Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCNB (Coastal Carolina Bancshares Inc) | 27.89% | 50.91% | 19.61% | 13.53% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCNB (Coastal Carolina Bancshares Inc) | 07/14/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | 50.91 | 19.61 | 13.53 | NA | NA | NA | … | … | 27.89 | 19.17 | 8.87 | -4.06 | -1.05 | 39.33 | -3.10 | 19.24 | -23.64 | 16.88 |
| Sharpe Ratio | NA | 2.42 | 1.01 | 0.75 | NA | NA | NA | … | … | 3.65 | 0.97 | 0.18 | -0.61 | -0.15 | 1.70 | -0.07 | 0.64 | -1.16 | 0.72 |
| Standard Deviation(%) | NA | 17.71 | 14.77 | 14.70 | NA | NA | NA | … | … | 17.62 | 17.05 | 12.81 | 13.81 | 15.82 | 23.12 | 47.67 | 28.07 | 21.54 | 54.62 |
| Draw Down(%) | NA | 11.65 | 13.92 | 26.89 | NA | NA | NA | … | … | 11.65 | 13.92 | 10.28 | 22.68 | 15.74 | 9.68 | 37.11 | 14.32 | 28.60 | 39.21 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCNB (Coastal Carolina Bancshares Inc) |
-19.44%
Aug 2017 – Aug 2020 |
-1.28%
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 |
|---|---|---|---|---|
| CCNB (Coastal Carolina Bancshares Inc) |
20.97%
Sep 2020 – Sep 2023 |
18.87%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart