Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZBS (Citizens Bancshares Corp) | 21.86% | 13.97% | 17.37% | 35.67% | 26.39% | 21.47% | 11.16% | … | … |
Data as of 06/11/2026, Common starting date is 04/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZBS (Citizens Bancshares Corp) | 04/22/1999 | 06/11/2026 |
| 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 (%) | 0.66 | 13.97 | 17.37 | 35.67 | 26.39 | 21.47 | 11.16 | … | … | 21.86 | -14.19 | 32.63 | 44.75 | 181.60 | 4.74 | -7.74 | 14.01 | -23.16 | 54.62 | 13.77 | -9.00 | 45.34 | 38.69 | 31.12 | -12.04 | 37.92 | 29.90 | -72.08 | -16.93 | 11.50 | -17.42 | 2.06 | 107.74 | 5.65 | 15.76 | -21.43 | 0.00 |
| Sharpe Ratio | NA | 0.33 | 0.46 | 0.91 | 0.64 | NA | NA | … | … | 3.06 | -0.54 | 0.98 | 1.12 | 3.96 | 0.11 | -0.15 | 0.48 | -0.97 | 1.60 | 0.30 | -0.35 | 1.49 | 0.82 | 0.61 | -0.18 | 0.28 | 0.19 | -0.79 | -0.88 | 0.27 | -0.62 | 0.03 | 1.76 | 0.07 | 0.16 | -0.25 | -0.02 |
| Standard Deviation(%) | NA | 19.66 | 28.00 | 34.24 | 36.92 | NA | NA | … | … | 18.00 | 31.77 | 26.88 | 36.58 | 45.86 | 44.64 | 53.77 | 26.12 | 25.34 | 34.00 | 44.91 | 25.90 | 30.38 | 46.98 | 51.27 | 68.74 | 134.97 | 153.96 | 92.61 | 22.78 | 31.12 | 31.37 | 43.13 | 60.76 | 60.96 | 87.66 | 101.06 | 168.13 |
| Draw Down(%) | NA | 21.48 | 32.81 | 32.81 | 36.50 | NA | NA | … | … | 5.13 | 30.14 | 16.18 | 28.28 | 13.52 | 35.94 | 35.52 | 11.66 | 26.19 | 11.80 | 26.29 | 26.73 | 12.12 | 17.93 | 19.64 | 39.00 | 45.00 | 47.65 | 75.61 | 21.71 | 13.10 | 22.67 | 37.36 | 18.97 | 22.40 | 33.33 | 48.21 | 60.00 |
| Yield(%) | 0.00 | 2.50 | 3.12 | 6.87 | 9.08 | 10.75 | 3.39 | … | … | 2.70 | 2.08 | 2.56 | 2.70 | 4.55 | 3.98 | 3.12 | 4.81 | 1.91 | 0.93 | 1.00 | 0.91 | 1.30 | 1.78 | 2.29 | 1.97 | 2.66 | 15.14 | 2.11 | 1.68 | 1.60 | 1.15 | 1.15 | 2.34 | 2.58 | 2.83 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBS (Citizens Bancshares Corp) |
-36.29%
Dec 2005 – Dec 2008 |
-26.26%
Dec 2003 – Dec 2008 |
-6.73%
May 1999 – May 2009 |
-0.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBS (Citizens Bancshares Corp) |
78.40%
Nov 2021 – Nov 2024 |
45.66%
Mar 2020 – Mar 2025 |
26.30%
Apr 2016 – Apr 2026 |
24.05%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart