Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNTY (Guaranty Bancshares, Inc.) | NA | 57.02% | 16.32% | 20.17% | NA | NA | NA | … | … |
Data as of 10/02/2025, Common starting date is 05/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNTY (Guaranty Bancshares, Inc.) | 05/09/2017 | 10/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 57.02 | 16.32 | 20.17 | NA | NA | NA | … | … | 49.17 | 6.02 | 0.19 | -5.50 | 41.21 | -5.96 | 12.81 | -1.24 | 3.13 |
| Sharpe Ratio | NA | 1.68 | 0.40 | 0.57 | NA | NA | NA | … | … | 2.21 | 0.07 | -0.10 | -0.26 | 1.44 | -0.10 | 0.48 | -0.11 | 0.15 |
| Standard Deviation(%) | NA | 32.20 | 33.35 | 31.74 | NA | NA | NA | … | … | 30.56 | 35.60 | 35.15 | 26.51 | 28.54 | 59.53 | 23.41 | 24.53 | 27.82 |
| Draw Down(%) | NA | 14.90 | 38.41 | 44.55 | NA | NA | NA | … | … | 11.09 | 17.45 | 35.88 | 18.34 | 19.90 | 36.29 | 14.86 | 18.05 | 18.05 |
| Yield(%) | 0.00 | 9.18 | 4.65 | 5.17 | 2.92 | 1.94 | 1.46 | … | … | 8.29 | 2.87 | 2.66 | 2.37 | 2.63 | 2.62 | 2.36 | 1.52 | 1.33 |
Data as of 10/02/2025, Common starting date is 05/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNTY (Guaranty Bancshares, Inc.) |
-7.13%
Apr 2021 – Apr 2024 |
-1.80%
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 |
|---|---|---|---|---|
| GNTY (Guaranty Bancshares, Inc.) |
16.88%
Sep 2022 – Sep 2025 |
20.71%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart