Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZNL (Citizens National Corporation) | NA | 7.79% | 2.76% | 3.31% | 3.60% | NA | NA | … | … |
Data as of 12/17/2025, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZNL (Citizens National Corporation) | 09/28/2012 | 12/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.79 | 2.76 | 3.31 | 3.60 | NA | NA | … | … | 7.79 | 16.40 | -13.52 | -17.53 | 31.51 | -17.62 | -6.92 | 36.38 | 1.85 | 13.62 | 8.71 | 6.17 | -1.84 | -2.63 |
| Sharpe Ratio | NA | 0.36 | -0.02 | 0.04 | 0.06 | NA | NA | … | … | 0.39 | 0.31 | -1.04 | -0.54 | 2.20 | -0.89 | -0.73 | 0.39 | 1.34 | 1.71 | 1.43 | 0.50 | -0.18 | -0.39 |
| Standard Deviation(%) | NA | 13.38 | 21.34 | 23.65 | 35.29 | NA | NA | … | … | 13.42 | 34.08 | 17.14 | 32.18 | 16.33 | 19.92 | 11.34 | 90.55 | 0.91 | 7.86 | 6.08 | 12.42 | 10.31 | 26.36 |
| Draw Down(%) | NA | 8.17 | 21.61 | 40.70 | 57.66 | NA | NA | … | … | 8.17 | 15.31 | 19.20 | 32.27 | 2.13 | 25.82 | 11.34 | 44.44 | 0.00 | 0.00 | 3.66 | 6.11 | 8.78 | 11.18 |
| Yield(%) | 0.00 | 1.09 | 1.38 | 1.38 | 1.82 | 1.59 | 1.19 | … | … | 1.10 | 0.60 | 2.04 | 1.40 | 0.99 | 1.60 | 1.43 | 1.88 | 1.84 | 2.00 | 2.03 | 1.89 | 0.86 | 0.00 |
Data as of 12/17/2025, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZNL (Citizens National Corporation) |
-19.64%
May 2018 – May 2021 |
-14.31%
Oct 2018 – Oct 2023 |
2.60%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZNL (Citizens National Corporation) |
37.70%
Jul 2015 – Jul 2018 |
26.28%
Jun 2013 – Jun 2018 |
5.01%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart