Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMSB (John Marshall Bancorp, Inc.) | 8.09% | 26.63% | 2.02% | 4.70% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMSB (John Marshall Bancorp, Inc.) | 03/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 26.63 | 2.02 | 4.70 | NA | NA | NA | … | … | 8.09 | 1.16 | -9.71 | -20.75 | 45.83 | 39.16 | -13.33 | 10.37 | -16.01 | 0.00 |
| Sharpe Ratio | NA | 0.80 | -0.03 | 0.05 | NA | NA | NA | … | … | 0.73 | -0.05 | -0.29 | -0.44 | 1.35 | 2.28 | -0.26 | 0.40 | -1.17 | -0.02 |
| Standard Deviation(%) | NA | 30.07 | 43.28 | 39.94 | NA | NA | NA | … | … | 23.98 | 36.82 | 46.22 | 55.73 | 32.97 | 17.19 | 51.09 | 22.50 | 14.97 | 36.52 |
| Draw Down(%) | NA | 12.57 | 45.38 | 50.92 | NA | NA | NA | … | … | 9.16 | 29.33 | 32.24 | 45.03 | 24.42 | 7.22 | 45.36 | 15.87 | 20.48 | 20.71 |
| Yield(%) | 0.00 | 2.77 | 1.49 | 1.27 | 0.65 | 0.43 | 0.32 | … | … | 0.91 | 1.51 | 1.23 | 0.80 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSB (John Marshall Bancorp, Inc.) |
-20.40%
Aug 2017 – Aug 2020 |
-0.28%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSB (John Marshall Bancorp, Inc.) |
25.53%
Mar 2020 – Mar 2023 |
14.25%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart