Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUSB (First US Bancshares, Inc.) | 16.43% | 31.66% | 33.51% | 10.43% | 7.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUSB (First US Bancshares, Inc.) | 10/01/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 31.66 | 33.51 | 10.43 | 7.71 | NA | NA | … | … | 16.43 | 10.70 | 24.49 | 21.56 | -16.67 | 18.54 | -21.13 | 46.64 | -27.04 | 11.16 |
| Sharpe Ratio | NA | 0.59 | 0.78 | 0.22 | 0.14 | NA | NA | … | … | 1.47 | 0.18 | 0.56 | 0.44 | -0.58 | 0.41 | -0.33 | 1.66 | -0.48 | 1.91 |
| Standard Deviation(%) | NA | 41.20 | 38.25 | 39.17 | 41.53 | NA | NA | … | … | 26.22 | 45.50 | 37.32 | 40.69 | 31.41 | 45.14 | 64.97 | 27.16 | 31.87 | 28.07 |
| Draw Down(%) | NA | 18.35 | 23.20 | 46.16 | 55.60 | NA | NA | … | … | 7.28 | 21.11 | 20.38 | 34.26 | 37.94 | 20.78 | 52.05 | 16.08 | 40.00 | 8.02 |
| Yield(%) | 0.00 | 2.23 | 3.31 | 1.85 | 1.46 | 1.08 | 0.81 | … | … | 0.50 | 2.20 | 2.06 | 2.27 | 1.30 | 1.36 | 1.00 | 0.49 | 0.62 | 0.25 |
Data as of 06/03/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSB (First US Bancshares, Inc.) |
-14.28%
Jul 2017 – Jul 2020 |
-7.21%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSB (First US Bancshares, Inc.) |
33.44%
Apr 2023 – Apr 2026 |
19.10%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart