Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) | 16.67% | 33.33% | 10.06% | 1.49% | NA | NA | NA | 1.77% |
Data as of 07/01/2025, AR inception is 01/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSB (Lakeside Bancshares Inc) | 01/14/2019 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.66 | 33.33 | 10.06 | 1.49 | NA | NA | NA | 1.77 | 16.67 | 20.12 | 9.54 | -17.09 | -12.00 | -3.85 | 3.17 |
| Sharpe Ratio | NA | 0.76 | 0.17 | -0.02 | NA | NA | NA | -0.01 | 1.10 | 0.33 | 0.11 | -0.67 | -0.71 | -0.57 | 0.60 |
| Standard Deviation(%) | NA | 44.51 | 38.98 | 33.29 | NA | NA | NA | 29.32 | 31.42 | 41.62 | 47.63 | 27.54 | 16.96 | 7.17 | 3.18 |
| Draw Down(%) | NA | 30.73 | 40.83 | 40.83 | NA | NA | NA | 40.83 | 13.42 | 20.00 | 34.14 | 18.18 | 15.60 | 7.31 | 0.00 |
| 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 | 0.00 |
Data as of 07/01/2025, AR inception is 01/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) |
-11.14%
Oct 2019 - Oct 2022 |
-7.40%
May 2019 - May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSB (Lakeside Bancshares Inc) |
10.89%
Aug 2021 - Aug 2024 |
2.90%
Aug 2019 - Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart