Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOB (Live Oak Bancshares, Inc.) | 5.00% | 30.39% | 16.92% | -9.00% | 8.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOB (Live Oak Bancshares, Inc.) | 07/23/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.46 | 30.39 | 16.92 | -9.00 | 8.91 | NA | NA | … | … | 5.00 | -12.82 | -12.82 | 51.27 | -65.30 | 84.26 | 151.16 | 29.26 | -37.60 | 29.48 | 30.89 | -25.45 |
| Sharpe Ratio | NA | 0.98 | 0.35 | -0.23 | 0.16 | NA | NA | … | … | 0.72 | -0.39 | -0.36 | 0.86 | -1.25 | 1.71 | 2.00 | 0.76 | -1.03 | 1.01 | 0.94 | -1.35 |
| Standard Deviation(%) | NA | 34.67 | 43.92 | 47.90 | 47.40 | NA | NA | … | … | 36.37 | 40.65 | 45.51 | 56.22 | 53.47 | 49.24 | 74.92 | 36.49 | 38.01 | 28.54 | 32.47 | 35.98 |
| Draw Down(%) | NA | 23.99 | 53.79 | 79.41 | 79.41 | NA | NA | … | … | 23.82 | 43.89 | 30.30 | 45.84 | 68.66 | 23.50 | 58.91 | 19.38 | 57.73 | 18.53 | 21.10 | 37.60 |
| Yield(%) | 0.08 | 0.54 | 0.57 | 0.20 | 0.73 | 0.42 | 0.32 | … | … | 0.17 | 0.31 | 0.27 | 0.40 | 0.14 | 0.27 | 0.63 | 0.79 | 0.50 | 0.55 | 0.52 | 0.10 |
Data as of 06/03/2026, Common starting date is 07/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOB (Live Oak Bancshares, Inc.) |
-23.39%
Oct 2021 – Oct 2024 |
-13.28%
Mar 2021 – Mar 2026 |
6.46%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOB (Live Oak Bancshares, Inc.) |
81.53%
Dec 2018 – Dec 2021 |
41.79%
Oct 2016 – Oct 2021 |
11.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart