Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBK (FB Financial Corporation) | -3.99% | 26.15% | 25.80% | 6.11% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBK (FB Financial Corporation) | 09/16/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 26.15 | 25.80 | 6.11 | NA | NA | NA | … | … | -3.99 | 9.99 | 31.42 | 12.32 | -16.50 | 27.52 | -11.14 | 14.05 | -16.17 | 61.81 | 25.06 |
| Sharpe Ratio | NA | 0.69 | 0.66 | 0.11 | NA | NA | NA | … | … | -0.51 | 0.23 | 0.81 | 0.22 | -0.59 | 0.90 | -0.17 | 0.53 | -0.66 | 2.02 | 3.87 |
| Standard Deviation(%) | NA | 27.45 | 33.53 | 33.09 | NA | NA | NA | … | … | 27.56 | 30.80 | 34.37 | 39.94 | 30.60 | 30.51 | 65.55 | 23.95 | 26.77 | 30.46 | 30.02 |
| Draw Down(%) | NA | 17.08 | 30.58 | 46.71 | NA | NA | NA | … | … | 17.08 | 26.29 | 13.45 | 36.05 | 25.60 | 27.15 | 61.31 | 20.09 | 26.08 | 14.15 | 5.24 |
| Yield(%) | 0.00 | 1.87 | 2.57 | 1.50 | 2.07 | 1.38 | 1.04 | … | … | 0.75 | 1.50 | 1.72 | 1.64 | 1.17 | 1.28 | 0.91 | 0.91 | 0.47 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBK (FB Financial Corporation) |
-17.24%
Mar 2017 – Mar 2020 |
-7.15%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBK (FB Financial Corporation) |
27.53%
May 2023 – May 2026 |
20.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart