Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCNCP (First Citizens BancShares Inc) | 4.78% | 6.08% | 7.14% | 0.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCNCP (First Citizens BancShares Inc) | 03/09/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 6.08 | 7.14 | 0.63 | NA | NA | NA | … | … | 4.78 | -3.60 | 17.62 | 10.17 | -20.95 | 1.71 | 12.28 |
| Sharpe Ratio | NA | -0.02 | 0.23 | -0.13 | NA | NA | NA | … | … | 0.33 | -0.42 | 0.84 | 0.30 | -1.31 | 0.19 | 0.41 |
| Standard Deviation(%) | NA | 12.07 | 15.87 | 16.53 | NA | NA | NA | … | … | 11.61 | 15.48 | 16.71 | 21.59 | 17.16 | 8.86 | 36.85 |
| Draw Down(%) | NA | 10.36 | 16.91 | 26.12 | NA | NA | NA | … | … | 6.41 | 16.01 | 8.82 | 12.97 | 22.57 | 5.05 | 31.17 |
| Yield(%) | 1.63 | 6.53 | 6.69 | 5.00 | 3.26 | 2.18 | 1.63 | … | … | 3.28 | 5.83 | 6.66 | 6.88 | 5.13 | 4.97 | 2.72 |
Data as of 06/04/2026, Common starting date is 03/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCP (First Citizens BancShares Inc) |
-5.30%
Oct 2020 – Oct 2023 |
0.09%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCP (First Citizens BancShares Inc) |
9.83%
Oct 2022 – Oct 2025 |
3.28%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart