Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGBI (First Guaranty Bancshares, Inc.) | 97.88% | 25.72% | -6.45% | -6.87% | -0.06% | 2.96% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/14/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGBI (First Guaranty Bancshares, Inc.) | 12/14/2009 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.05 | 25.72 | -6.45 | -6.87 | -0.06 | 2.96 | NA | … | … | 97.88 | -55.42 | 6.55 | -50.16 | 18.18 | 30.42 | -14.68 | -3.05 | -4.46 | 7.17 | 31.92 | -15.77 | 40.96 | 13.94 | 34.77 | 8.29 | -14.23 | 0.00 |
| Sharpe Ratio | NA | 0.19 | -0.15 | -0.28 | -0.05 | NA | NA | … | … | 5.23 | -1.05 | 0.08 | -1.22 | 0.49 | 1.08 | -0.18 | -0.16 | -0.17 | 0.23 | 0.44 | -0.10 | 0.40 | 0.13 | 0.20 | 0.10 | -0.08 | NA |
| Standard Deviation(%) | NA | 56.91 | 48.36 | 43.30 | 46.86 | NA | NA | … | … | 57.22 | 55.90 | 37.08 | 44.33 | 34.21 | 28.25 | 84.57 | 29.03 | 34.35 | 28.57 | 72.18 | 163.32 | 102.70 | 111.19 | 150.57 | 81.82 | 197.64 | 0.00 |
| Draw Down(%) | NA | 52.68 | 69.96 | 83.23 | 83.23 | NA | NA | … | … | 15.40 | 60.99 | 31.15 | 59.96 | 28.13 | 14.82 | 48.89 | 20.93 | 29.56 | 15.43 | 26.73 | 27.34 | 30.73 | 29.23 | 28.81 | 3.73 | 23.22 | 0.00 |
| Yield(%) | 0.00 | 0.47 | 2.21 | 2.29 | 3.96 | 5.37 | 3.78 | … | … | 0.19 | 0.35 | 3.63 | 2.73 | 3.17 | 3.69 | 2.89 | 3.00 | 2.76 | 2.80 | 3.10 | 3.06 | 4.15 | 4.53 | 2.04 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/14/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBI (First Guaranty Bancshares, Inc.) |
-40.34%
Nov 2022 – Nov 2025 |
-18.07%
Nov 2020 – Nov 2025 |
-9.72%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBI (First Guaranty Bancshares, Inc.) |
38.81%
Nov 2011 – Nov 2014 |
21.62%
Jul 2012 – Jul 2017 |
14.37%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart