Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABCB (Ameris Bancorp) | 14.92% | 41.57% | 38.13% | 9.95% | 11.73% | 17.56% | 8.55% | … | … |
Data as of 06/04/2026, Common starting date is 05/19/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABCB (Ameris Bancorp) | 05/19/1994 | 06/04/2026 |
| 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 41.57 | 38.13 | 9.95 | 11.73 | 17.56 | 8.55 | … | … | 14.92 | 20.13 | 19.36 | 14.28 | -3.83 | 32.02 | -8.30 | 36.06 | -33.69 | 11.50 | 29.39 | 33.51 | 22.25 | 69.02 | 21.50 | -2.47 | 50.91 | -37.69 | -27.49 | -38.59 | 45.36 | 40.82 | 33.59 | 28.70 | 0.43 | 48.13 | -7.47 | -15.84 | -36.08 | 82.87 | 18.42 | 18.75 | -7.69 |
| Sharpe Ratio | NA | 1.44 | 1.17 | 0.24 | 0.27 | NA | NA | … | … | 1.41 | 0.59 | 0.50 | 0.27 | -0.17 | 0.94 | -0.12 | 1.36 | -1.23 | 0.42 | 1.14 | 1.40 | 1.03 | 2.95 | 0.78 | -0.06 | 1.21 | -0.33 | -0.28 | -0.89 | 1.27 | 1.06 | 1.17 | 0.91 | -0.02 | 1.35 | -0.33 | -0.57 | -1.16 | 2.14 | 0.43 | 0.31 | -0.35 |
| Standard Deviation(%) | NA | 24.31 | 30.55 | 32.51 | 37.15 | NA | NA | … | … | 24.69 | 29.22 | 31.55 | 39.93 | 31.90 | 34.12 | 73.77 | 25.47 | 28.63 | 25.99 | 25.48 | 23.92 | 21.54 | 23.42 | 27.81 | 40.67 | 41.90 | 113.81 | 101.59 | 47.19 | 33.06 | 36.48 | 27.88 | 30.62 | 42.29 | 34.58 | 35.84 | 33.60 | 34.03 | 36.89 | 34.25 | 47.71 | 43.97 |
| Draw Down(%) | NA | 13.85 | 29.49 | 47.91 | 67.20 | NA | NA | … | … | 13.85 | 25.71 | 16.04 | 41.93 | 29.20 | 21.88 | 57.17 | 19.81 | 47.73 | 16.02 | 26.18 | 11.27 | 17.79 | 10.61 | 21.64 | 23.69 | 31.56 | 69.11 | 56.22 | 50.50 | 12.95 | 11.58 | 17.96 | 10.54 | 29.43 | 12.84 | 23.27 | 31.67 | 43.56 | 10.98 | 16.67 | 26.87 | 14.29 |
| Yield(%) | 0.00 | 1.32 | 2.09 | 1.17 | 1.75 | 4.61 | 1.76 | … | … | 0.27 | 1.31 | 1.25 | 1.30 | 1.17 | 1.57 | 1.40 | 1.56 | 0.82 | 0.92 | 0.92 | 0.79 | 0.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.87 | 2.37 | 2.00 | 2.84 | 3.28 | 3.44 | 3.93 | 3.52 | 5.12 | 4.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/19/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCB (Ameris Bancorp) |
-39.66%
Mar 2006 – Mar 2009 |
-18.47%
Sep 2006 – Sep 2011 |
-2.80%
Mar 1999 – Mar 2009 |
1.63%
Oct 1997 – Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCB (Ameris Bancorp) |
44.84%
Nov 2012 – Nov 2015 |
39.01%
Mar 2009 – Mar 2014 |
24.61%
Feb 2009 – Feb 2019 |
18.25%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart