Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBMS (The First Bancshares, Inc.) | NA | 36.77% | 3.27% | 14.99% | 9.38% | 10.56% | 7.78% | … | … |
Data as of 03/31/2025, Common starting date is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBMS (The First Bancshares, Inc.) | 01/02/2003 | 03/31/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.53 | 36.77 | 3.27 | 14.99 | 9.38 | 10.56 | 7.78 | … | … | -2.76 | 23.60 | -5.37 | -15.21 | 26.95 | -11.59 | 18.55 | -11.04 | 25.02 | 51.19 | 27.58 | 4.57 | 50.59 | 25.64 | -8.76 | 23.05 | -22.35 | -57.48 | -27.47 | 91.01 | 81.51 | 8.50 | 3.13 |
| Sharpe Ratio | NA | 0.88 | -0.03 | 0.35 | 0.24 | NA | NA | … | … | -0.49 | 0.53 | -0.29 | -0.67 | 0.96 | -0.20 | 1.01 | -0.58 | 1.10 | 1.50 | 1.01 | 0.25 | 1.12 | 0.54 | -0.15 | 0.33 | -0.20 | -0.71 | -0.73 | 1.82 | 1.48 | 0.19 | 0.79 |
| Standard Deviation(%) | NA | 32.03 | 30.59 | 34.98 | 31.71 | NA | NA | … | … | 28.42 | 32.17 | 33.52 | 25.02 | 28.06 | 58.20 | 17.00 | 21.27 | 22.17 | 34.08 | 27.30 | 18.08 | 44.95 | 47.68 | 60.16 | 69.92 | 112.12 | 82.54 | 41.71 | 48.46 | 53.55 | 40.69 | 3.08 |
| Draw Down(%) | NA | 15.15 | 33.18 | 43.99 | 60.16 | NA | NA | … | … | 15.15 | 20.26 | 27.88 | 30.02 | 10.98 | 54.29 | 11.14 | 31.56 | 13.66 | 15.03 | 15.41 | 6.43 | 15.45 | 22.50 | 33.68 | 29.15 | 57.66 | 63.71 | 39.91 | 24.95 | 23.33 | 20.55 | 0.00 |
| Yield(%) | 0.00 | 3.92 | 2.69 | 3.97 | 2.96 | 3.90 | 3.26 | … | … | 0.72 | 3.44 | 2.88 | 1.90 | 1.90 | 1.20 | 1.00 | 0.58 | 0.57 | 0.83 | 1.04 | 1.08 | 1.57 | 2.09 | 1.85 | 2.14 | 0.00 | 1.05 | 1.74 | 1.00 | 0.56 | 0.91 | 0.00 |
Data as of 03/31/2025, Common starting date is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMS (The First Bancshares, Inc.) |
-37.90%
Dec 2006 – Dec 2009 |
-23.10%
Dec 2006 – Dec 2011 |
-2.88%
Mar 2006 – Mar 2016 |
2.06%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMS (The First Bancshares, Inc.) |
55.53%
Dec 2003 – Dec 2006 |
30.72%
Dec 2011 – Dec 2016 |
20.40%
Sep 2009 – Sep 2019 |
14.02%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart