Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCBG (Capital City Bank Group, Inc.) | 8.48% | 27.40% | 16.84% | 14.24% | 13.88% | 12.50% | 4.10% | … | … |
Data as of 06/05/2026, Common starting date is 06/06/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCBG (Capital City Bank Group, Inc.) | 06/06/1994 | 06/05/2026 |
| 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 (%) | 0.54 | 27.40 | 16.84 | 14.24 | 13.88 | 12.50 | 4.10 | … | … | 8.48 | 19.12 | 28.06 | -7.14 | 25.82 | 10.03 | -17.46 | 33.94 | 2.48 | 13.66 | 34.86 | -0.37 | 32.87 | 3.52 | 19.06 | -22.10 | -5.47 | -46.08 | -0.65 | -18.16 | 5.01 | -16.51 | -7.50 | 19.37 | 65.09 | 0.20 | 18.55 | -22.17 | 2.31 | 170.00 | 1.69 | 1.72 | 3.57 |
| Sharpe Ratio | NA | 0.79 | 0.53 | 0.42 | 0.35 | NA | NA | … | … | 0.77 | 0.61 | 0.82 | -0.33 | 1.00 | 0.32 | -0.26 | 1.32 | 0.04 | 0.43 | 1.26 | -0.02 | 1.29 | 0.11 | 0.48 | -0.56 | -0.13 | -0.62 | -0.02 | -0.47 | 0.06 | -0.50 | -0.25 | 0.53 | 1.88 | -0.06 | 0.36 | -0.46 | -0.02 | 2.77 | -1.16 | -1.32 | 0.17 |
| Standard Deviation(%) | NA | 24.60 | 28.07 | 27.74 | 34.34 | NA | NA | … | … | 23.38 | 26.86 | 29.74 | 32.57 | 24.62 | 31.03 | 68.19 | 24.61 | 26.64 | 30.39 | 27.55 | 21.53 | 25.53 | 31.79 | 39.59 | 39.48 | 42.04 | 74.46 | 77.75 | 45.26 | 27.95 | 37.40 | 34.10 | 35.39 | 34.10 | 36.20 | 40.30 | 55.89 | 48.24 | 59.68 | 1.67 | 1.71 | 17.19 |
| Draw Down(%) | NA | 12.94 | 22.16 | 27.36 | 45.20 | NA | NA | … | … | 12.94 | 12.90 | 16.04 | 25.56 | 12.52 | 21.64 | 44.89 | 16.80 | 17.12 | 18.64 | 15.20 | 13.72 | 11.03 | 17.34 | 33.98 | 28.20 | 40.58 | 63.56 | 36.87 | 28.88 | 19.94 | 19.77 | 24.34 | 21.78 | 20.76 | 22.86 | 22.78 | 26.92 | 26.54 | 9.80 | 0.00 | 0.00 | 7.14 |
| Yield(%) | 0.59 | 3.52 | 3.04 | 3.13 | 4.04 | 4.46 | 1.59 | … | … | 1.28 | 2.81 | 2.99 | 2.34 | 2.44 | 2.57 | 1.89 | 2.05 | 1.39 | 1.49 | 1.13 | 0.83 | 0.77 | 0.00 | 0.00 | 2.23 | 3.52 | 2.85 | 2.81 | 2.06 | 1.85 | 1.89 | 1.63 | 1.99 | 2.66 | 2.41 | 2.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/06/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCBG (Capital City Bank Group, Inc.) |
-29.48%
Mar 2006 – Mar 2009 |
-23.31%
Mar 2007 – Mar 2012 |
-12.08%
Jun 2002 – Jun 2012 |
-5.47%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCBG (Capital City Bank Group, Inc.) |
49.04%
Apr 1995 – Apr 1998 |
24.61%
Jul 2012 – Jul 2017 |
17.58%
Nov 1994 – Nov 2004 |
11.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart