Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARE (Carter Bankshares, Inc.) | 45.01% | 72.99% | 24.12% | 15.28% | 8.68% | 9.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARE (Carter Bankshares, Inc.) | 03/16/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.30 | 72.99 | 24.12 | 15.28 | 8.68 | 9.29 | NA | … | … | 45.01 | 11.77 | 17.50 | -9.76 | 7.80 | 43.56 | -54.15 | 58.16 | -14.57 | 32.05 | 0.80 | 9.71 | 19.60 | 29.27 | 21.71 | -13.73 | 55.69 | 7.32 | -26.29 | -33.12 |
| Sharpe Ratio | NA | 2.50 | 0.69 | 0.30 | 0.18 | NA | NA | … | … | 4.78 | 0.32 | 0.42 | -0.40 | 0.23 | 1.13 | -0.65 | 2.95 | -0.99 | 1.80 | 0.04 | 0.62 | 1.43 | 1.30 | 0.89 | -0.47 | 1.42 | 0.14 | -0.63 | -1.67 |
| Standard Deviation(%) | NA | 25.59 | 30.29 | 31.11 | 36.91 | NA | NA | … | … | 25.69 | 27.64 | 33.19 | 33.63 | 27.94 | 38.64 | 83.15 | 19.24 | 16.24 | 17.48 | 16.02 | 15.65 | 13.70 | 22.54 | 24.53 | 29.33 | 39.28 | 50.50 | 43.32 | 25.58 |
| Draw Down(%) | NA | 15.83 | 35.75 | 42.95 | 72.97 | NA | NA | … | … | 11.31 | 23.43 | 27.90 | 39.48 | 26.70 | 37.03 | 72.97 | 9.03 | 26.45 | 12.98 | 14.70 | 8.13 | 4.17 | 9.76 | 10.13 | 23.05 | 17.54 | 26.26 | 42.02 | 36.44 |
| Yield(%) | 0.00 | 0.61 | 0.22 | 0.14 | 0.27 | 1.69 | 1.47 | … | … | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 0.00 | 0.00 | 0.00 | 2.28 | 3.28 | 3.66 | 4.47 | 5.17 | 4.32 | 6.39 | 6.45 | 4.52 | 1.49 |
Data as of 06/04/2026, Common starting date is 03/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARE (Carter Bankshares, Inc.) |
-26.59%
Sep 2017 – Sep 2020 |
-11.20%
Sep 2015 – Sep 2020 |
0.65%
Sep 2010 – Sep 2020 |
3.47%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARE (Carter Bankshares, Inc.) |
27.73%
Jul 2020 – Jul 2023 |
23.89%
Sep 2020 – Sep 2025 |
17.43%
Dec 2009 – Dec 2019 |
9.38%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart