Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQBK (Equity Bancshares, Inc.) | 4.89% | 22.54% | 28.02% | 8.66% | 7.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQBK (Equity Bancshares, Inc.) | 11/12/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 22.54 | 28.02 | 8.66 | 7.67 | NA | NA | … | … | 4.89 | 6.94 | 26.95 | 5.53 | -2.59 | 57.89 | -30.06 | -12.43 | -0.45 | 5.26 | 43.82 | -3.15 |
| Sharpe Ratio | NA | 0.67 | 0.85 | 0.20 | 0.17 | NA | NA | … | … | 0.29 | 0.15 | 0.79 | 0.05 | -0.15 | 1.80 | -0.45 | -0.43 | -0.08 | 0.20 | 1.65 | -1.33 |
| Standard Deviation(%) | NA | 25.46 | 29.79 | 29.98 | 35.02 | NA | NA | … | … | 22.95 | 27.71 | 29.57 | 37.51 | 27.67 | 32.08 | 67.65 | 32.31 | 23.30 | 23.51 | 26.37 | 16.37 |
| Draw Down(%) | NA | 17.02 | 28.29 | 44.41 | 69.80 | NA | NA | … | … | 12.43 | 21.44 | 14.00 | 36.75 | 18.24 | 14.73 | 57.08 | 31.84 | 27.83 | 14.73 | 13.99 | 5.93 |
| Yield(%) | 0.00 | 1.78 | 2.46 | 1.42 | 0.98 | 0.65 | 0.48 | … | … | 0.40 | 1.59 | 1.60 | 1.35 | 1.05 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQBK (Equity Bancshares, Inc.) |
-25.77%
Jul 2017 – Jul 2020 |
-10.86%
Jun 2018 – Jun 2023 |
7.36%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQBK (Equity Bancshares, Inc.) |
29.33%
May 2023 – May 2026 |
22.94%
Jul 2020 – Jul 2025 |
8.75%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart