Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FCCT (First Community Corporation) NA 53.31% 17.13% 23.31% 17.42% 9.49% NA
Data as of 10/02/2025, Common starting date is 01/26/2007
More Performance Analytics Comparison
Name Start Date End Date
FCCT (First Community Corporation) 01/26/2007 10/02/2025
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
Annualized Return (%) 2.69 53.31 17.13 23.31 17.42 9.49 NA 50.85 -9.55 2.58 20.90 56.28 -17.70 8.30 11.74 32.63 18.75 33.33 15.38 30.00 -39.39 -13.16 -32.14 -32.53 -49.70 0.00
Sharpe Ratio NA 1.84 0.54 0.80 0.59 NA NA 2.29 -0.66 -0.07 0.89 1.85 -0.44 0.30 1.00 0.92 1.42 1.02 1.14 0.78 -0.84 -0.22 -0.70 -0.47 -1.18 -0.13
Standard Deviation(%) NA 27.35 25.47 26.46 26.98 NA NA 30.61 24.56 23.90 21.97 30.38 40.38 23.07 10.44 34.92 13.09 32.76 13.47 38.22 47.45 59.77 45.83 68.81 42.93 23.42
Draw Down(%) NA 10.50 30.92 30.92 42.13 NA NA 8.11 20.00 20.03 9.91 10.34 42.13 9.66 6.21 17.14 4.60 12.00 5.00 15.19 51.75 45.00 36.67 40.59 49.70 13.69
Yield(%) 0.00 2.79 2.78 4.59 5.22 2.73 0.53 0.00 2.50 2.44 2.94 4.46 3.52 3.68 3.97 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 10/02/2025, Common starting date is 01/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCCT (First Community Corporation) -38.70%
Dec 2007 – Dec 2010
-35.10%
Jan 2008 – Jan 2013
-11.19%
Mar 2007 – Mar 2017
-3.34%
Mar 2007 – Mar 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCCT (First Community Corporation) 34.86%
Jun 2014 – Jun 2017
27.09%
Jan 2013 – Jan 2018
22.04%
Jan 2013 – Jan 2023
9.49%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return