Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCPB (First Capital Bancshares Inc) | 7.46% | 18.99% | 16.13% | 11.11% | 18.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCPB (First Capital Bancshares Inc) | 01/02/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 18.99 | 16.13 | 11.11 | 18.61 | NA | NA | … | … | 7.46 | 1.39 | 44.25 | -10.11 | -6.32 | 46.15 | -7.14 | 3.70 | 11.57 | 105.08 | 34.06 | 18.60 | 81.16 | 21.05 |
| Sharpe Ratio | NA | 0.76 | 0.53 | 0.30 | 0.34 | NA | NA | … | … | 1.15 | -0.05 | 1.81 | -0.65 | -0.23 | 1.18 | -0.16 | 0.08 | 0.30 | 0.78 | 2.26 | 0.69 | 0.94 | 1.26 |
| Standard Deviation(%) | NA | 21.08 | 22.69 | 28.18 | 51.65 | NA | NA | … | … | 13.93 | 27.64 | 21.07 | 22.11 | 33.41 | 39.01 | 46.21 | 30.09 | 33.91 | 133.99 | 15.00 | 27.04 | 86.28 | 16.72 |
| Draw Down(%) | NA | 8.65 | 23.08 | 23.08 | 66.92 | NA | NA | … | … | 3.69 | 23.08 | 8.68 | 14.32 | 18.95 | 19.53 | 29.40 | 17.84 | 30.00 | 61.95 | 3.76 | 14.68 | 40.83 | 3.85 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 16.31 | 29.24 | 21.93 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 125.79 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPB (First Capital Bancshares Inc) |
-7.34%
Feb 2018 – Feb 2021 |
0.18%
Feb 2018 – Feb 2023 |
15.80%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPB (First Capital Bancshares Inc) |
66.55%
Feb 2015 – Feb 2018 |
57.53%
Feb 2013 – Feb 2018 |
25.62%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart