Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKSC (Bank of South Carolina Corp) | 10.47% | 26.10% | -1.03% | 1.41% | 3.53% | 7.24% | 4.40% | 6.21% |
Data as of 07/18/2025, AR inception is 10/23/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKSC (Bank of South Carolina Corp) | 10/23/1986 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 26.10 | -1.03 | 1.41 | 3.53 | 7.24 | 4.40 | 6.21 | 10.47 | -5.88 | -4.77 | -16.77 | 32.72 | -10.96 | 8.14 | -3.12 | -4.85 | 34.10 | 24.44 | -3.05 | 53.65 | 8.37 | -8.13 | 21.47 | -17.89 | -7.55 | -6.36 | -13.95 | 47.02 | -1.22 | 30.50 | -22.53 | 20.31 | -5.82 | -16.18 | 9.71 | 111.27 | 29.09 | 17.02 | 38.24 | -4.23 | -1.39 | 14.29 | -19.23 | 2.63 | 2.70 | -14.45 | 4.22 |
| Sharpe Ratio | NA | 0.93 | -0.14 | -0.01 | 0.06 | NA | NA | 0.11 | 0.76 | -0.43 | -0.23 | -0.67 | 1.16 | -0.30 | 0.37 | -0.16 | -0.20 | 1.18 | 0.87 | -0.16 | 1.71 | 0.23 | -0.24 | 0.40 | -0.25 | -0.14 | -0.30 | -0.54 | 1.20 | -0.07 | 0.88 | -0.95 | 0.49 | -0.22 | -0.51 | 0.14 | 2.35 | 0.58 | 0.25 | 0.68 | -0.12 | -0.13 | 1.76 | -2.81 | -0.61 | -0.45 | -1.47 | 3.40 |
| Standard Deviation(%) | NA | 24.54 | 31.25 | 29.56 | 29.54 | NA | NA | 36.38 | 22.59 | 28.79 | 39.51 | 27.03 | 28.29 | 36.89 | 18.43 | 28.36 | 28.11 | 28.61 | 28.07 | 19.62 | 31.30 | 36.14 | 33.63 | 53.35 | 72.28 | 60.40 | 31.79 | 32.07 | 37.27 | 29.48 | 33.92 | 24.83 | 37.15 | 46.00 | 38.08 | 46.57 | 45.69 | 43.63 | 53.29 | 52.11 | 54.12 | 28.30 | 5.96 | 8.70 | 5.03 | 4.34 | 12.56 | 6.20 |
| Draw Down(%) | NA | 8.46 | 38.70 | 50.80 | 50.80 | NA | NA | 54.01 | 7.72 | 24.92 | 36.47 | 22.22 | 14.01 | 39.92 | 12.44 | 19.82 | 18.94 | 10.40 | 16.26 | 8.05 | 14.77 | 11.78 | 25.84 | 18.74 | 35.37 | 37.94 | 16.37 | 32.10 | 20.78 | 20.46 | 11.60 | 27.92 | 11.76 | 23.59 | 30.88 | 37.57 | 16.22 | 15.15 | 17.86 | 13.95 | 16.25 | 12.50 | 1.41 | 20.25 | 4.88 | 4.05 | 28.71 | 0.00 |
| Yield(%) | 0.00 | 3.19 | 3.39 | 3.83 | 4.18 | 6.90 | 5.57 | 13.77 | 0.00 | 6.35 | 3.05 | 3.35 | 4.88 | 3.49 | 4.85 | 3.12 | 2.70 | 3.36 | 4.42 | 3.99 | 4.65 | 4.37 | 3.63 | 4.21 | 2.49 | 4.51 | 3.94 | 4.43 | 4.10 | 3.14 | 4.26 | 3.93 | 3.42 | 3.78 | 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 |
Data as of 07/18/2025, AR inception is 10/23/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKSC (Bank of South Carolina Corp) |
-14.95%
Mar 2006 - Mar 2009 |
-9.00%
Apr 2006 - Apr 2011 |
-2.40%
May 1998 - May 2008 |
-0.68%
May 1998 - May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKSC (Bank of South Carolina Corp) |
69.15%
May 1995 - May 1998 |
43.33%
Jun 1993 - Jun 1998 |
19.99%
May 1988 - May 1998 |
14.71%
Apr 1991 - Apr 2006 |
Annualized Rolling Returns Comparison Chart