Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) | 12.32% | 23.64% | 14.56% | 12.88% | NA | NA | NA | 8.46% |
Data as of 07/22/2025, AR inception is 12/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNBP (Cornerstone Bancorp Inc) | 12/30/2019 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.26 | 23.64 | 14.56 | 12.88 | NA | NA | NA | 8.46 | 12.32 | 23.26 | 8.09 | 0.47 | 6.67 | -6.40 | 0.00 |
| Sharpe Ratio | NA | 2.13 | 1.55 | 1.43 | NA | NA | NA | 0.57 | 2.73 | 2.14 | 0.73 | -0.32 | 1.33 | -0.34 | NA |
| Standard Deviation(%) | NA | 9.61 | 7.25 | 7.55 | NA | NA | NA | 10.08 | 7.68 | 9.17 | 6.15 | 3.01 | 4.98 | 19.30 | 0.00 |
| Draw Down(%) | NA | 3.27 | 3.27 | 3.27 | NA | NA | NA | 18.59 | 1.32 | 3.27 | 2.37 | 2.62 | 1.85 | 18.59 | 0.00 |
| Yield(%) | 0.00 | 3.33 | 2.60 | 1.90 | 0.78 | 0.52 | 0.39 | 1.56 | 3.03 | 3.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 12/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) |
0.23%
Jan 2020 - Jan 2023 |
6.81%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBP (Cornerstone Bancorp Inc) |
13.82%
Jun 2022 - Jun 2025 |
12.44%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart