Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTX (Independent Bank Group Inc) | NA | 22.06% | -2.75% | 4.56% | 6.44% | NA | NA | … | … |
Data as of 12/31/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTX (Independent Bank Group Inc) | 04/03/2013 | 12/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 22.06 | -2.75 | 4.56 | 6.44 | NA | NA | … | … | 23.02 | -12.14 | -14.91 | 17.53 | 15.63 | 23.36 | -31.74 | 9.03 | 96.80 | -17.34 | -20.96 | 69.69 |
| Sharpe Ratio | NA | 0.44 | -0.19 | 0.05 | 0.12 | NA | NA | … | … | 0.44 | -0.38 | -0.59 | 0.53 | 0.21 | 0.86 | -1.20 | 0.30 | 2.43 | -0.49 | -0.72 | 4.40 |
| Standard Deviation(%) | NA | 37.32 | 36.57 | 45.90 | 39.51 | NA | NA | … | … | 37.32 | 43.17 | 27.66 | 32.73 | 73.80 | 25.64 | 27.58 | 28.56 | 39.71 | 35.51 | 29.19 | 23.25 |
| Draw Down(%) | NA | 29.24 | 61.06 | 63.47 | 72.94 | NA | NA | … | … | 29.24 | 53.72 | 24.70 | 19.28 | 63.47 | 16.88 | 42.62 | 20.35 | 21.80 | 31.15 | 37.00 | 9.09 |
| Yield(%) | 0.00 | 2.96 | 2.11 | 2.50 | 2.45 | 2.25 | 1.69 | … | … | 2.96 | 2.61 | 2.07 | 2.12 | 1.91 | 2.06 | 0.80 | 0.65 | 1.08 | 0.94 | 0.48 | 0.41 |
Data as of 12/31/2024, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTX (Independent Bank Group Inc) |
-27.46%
Mar 2017 – Mar 2020 |
-13.21%
May 2018 – May 2023 |
-1.14%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTX (Independent Bank Group Inc) |
33.06%
Jan 2015 – Jan 2018 |
23.07%
Mar 2016 – Mar 2021 |
6.48%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart