Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUN (FirstSun Capital Bancorp) | -1.91% | 6.68% | 13.87% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSUN (FirstSun Capital Bancorp) | 08/03/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.48 | 6.68 | 13.87 | NA | NA | NA | NA | … | … | -1.91 | -4.22 | 17.79 | -6.72 | 51.88 |
| Sharpe Ratio | NA | 0.11 | 0.38 | NA | NA | NA | NA | … | … | -0.21 | -0.20 | 0.50 | -0.47 | 4.22 |
| Standard Deviation(%) | NA | 36.29 | 27.60 | NA | NA | NA | NA | … | … | 31.42 | 35.48 | 20.66 | 23.60 | 40.94 |
| Draw Down(%) | NA | 27.15 | 31.41 | NA | NA | NA | NA | … | … | 16.13 | 31.41 | 19.94 | 32.10 | 5.92 |
| 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 |
Data as of 06/12/2026, Common starting date is 08/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUN (FirstSun Capital Bancorp) |
-2.89%
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 |
|---|---|---|---|---|
| FSUN (FirstSun Capital Bancorp) |
10.89%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart