Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGBIP (First Guaranty Bancshares Inc) | 38.75% | 20.26% | 12.51% | 2.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGBIP (First Guaranty Bancshares Inc) | 05/05/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 20.26 | 12.51 | 2.34 | NA | NA | NA | … | … | 38.75 | -15.61 | 14.82 | -13.87 | -4.58 | 6.52 |
| Sharpe Ratio | NA | 0.75 | 0.31 | -0.01 | NA | NA | NA | … | … | 5.73 | -0.85 | 0.38 | -0.37 | -0.24 | 0.56 |
| Standard Deviation(%) | NA | 20.18 | 27.59 | 30.50 | NA | NA | NA | … | … | 19.21 | 21.94 | 29.52 | 47.97 | 25.56 | 17.77 |
| Draw Down(%) | NA | 23.31 | 28.30 | 38.14 | NA | NA | NA | … | … | 7.28 | 26.06 | 16.32 | 33.96 | 14.73 | 8.40 |
| Yield(%) | 0.00 | 9.03 | 9.00 | 6.18 | 3.28 | 2.19 | 1.64 | … | … | 5.38 | 8.53 | 8.84 | 6.70 | 6.28 | 3.83 |
Data as of 06/04/2026, Common starting date is 05/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBIP (First Guaranty Bancshares Inc) |
-8.46%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBIP (First Guaranty Bancshares Inc) |
11.99%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart