Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSBC (North State Bancorp) | NA | 56.77% | -13.96% | NA | NA | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSBC (North State Bancorp) | 11/03/2017 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 56.77 | -13.96 | NA | NA | NA | NA | … | … | -15.08 | -7.26 | 7.83 | -37.89 | 2.38 | 0.00 | -44.40 | 0.00 |
| Sharpe Ratio | NA | 1.00 | -0.31 | 0.29 | 0.08 | NA | NA | … | … | -0.42 | -0.14 | -0.35 | -2.13 | -0.77 | 0.00 | -0.06 | NA |
| Standard Deviation(%) | NA | 54.50 | 47.23 | 558.26 | 558.26 | NA | NA | … | … | 54.45 | 51.85 | 43.73 | 27.95 | 21.72 | NA | 416.72 | 0.00 |
| Draw Down(%) | NA | 45.60 | 65.31 | 69.42 | 69.42 | NA | NA | … | … | 43.33 | 55.10 | 53.75 | 42.55 | 6.78 | 0.00 | 44.40 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 11/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBC (North State Bancorp) |
-25.31%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBC (North State Bancorp) |
-14.23%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart