Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBNK (Origin Bancorp Inc) | NA | -18.16% | 17.90% | -2.47% | NA | NA | NA | … | … |
Data as of 07/21/2023, Common starting date is 05/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBNK (Origin Bancorp Inc) | 05/09/2018 | 07/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.98 | -18.16 | 17.90 | -2.47 | NA | NA | NA | … | … | -10.38 | -12.10 | 56.89 | -26.42 | 11.87 | -8.89 |
| Sharpe Ratio | NA | -0.68 | 0.50 | -0.10 | NA | NA | NA | … | … | -0.62 | -0.53 | 1.82 | -0.42 | 0.46 | -0.55 |
| Standard Deviation(%) | NA | 31.71 | 33.39 | 37.85 | NA | NA | NA | … | … | 36.66 | 25.37 | 31.22 | 62.56 | 22.70 | 26.81 |
| Draw Down(%) | NA | 42.75 | 42.75 | 57.60 | NA | NA | NA | … | … | 33.53 | 22.91 | 15.23 | 54.35 | 12.91 | 21.88 |
| Yield(%) | 0.00 | 1.47 | 2.47 | 1.04 | 0.56 | 0.37 | 0.28 | … | … | 0.83 | 1.33 | 1.78 | 1.02 | 0.72 | 0.26 |
Data as of 07/21/2023, Common starting date is 05/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBNK (Origin Bancorp Inc) |
0.93%
Dec 2019 – Dec 2022 |
-4.83%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBNK (Origin Bancorp Inc) |
19.16%
Mar 2020 – Mar 2023 |
-4.83%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart