Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSI (First Bancshares Inc) | -2.00% | 19.16% | 17.97% | 18.08% | 14.21% | 13.24% | 4.04% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSI (First Bancshares Inc) | 12/22/1993 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 19.16 | 17.97 | 18.08 | 14.21 | 13.24 | 4.04 | … | … | -2.00 | 36.46 | 10.21 | 22.90 | 12.66 | 34.13 | -14.77 | 14.73 | 20.61 | -0.87 | 29.21 | 31.85 | -16.15 | 61.00 | -0.99 | -24.74 | -18.96 | -47.59 | -6.24 | -2.47 | -1.50 | -12.28 | -1.60 | 59.98 | 12.20 | 21.34 | 6.95 | -25.49 | -18.40 | 87.97 | 3.91 | 25.49 | 6.25 | 4.35 |
| Sharpe Ratio | NA | 0.40 | 0.42 | 0.53 | 0.39 | NA | NA | … | … | -0.28 | 0.88 | 0.10 | 0.67 | 0.60 | 1.14 | -0.39 | 0.31 | 0.59 | -0.08 | 1.09 | 1.17 | -0.51 | 0.96 | -0.02 | -0.38 | -0.32 | -0.47 | -0.12 | -0.16 | -0.22 | -0.51 | -0.12 | 2.66 | 0.31 | 0.69 | 0.09 | -1.00 | -0.64 | 2.28 | 0.02 | 0.72 | 0.08 | 7.82 |
| Standard Deviation(%) | NA | 40.49 | 33.61 | 29.38 | 32.15 | NA | NA | … | … | 27.66 | 38.99 | 35.59 | 28.22 | 18.81 | 29.98 | 38.77 | 43.02 | 32.46 | 19.07 | 26.57 | 27.16 | 31.46 | 63.57 | 54.22 | 65.56 | 60.27 | 101.78 | 57.88 | 33.50 | 22.15 | 28.20 | 20.40 | 22.30 | 36.34 | 27.86 | 30.35 | 28.79 | 33.78 | 36.79 | 21.24 | 29.94 | 43.89 | 63.38 |
| Draw Down(%) | NA | 15.04 | 22.88 | 22.88 | 43.87 | NA | NA | … | … | 9.98 | 15.04 | 22.70 | 13.18 | 10.65 | 12.28 | 31.83 | 24.96 | 16.56 | 9.92 | 7.92 | 10.00 | 24.86 | 31.40 | 35.66 | 48.66 | 47.40 | 57.25 | 31.66 | 14.29 | 13.80 | 28.00 | 15.51 | 9.46 | 20.86 | 14.19 | 16.72 | 28.85 | 28.57 | 12.87 | 10.78 | 7.35 | 14.58 | 4.17 |
| Yield(%) | 0.00 | 0.00 | 1.21 | 1.77 | 2.13 | 2.43 | 0.68 | … | … | 0.00 | 1.60 | 1.52 | 1.58 | 1.75 | 1.91 | 1.55 | 1.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 0.86 | 0.77 | 0.73 | 1.19 | 1.27 | 1.60 | 1.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/22/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSI (First Bancshares Inc) |
-31.63%
Dec 2008 – Dec 2011 |
-21.81%
Dec 2006 – Dec 2011 |
-10.41%
Nov 2004 – Nov 2014 |
-6.79%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSI (First Bancshares Inc) |
34.83%
Dec 1994 – Dec 1997 |
22.81%
Dec 2020 – Dec 2025 |
16.09%
May 2015 – May 2025 |
12.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart