Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSB (SouthState Corporation) | 4.83% | 12.33% | 14.16% | 5.09% | 5.97% | 11.20% | 8.27% | … | … |
Data as of 06/11/2026, Common starting date is 01/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSB (SouthState Corporation) | 01/29/1997 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 12.33 | 14.16 | 5.09 | 5.97 | 11.20 | 8.27 | … | … | 4.83 | -3.05 | 20.66 | 13.79 | -2.39 | 13.51 | -14.13 | 47.99 | -30.04 | 1.24 | 24.16 | 8.71 | 2.26 | 67.94 | 41.27 | -9.35 | 20.67 | -17.59 | 11.23 | -14.62 | 27.11 | 1.63 | 19.94 | 28.08 | 26.99 | 51.33 | -42.12 | -20.09 | 18.83 | 40.67 |
| Sharpe Ratio | NA | 0.37 | 0.42 | 0.04 | 0.11 | NA | NA | … | … | 0.14 | -0.20 | 0.53 | 0.29 | -0.12 | 0.39 | -0.22 | 2.12 | -1.34 | 0.03 | 0.96 | 0.39 | 0.10 | 3.40 | 1.74 | -0.21 | 0.61 | -0.29 | 0.16 | -0.47 | 0.88 | -0.02 | 0.53 | 0.81 | 0.70 | 1.02 | -0.96 | -0.57 | 0.44 | 1.07 |
| Standard Deviation(%) | NA | 25.28 | 30.30 | 31.70 | 34.40 | NA | NA | … | … | 25.04 | 30.34 | 32.23 | 35.24 | 31.04 | 34.23 | 66.48 | 21.90 | 23.50 | 20.59 | 24.96 | 22.43 | 22.04 | 19.97 | 23.93 | 45.40 | 33.59 | 60.40 | 63.52 | 37.62 | 27.13 | 27.19 | 36.03 | 33.57 | 36.73 | 48.65 | 48.22 | 41.25 | 34.58 | 38.18 |
| Draw Down(%) | NA | 17.84 | 27.64 | 32.70 | 51.57 | NA | NA | … | … | 17.84 | 25.23 | 17.10 | 26.39 | 20.34 | 29.64 | 49.98 | 13.11 | 37.91 | 13.70 | 16.36 | 13.05 | 16.66 | 8.53 | 11.37 | 31.52 | 30.34 | 51.20 | 26.93 | 23.91 | 8.38 | 14.54 | 18.70 | 13.96 | 26.79 | 23.46 | 44.53 | 28.63 | 16.14 | 19.28 |
| Yield(%) | 0.00 | 2.70 | 3.14 | 2.46 | 2.72 | 5.61 | 4.11 | … | … | 1.27 | 2.35 | 2.49 | 2.68 | 2.38 | 2.68 | 2.16 | 2.75 | 1.58 | 1.51 | 2.20 | 1.50 | 1.26 | 1.78 | 2.32 | 2.05 | 2.40 | 2.01 | 2.16 | 1.66 | 1.93 | 1.95 | 2.14 | 2.58 | 2.80 | 3.69 | 2.75 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSB (SouthState Corporation) |
-21.18%
Sep 1997 – Sep 2000 |
-7.52%
Jul 2015 – Jul 2020 |
-0.58%
Feb 1999 – Feb 2009 |
4.46%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSB (SouthState Corporation) |
35.02%
Dec 2000 – Dec 2003 |
27.63%
Feb 2009 – Feb 2014 |
15.63%
Feb 2009 – Feb 2019 |
15.90%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison Chart