Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBS (MetroCity Bankshares, Inc.) | 28.47% | 26.86% | 28.38% | 17.54% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBS (MetroCity Bankshares, Inc.) | 01/19/2017 | 06/04/2026 |
| 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 (%) | 2.45 | 26.86 | 28.38 | 17.54 | NA | NA | NA | … | … | 28.47 | -14.09 | 37.09 | 15.34 | -19.27 | 95.75 | -15.18 | 6.92 | 65.83 | 65.83 |
| Sharpe Ratio | NA | 0.69 | 0.80 | 0.46 | NA | NA | NA | … | … | 2.80 | -0.63 | 0.92 | 0.32 | -0.65 | 3.23 | -0.24 | 0.13 | 2.95 | 1.26 |
| Standard Deviation(%) | NA | 25.50 | 32.50 | 32.25 | NA | NA | NA | … | … | 25.28 | 27.13 | 36.49 | 36.65 | 31.77 | 29.65 | 64.73 | 42.20 | 21.98 | 55.23 |
| Draw Down(%) | NA | 17.58 | 27.98 | 48.72 | NA | NA | NA | … | … | 8.21 | 21.34 | 16.24 | 32.52 | 34.88 | 14.08 | 54.71 | 25.00 | 2.31 | 25.00 |
| Yield(%) | 0.00 | 3.80 | 5.13 | 4.47 | 7.70 | 5.13 | 3.85 | … | … | 2.06 | 3.05 | 3.41 | 3.35 | 2.15 | 3.24 | 2.27 | 0.67 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBS (MetroCity Bankshares, Inc.) |
3.28%
Apr 2017 – Apr 2020 |
5.87%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBS (MetroCity Bankshares, Inc.) |
29.94%
May 2023 – May 2026 |
30.98%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart