Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRL (First Reliance Bancshares Inc) | 18.68% | 53.97% | 28.61% | 8.45% | 12.73% | 13.77% | -0.82% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRL (First Reliance Bancshares Inc) | 03/30/2004 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 53.97 | 28.61 | 8.45 | 12.73 | 13.77 | -0.82 | … | … | 18.68 | 27.84 | 12.02 | -1.72 | -14.51 | 30.32 | -0.90 | 43.49 | -27.33 | 26.26 | 30.55 | 38.30 | 92.40 | -5.52 | -9.50 | -33.33 | -16.67 | -34.55 | -48.60 | -31.41 | 0.65 | 23.51 | 6.81 |
| Sharpe Ratio | NA | 2.14 | 1.14 | 0.24 | 0.41 | NA | NA | … | … | 1.84 | 1.28 | 0.42 | -0.15 | -1.38 | 1.79 | -0.02 | 0.83 | -2.08 | 0.35 | -0.10 | 0.55 | 0.95 | -0.29 | -0.17 | -0.30 | -0.30 | -0.24 | -0.85 | -1.80 | -0.91 | 0.09 | -0.16 |
| Standard Deviation(%) | NA | 23.31 | 21.77 | 24.02 | 26.82 | NA | NA | … | … | 26.26 | 19.92 | 13.15 | 40.83 | 11.52 | 26.46 | 45.50 | 24.47 | 23.54 | 19.96 | 36.44 | 35.74 | 78.08 | 83.80 | 162.61 | 172.79 | 116.51 | 217.12 | 80.11 | 29.83 | 23.84 | 28.86 | 65.41 |
| Draw Down(%) | NA | 13.84 | 13.84 | 43.95 | 43.95 | NA | NA | … | … | 13.84 | 9.64 | 10.10 | 31.59 | 15.69 | 8.23 | 37.98 | 6.87 | 33.97 | 12.97 | 21.87 | 18.50 | 32.20 | 54.17 | 54.93 | 68.00 | 44.44 | 69.31 | 54.91 | 36.86 | 20.00 | 14.04 | 36.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRL (First Reliance Bancshares Inc) |
-44.07%
May 2006 – May 2009 |
-39.07%
Nov 2006 – Nov 2011 |
-17.65%
Jul 2004 – Jul 2014 |
-6.28%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRL (First Reliance Bancshares Inc) |
60.40%
May 2014 – May 2017 |
37.85%
Feb 2012 – Feb 2017 |
22.82%
Jan 2012 – Jan 2022 |
13.43%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart