Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBT (HBT Financial, Inc.) | 12.64% | 26.43% | 19.92% | 13.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBT (HBT Financial, Inc.) | 10/14/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 26.43 | 19.92 | 13.83 | NA | NA | NA | … | … | 12.64 | 22.23 | 7.74 | 11.71 | 8.11 | 28.05 | -16.55 | 22.52 |
| Sharpe Ratio | NA | 0.78 | 0.60 | 0.38 | NA | NA | NA | … | … | 1.20 | 0.68 | 0.13 | 0.28 | 0.24 | 1.06 | -0.27 | 8.35 |
| Standard Deviation(%) | NA | 26.69 | 29.04 | 28.74 | NA | NA | NA | … | … | 25.82 | 28.53 | 31.89 | 29.26 | 28.34 | 26.37 | 61.31 | 18.79 |
| Draw Down(%) | NA | 13.43 | 18.67 | 27.07 | NA | NA | NA | … | … | 12.01 | 18.67 | 16.45 | 27.07 | 17.32 | 22.34 | 53.94 | 5.11 |
| Yield(%) | 0.00 | 3.76 | 4.33 | 4.12 | 2.95 | 1.97 | 1.48 | … | … | 1.79 | 3.91 | 3.56 | 3.52 | 3.42 | 4.00 | 3.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBT (HBT Financial, Inc.) |
4.01%
Apr 2021 – Apr 2024 |
6.81%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBT (HBT Financial, Inc.) |
28.02%
Mar 2020 – Mar 2023 |
21.89%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart