company Inc) |
-22.20%
Sep 2009 – Sep 2012 |
-18.08%
Aug 2007 – Aug 2012 |
-7.57%
Aug 2002 – Aug 2012 |
-6.93%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRNN (Southern Banc Company Inc) |
40.61%
Nov 2021 – Nov 2024 |
20.08%
Sep 1999 – Sep 2004 |
10.09%
Aug 2012 – Aug 2022 |
4.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart