Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSBI (KS Bancorp Inc) | 37.37% | 58.96% | 21.09% | 22.76% | 22.25% | 16.13% | 7.26% | … | … |
Data as of 04/24/2026, Common starting date is 01/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSBI (KS Bancorp Inc) | 01/24/2003 | 04/24/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 58.96 | 21.09 | 22.76 | 22.25 | 16.13 | 7.26 | … | … | 37.37 | 24.01 | 2.07 | 6.88 | -18.42 | 121.46 | -3.63 | 4.90 | -9.49 | 63.79 | 48.95 | 14.26 | 22.22 | 100.00 | 3.45 | -35.56 | 40.62 | -75.92 | -16.49 | -4.20 | 46.78 | 0.75 | 19.03 | 24.31 |
| Sharpe Ratio | NA | 1.95 | 0.78 | 0.75 | 0.69 | NA | NA | … | … | 3.94 | 1.06 | -0.11 | 0.10 | -0.76 | 3.01 | -0.10 | 0.18 | -0.47 | 1.70 | 1.73 | 0.48 | 0.73 | 2.96 | 0.05 | -0.40 | 0.37 | -0.51 | -0.18 | -0.11 | 1.20 | -0.02 | 0.54 | 0.69 |
| Standard Deviation(%) | NA | 28.80 | 22.81 | 29.49 | 30.06 | NA | NA | … | … | 43.87 | 20.37 | 14.49 | 33.26 | 26.03 | 40.59 | 40.08 | 19.14 | 23.24 | 37.39 | 28.11 | 29.64 | 30.48 | 33.76 | 72.32 | 89.37 | 109.52 | 149.34 | 95.58 | 65.99 | 36.37 | 64.69 | 33.66 | 36.81 |
| Draw Down(%) | NA | 9.33 | 20.20 | 24.92 | 33.17 | NA | NA | … | … | 6.54 | 9.33 | 8.82 | 20.87 | 24.92 | 13.46 | 30.36 | 9.67 | 23.24 | 8.37 | 13.11 | 17.64 | 22.27 | 14.79 | 34.62 | 57.50 | 46.50 | 79.74 | 44.53 | 35.43 | 13.33 | 28.92 | 18.75 | 23.45 |
| Yield(%) | 0.00 | 2.17 | 2.19 | 2.86 | 4.64 | 3.96 | 1.49 | … | … | 0.50 | 2.26 | 2.11 | 2.04 | 1.52 | 1.51 | 1.49 | 1.26 | 0.93 | 0.65 | 0.64 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 2.36 | 2.00 | 2.87 | 2.41 | 3.15 | 2.91 |
Data as of 04/24/2026, Common starting date is 01/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSBI (KS Bancorp Inc) |
-44.84%
Mar 2007 – Mar 2010 |
-35.34%
Feb 2007 – Feb 2012 |
-8.14%
Apr 2003 – Apr 2013 |
1.65%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSBI (KS Bancorp Inc) |
62.73%
Feb 2012 – Feb 2015 |
54.71%
Jul 2012 – Jul 2017 |
32.47%
Jan 2012 – Jan 2022 |
17.93%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart