Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIZN (Citizens Holding Company) | 20.61% | 14.25% | -4.07% | -8.65% | -3.67% | -0.11% | -0.14% | … | … |
Data as of 06/04/2026, Common starting date is 10/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIZN (Citizens Holding Company) | 10/19/1999 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 14.25 | -4.07 | -8.65 | -3.67 | -0.11 | -0.14 | … | … | 20.61 | -12.40 | 26.05 | -39.70 | -22.54 | -5.85 | -0.01 | 9.14 | -5.00 | -8.79 | 13.60 | 28.03 | 9.52 | 0.33 | 16.25 | -13.10 | -1.65 | 10.30 | 20.02 | -15.55 | 2.21 | 13.30 | -7.69 | 47.64 | 49.43 | 50.54 | -43.98 | -17.29 |
| Sharpe Ratio | NA | 0.46 | -0.24 | -0.35 | -0.17 | NA | NA | … | … | 2.56 | -0.47 | 0.64 | -1.18 | -0.88 | -0.21 | -0.01 | 0.21 | -0.28 | -0.38 | 0.47 | 0.78 | 0.39 | 0.01 | 0.56 | -0.42 | -0.04 | 0.18 | 0.26 | -0.44 | -0.08 | 0.88 | -0.51 | 2.44 | 1.13 | 0.12 | -0.12 | -1.31 |
| Standard Deviation(%) | NA | 24.28 | 33.20 | 31.47 | 32.02 | NA | NA | … | … | 21.26 | 33.16 | 35.18 | 36.84 | 27.41 | 28.17 | 43.44 | 36.67 | 23.12 | 24.98 | 28.30 | 35.78 | 24.26 | 20.99 | 28.98 | 31.25 | 44.44 | 56.68 | 72.42 | 42.52 | 15.68 | 12.57 | 17.00 | 19.24 | 42.60 | 393.48 | 405.26 | 49.39 |
| Draw Down(%) | NA | 24.68 | 42.93 | 60.91 | 69.34 | NA | NA | … | … | 9.85 | 38.39 | 10.78 | 55.06 | 34.93 | 22.00 | 27.80 | 13.85 | 18.75 | 14.00 | 14.27 | 16.59 | 5.90 | 12.22 | 11.92 | 21.40 | 34.73 | 42.13 | 26.52 | 20.99 | 10.25 | 9.68 | 15.13 | 9.92 | 12.36 | 37.76 | 50.69 | 19.80 |
| Yield(%) | 0.00 | 0.24 | 3.15 | 3.23 | 3.67 | 4.33 | 3.51 | … | … | 0.00 | 0.43 | 8.28 | 5.32 | 5.09 | 4.53 | 4.28 | 4.16 | 4.23 | 3.69 | 4.17 | 4.82 | 4.77 | 4.67 | 4.91 | 4.26 | 3.77 | 3.86 | 4.23 | 3.27 | 3.04 | 3.15 | 2.61 | 3.56 | 3.20 | 2.50 | 2.43 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIZN (Citizens Holding Company) |
-23.95%
Dec 2020 – Dec 2023 |
-17.45%
Sep 2020 – Sep 2025 |
-7.28%
Sep 2015 – Sep 2025 |
-4.40%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIZN (Citizens Holding Company) |
51.75%
Mar 2001 – Mar 2004 |
31.08%
Mar 2001 – Mar 2006 |
17.58%
Apr 2000 – Apr 2010 |
12.10%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart