Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSBX (Dogwood State Bank) | 3.99% | 67.31% | 10.85% | 11.62% | 12.76% | NA | NA | … | … |
Data as of 01/09/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSBX (Dogwood State Bank) | 06/19/2012 | 01/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.02 | 67.31 | 10.85 | 11.62 | 12.76 | NA | NA | … | … | 3.99 | 64.58 | -14.84 | -2.47 | -3.68 | 32.14 | 3.17 | 0.00 | 0.00 | 69.20 | 10.62 | -3.33 | 39.62 | 42.86 | 5.81 |
| Sharpe Ratio | NA | 1.34 | 0.21 | 0.30 | 0.41 | NA | NA | … | … | 13.71 | 1.30 | -0.68 | -0.32 | -0.22 | 1.37 | 0.24 | 0.00 | 0.00 | 1.49 | 0.64 | -0.37 | 1.42 | 2.98 | 0.73 |
| Standard Deviation(%) | NA | 48.26 | 35.55 | 31.18 | 27.19 | NA | NA | … | … | 30.19 | 48.47 | 31.50 | 21.30 | 22.94 | 23.44 | 12.16 | NA | NA | 46.21 | 16.18 | 9.03 | 27.92 | 14.38 | 15.38 |
| Draw Down(%) | NA | 14.81 | 33.76 | 40.23 | 40.23 | NA | NA | … | … | 1.17 | 14.81 | 26.06 | 25.26 | 12.82 | 13.95 | 6.67 | 0.00 | 0.00 | 4.76 | 7.88 | 5.98 | 12.35 | 6.14 | 4.60 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/09/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSBX (Dogwood State Bank) |
-9.66%
Nov 2021 – Nov 2024 |
-0.46%
Sep 2019 – Sep 2024 |
5.29%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSBX (Dogwood State Bank) |
28.87%
Nov 2012 – Nov 2015 |
31.66%
Nov 2012 – Nov 2017 |
17.90%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart