Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBHC (National Bank Holdings Corporation) | 12.33% | 19.65% | 12.74% | 4.06% | 9.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHC (National Bank Holdings Corporation) | 09/21/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 19.65 | 12.74 | 4.06 | 9.51 | NA | NA | … | … | 12.33 | -8.94 | 19.11 | -8.81 | -2.16 | 37.06 | -4.46 | 17.20 | -3.43 | 2.77 | 50.66 | 11.45 | -8.39 | 13.86 | -3.10 |
| Sharpe Ratio | NA | 0.59 | 0.35 | 0.05 | 0.25 | NA | NA | … | … | 1.18 | -0.42 | 0.49 | -0.34 | -0.12 | 1.35 | -0.09 | 0.63 | -0.23 | 0.09 | 2.22 | 0.55 | -0.47 | 0.75 | -0.73 |
| Standard Deviation(%) | NA | 25.70 | 29.93 | 30.65 | 31.31 | NA | NA | … | … | 24.47 | 28.26 | 31.31 | 36.58 | 31.08 | 27.50 | 53.40 | 24.84 | 21.22 | 23.26 | 22.69 | 20.68 | 17.98 | 18.53 | 15.26 |
| Draw Down(%) | NA | 14.41 | 32.94 | 43.64 | 48.13 | NA | NA | … | … | 11.16 | 22.53 | 16.28 | 37.23 | 23.57 | 18.12 | 43.91 | 16.92 | 28.07 | 16.93 | 12.73 | 11.13 | 13.37 | 7.75 | 8.09 |
| Yield(%) | 0.76 | 3.45 | 3.62 | 2.72 | 4.00 | 3.18 | 2.38 | … | … | 1.69 | 2.85 | 3.02 | 2.44 | 2.12 | 2.66 | 2.21 | 3.08 | 1.67 | 1.06 | 1.05 | 1.29 | 0.94 | 1.04 | 0.25 |
Data as of 06/04/2026, Common starting date is 09/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHC (National Bank Holdings Corporation) |
-8.04%
Mar 2017 – Mar 2020 |
-3.24%
Jun 2018 – Jun 2023 |
5.65%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHC (National Bank Holdings Corporation) |
28.17%
May 2015 – May 2018 |
17.76%
May 2013 – May 2018 |
11.77%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart