Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OZK (Bank Ozk) | 9.90% | 15.64% | 14.80% | 6.06% | 5.61% | 12.87% | 12.16% | … | … |
Data as of 06/05/2026, Common starting date is 07/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OZK (Bank Ozk) | 07/18/1997 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 15.64 | 14.80 | 6.06 | 5.61 | 12.87 | 12.16 | … | … | 9.90 | 7.45 | -7.36 | 29.12 | -11.24 | 53.13 | 7.55 | 38.18 | -52.01 | -6.51 | 7.95 | 32.22 | 36.04 | 71.99 | 14.78 | 38.89 | 50.59 | 0.88 | 15.54 | -19.59 | -9.32 | 9.65 | 52.80 | 94.75 | 100.16 | 99.75 | -31.14 | -14.75 | -10.29 | 39.73 |
| Sharpe Ratio | NA | 0.39 | 0.33 | 0.11 | 0.10 | NA | NA | … | … | 0.68 | 0.14 | -0.30 | 0.60 | -0.39 | 1.65 | 0.11 | 1.07 | -1.27 | -0.25 | 0.22 | 1.19 | 1.37 | 3.59 | 0.65 | 1.24 | 1.85 | 0.02 | 0.23 | -0.77 | -0.55 | 0.35 | 1.85 | 3.48 | 2.59 | 2.84 | -0.91 | -0.50 | -0.32 | 3.17 |
| Standard Deviation(%) | NA | 24.75 | 34.36 | 34.70 | 39.29 | NA | NA | … | … | 23.56 | 32.27 | 36.63 | 42.98 | 32.69 | 32.15 | 66.36 | 34.16 | 42.22 | 29.17 | 34.92 | 27.07 | 26.27 | 20.06 | 22.96 | 31.24 | 27.33 | 49.49 | 64.21 | 29.75 | 23.22 | 21.02 | 28.00 | 27.04 | 38.19 | 35.02 | 39.03 | 36.08 | 43.32 | 32.95 |
| Draw Down(%) | NA | 19.03 | 29.23 | 35.26 | 70.41 | NA | NA | … | … | 15.56 | 29.23 | 23.08 | 34.96 | 30.12 | 14.79 | 49.53 | 27.35 | 59.52 | 27.99 | 29.11 | 18.44 | 18.42 | 10.70 | 11.99 | 26.17 | 14.78 | 42.16 | 46.04 | 21.50 | 19.95 | 12.19 | 21.66 | 15.00 | 22.90 | 19.59 | 45.97 | 29.68 | 46.10 | 10.11 |
| Yield(%) | 0.00 | 4.09 | 4.52 | 3.41 | 3.03 | 7.80 | 9.05 | … | … | 1.98 | 3.97 | 3.18 | 3.61 | 2.67 | 3.59 | 3.50 | 4.05 | 1.64 | 1.34 | 1.31 | 1.49 | 1.67 | 2.09 | 1.67 | 1.66 | 2.03 | 1.76 | 1.91 | 1.32 | 1.07 | 1.06 | 1.35 | 1.93 | 10.90 | 3.65 | 2.15 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZK (Bank Ozk) |
-29.87%
Mar 2017 – Mar 2020 |
-12.96%
Mar 2015 – Mar 2020 |
1.37%
Nov 2015 – Nov 2025 |
6.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZK (Bank Ozk) |
109.96%
Mar 2001 – Mar 2004 |
75.00%
Nov 2000 – Nov 2005 |
33.71%
Nov 2000 – Nov 2010 |
37.05%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart