Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISTR (Investar Holding Corporation) | 9.09% | 58.57% | 38.76% | 6.52% | 8.10% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISTR (Investar Holding Corporation) | 07/01/2014 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | 58.57 | 38.76 | 6.52 | 8.10 | NA | NA | … | … | 9.09 | 24.18 | 50.68 | -28.56 | 19.13 | 12.98 | -29.79 | -2.28 | 3.71 | 29.62 | 6.31 | 27.39 | -2.32 |
| Sharpe Ratio | NA | 1.88 | 1.09 | 0.14 | 0.17 | NA | NA | … | … | 0.60 | 0.69 | 1.70 | -0.74 | 0.92 | 0.41 | -0.40 | -0.15 | 0.07 | 1.38 | 0.22 | 1.02 | -0.21 |
| Standard Deviation(%) | NA | 26.02 | 32.62 | 30.37 | 36.58 | NA | NA | … | … | 22.25 | 31.00 | 27.61 | 43.73 | 19.23 | 31.38 | 75.10 | 24.48 | 33.43 | 21.09 | 28.01 | 26.94 | 21.38 |
| Draw Down(%) | NA | 11.92 | 37.06 | 59.32 | 68.22 | NA | NA | … | … | 11.92 | 28.36 | 17.90 | 56.63 | 15.50 | 25.83 | 62.04 | 11.68 | 26.01 | 7.91 | 21.31 | 13.33 | 9.87 |
| Yield(%) | 0.00 | 2.36 | 3.58 | 1.66 | 1.81 | 1.36 | 1.02 | … | … | 0.42 | 2.05 | 2.75 | 1.83 | 2.01 | 1.88 | 1.04 | 0.94 | 0.86 | 0.38 | 0.30 | 0.28 | 0.15 |
Data as of 06/05/2026, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTR (Investar Holding Corporation) |
-18.20%
Sep 2017 – Sep 2020 |
-16.88%
Oct 2018 – Oct 2023 |
1.69%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTR (Investar Holding Corporation) |
40.26%
May 2023 – May 2026 |
15.17%
Sep 2020 – Sep 2025 |
8.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart