Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INBC (InBankshares Corp) | 1.26% | 16.91% | 14.79% | 1.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INBC (InBankshares Corp) | 01/27/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 16.91 | 14.79 | 1.47 | NA | NA | NA | … | … | 1.26 | 32.35 | 6.25 | 1.78 | -19.05 | 21.38 | -20.00 |
| Sharpe Ratio | NA | 0.77 | 0.56 | -0.06 | NA | NA | NA | … | … | -0.09 | 1.11 | -0.03 | -0.12 | -1.17 | 0.72 | -0.73 |
| Standard Deviation(%) | NA | 18.60 | 20.00 | 21.05 | NA | NA | NA | … | … | 15.62 | 27.14 | 12.19 | 19.98 | 17.60 | 29.82 | 29.45 |
| Draw Down(%) | NA | 8.22 | 14.53 | 41.67 | NA | NA | NA | … | … | 8.22 | 9.52 | 13.03 | 23.33 | 20.92 | 19.08 | 31.71 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INBC (InBankshares Corp) |
-12.22%
Jul 2021 – Jul 2024 |
-1.22%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INBC (InBankshares Corp) |
14.99%
Dec 2022 – Dec 2025 |
10.86%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart