Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFST (Business First Bancshares, Inc.) | 9.82% | 24.92% | 27.14% | 5.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFST (Business First Bancshares, Inc.) | 04/12/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 24.92 | 27.14 | 5.84 | NA | NA | NA | … | … | 9.82 | 4.03 | 6.86 | 14.39 | -20.22 | 41.68 | -16.27 | 4.51 | -11.05 |
| Sharpe Ratio | NA | 0.70 | 0.71 | 0.09 | NA | NA | NA | … | … | 0.96 | 0.04 | 0.09 | 0.27 | -0.78 | 1.39 | -0.21 | 0.11 | -0.52 |
| Standard Deviation(%) | NA | 25.62 | 33.71 | 31.92 | NA | NA | NA | … | … | 25.05 | 30.01 | 34.28 | 40.54 | 27.74 | 30.06 | 80.21 | 27.49 | 31.60 |
| Draw Down(%) | NA | 13.49 | 27.27 | 52.07 | NA | NA | NA | … | … | 13.49 | 22.71 | 18.93 | 37.94 | 29.75 | 12.46 | 63.62 | 12.18 | 24.93 |
| Yield(%) | 0.00 | 2.54 | 3.80 | 2.21 | 1.41 | 0.94 | 0.71 | … | … | 1.16 | 2.28 | 2.28 | 2.28 | 1.68 | 2.28 | 1.60 | 1.58 | 0.87 |
Data as of 06/04/2026, Common starting date is 04/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFST (Business First Bancshares, Inc.) |
-3.78%
Jun 2019 – Jun 2022 |
-8.77%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFST (Business First Bancshares, Inc.) |
28.01%
May 2023 – May 2026 |
15.18%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart