Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCNCB (First Citizens BancShares Inc) | 6.78% | 15.22% | 19.26% | 20.89% | 23.73% | 16.92% | 12.69% | … | … |
Data as of 06/05/2026, Common starting date is 01/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCNCB (First Citizens BancShares Inc) | 01/03/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.64 | 15.22 | 19.26 | 20.89 | 23.73 | 16.92 | 12.69 | … | … | 6.78 | 0.53 | 37.46 | 91.92 | -8.41 | 41.81 | 20.12 | 32.35 | -6.16 | 14.69 | 28.17 | 3.39 | 16.01 | 29.19 | -8.22 | -10.69 | 19.94 | 10.27 | -25.50 | 0.05 | 14.54 | 23.97 | 20.95 | 31.91 | -0.05 | 31.44 | 5.20 | -17.13 | -18.98 | 45.89 |
| Sharpe Ratio | NA | -0.11 | 0.27 | 0.34 | 0.43 | NA | NA | … | … | -0.76 | -0.06 | 0.89 | 1.53 | -0.27 | 1.23 | 0.20 | 1.27 | -0.23 | 0.55 | 1.14 | 0.13 | 0.76 | 1.63 | -0.42 | -0.26 | 0.51 | 0.18 | -1.15 | -0.49 | 0.84 | 1.08 | 1.02 | 1.77 | -0.04 | 0.98 | 0.02 | -0.94 | -0.60 | 2.06 |
| Standard Deviation(%) | NA | 31.18 | 36.47 | 41.78 | 46.98 | NA | NA | … | … | 29.33 | 38.43 | 38.11 | 58.36 | 36.46 | 34.12 | 100.08 | 24.35 | 33.61 | 25.83 | 24.43 | 26.77 | 20.99 | 17.89 | 20.10 | 40.50 | 38.96 | 55.08 | 22.87 | 6.39 | 13.31 | 20.06 | 19.58 | 17.64 | 30.74 | 30.06 | 58.01 | 21.90 | 37.40 | 20.62 |
| Draw Down(%) | NA | 17.68 | 28.64 | 41.11 | 48.52 | NA | NA | … | … | 14.82 | 25.80 | 15.93 | 37.02 | 29.90 | 12.32 | 47.49 | 10.16 | 25.88 | 11.24 | 14.96 | 19.78 | 14.57 | 7.85 | 14.12 | 29.47 | 16.75 | 37.50 | 28.46 | 5.77 | 8.05 | 14.34 | 11.18 | 6.82 | 16.63 | 15.52 | 26.84 | 19.39 | 29.60 | 5.19 |
| Yield(%) | 0.13 | 0.50 | 0.64 | 0.69 | 1.44 | 1.36 | 1.18 | … | … | 0.23 | 0.46 | 0.53 | 0.58 | 0.29 | 0.28 | 0.37 | 0.48 | 0.41 | 0.40 | 0.51 | 0.51 | 0.59 | 0.73 | 0.69 | 0.61 | 0.73 | 0.79 | 0.55 | 0.55 | 0.62 | 0.77 | 0.92 | 1.20 | 1.08 | 1.03 | 1.43 | 1.17 | 0.70 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCB (First Citizens BancShares Inc) |
-15.68%
Apr 2006 – Apr 2009 |
-5.27%
Aug 2006 – Aug 2011 |
1.72%
Jul 2006 – Jul 2016 |
3.59%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCB (First Citizens BancShares Inc) |
63.95%
Sep 2020 – Sep 2023 |
43.09%
Sep 2020 – Sep 2025 |
25.11%
Jul 2014 – Jul 2024 |
19.70%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart