Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NODB (North Dallas Bank & Trust Co) | 6.79% | 16.07% | 4.77% | -3.17% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NODB (North Dallas Bank & Trust Co) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 16.07 | 4.77 | -3.17 | NA | NA | NA | … | … | 6.79 | 33.27 | -9.42 | -24.43 | -12.57 | 2.29 |
| Sharpe Ratio | NA | 1.08 | 0.03 | -0.39 | NA | NA | NA | … | … | 0.89 | 2.30 | -0.86 | -2.56 | -1.17 | 0.14 |
| Standard Deviation(%) | NA | 12.90 | 14.11 | 13.84 | NA | NA | NA | … | … | 18.08 | 13.28 | 15.10 | 11.06 | 12.01 | 16.50 |
| Draw Down(%) | NA | 11.76 | 24.68 | 43.12 | NA | NA | NA | … | … | 11.76 | 4.21 | 15.16 | 28.57 | 19.19 | 11.34 |
| Yield(%) | 0.00 | 0.73 | 1.04 | 1.06 | 0.57 | 0.38 | 0.29 | … | … | 0.17 | 0.87 | 0.60 | 1.95 | 1.67 | 1.34 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NODB (North Dallas Bank & Trust Co) |
-16.54%
Jun 2021 – Jun 2024 |
-2.96%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NODB (North Dallas Bank & Trust Co) |
4.91%
May 2023 – May 2026 |
-1.58%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart