Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) | 7.94% | 1.33% | 12.77% | 9.94% | NA | NA | NA | 8.17% |
Data as of 07/25/2025, AR inception is 11/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUMB (Lumbee Guaranty Bank) | 11/25/2019 | 07/25/2025 |
| 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 (%) | 0.00 | 1.33 | 12.77 | 9.94 | NA | NA | NA | 8.17 | 7.94 | 47.84 | -20.43 | -2.98 | 14.23 | -0.92 | 6.23 |
| Sharpe Ratio | NA | -0.06 | 0.29 | 0.25 | NA | NA | NA | 0.17 | 0.37 | 1.08 | -0.77 | -0.21 | 0.43 | -0.04 | 7.11 |
| Standard Deviation(%) | NA | 30.11 | 32.87 | 31.10 | NA | NA | NA | 31.52 | 31.38 | 38.27 | 32.49 | 21.23 | 33.09 | 31.61 | 12.32 |
| Draw Down(%) | NA | 18.93 | 28.06 | 37.93 | NA | NA | NA | 37.93 | 12.10 | 18.93 | 25.27 | 17.02 | 19.33 | 24.58 | 0.00 |
| Yield(%) | 0.00 | 1.21 | 2.52 | 2.65 | 1.45 | 0.96 | 0.72 | 2.89 | 0.00 | 3.67 | 2.66 | 2.28 | 2.38 | 2.00 | 1.47 |
Data as of 07/25/2025, AR inception is 11/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) |
-4.64%
Jan 2021 - Jan 2024 |
4.39%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) |
10.38%
Jun 2021 - Jun 2024 |
8.32%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart