Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PB (Prosperity Bancshares, Inc.) | 0.40% | 2.89% | 8.76% | 1.09% | 5.36% | 6.12% | 6.27% | … | … |
Data as of 06/04/2026, Common starting date is 11/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PB (Prosperity Bancshares, Inc.) | 11/13/1998 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 2.89 | 8.76 | 1.09 | 5.36 | 6.12 | 6.27 | … | … | 0.40 | -3.48 | 15.06 | -3.34 | 3.64 | 7.13 | -0.27 | 18.19 | -9.20 | -0.36 | 53.51 | -11.69 | -11.21 | 53.42 | 6.03 | 4.64 | -1.21 | 39.33 | 2.46 | -13.62 | 21.61 | -0.40 | 30.57 | 20.67 | 42.64 | 38.36 | 26.23 | 29.29 | 0.51 |
| Sharpe Ratio | NA | -0.04 | 0.25 | -0.04 | 0.12 | NA | NA | … | … | -0.03 | -0.27 | 0.46 | -0.24 | 0.09 | 0.28 | -0.01 | 0.73 | -0.46 | -0.04 | 1.49 | -0.44 | -0.59 | 3.02 | 0.26 | 0.12 | -0.05 | 0.75 | 0.02 | -0.55 | 1.03 | -0.12 | 1.47 | 0.76 | 1.14 | 1.08 | 0.78 | 0.85 | 0.03 |
| Standard Deviation(%) | NA | 23.03 | 25.31 | 25.52 | 30.93 | NA | NA | … | … | 24.66 | 24.04 | 24.84 | 29.70 | 24.80 | 25.02 | 61.17 | 22.75 | 23.30 | 24.97 | 35.85 | 26.88 | 19.17 | 17.65 | 22.95 | 39.87 | 27.39 | 52.01 | 64.66 | 30.70 | 17.76 | 21.70 | 20.17 | 26.13 | 36.33 | 33.96 | 28.35 | 30.48 | 24.92 |
| Draw Down(%) | NA | 16.45 | 24.84 | 34.37 | 42.22 | NA | NA | … | … | 14.92 | 21.33 | 14.28 | 34.37 | 17.57 | 17.45 | 41.94 | 15.99 | 25.44 | 26.41 | 29.52 | 20.78 | 19.94 | 6.25 | 16.77 | 31.50 | 34.27 | 31.73 | 34.29 | 23.77 | 8.80 | 13.49 | 11.20 | 14.93 | 22.56 | 22.30 | 20.84 | 17.16 | 4.00 |
| Yield(%) | 0.00 | 3.41 | 3.86 | 2.87 | 3.48 | 3.80 | 4.05 | … | … | 0.86 | 3.13 | 3.31 | 3.06 | 2.90 | 2.89 | 2.58 | 2.63 | 2.13 | 1.92 | 2.66 | 2.04 | 1.60 | 2.03 | 1.96 | 1.80 | 1.60 | 1.97 | 1.81 | 1.32 | 1.42 | 1.21 | 1.37 | 1.31 | 1.63 | 1.46 | 2.16 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PB (Prosperity Bancshares, Inc.) |
-9.45%
Mar 2017 – Mar 2020 |
-2.59%
Aug 2018 – Aug 2023 |
1.15%
Oct 2013 – Oct 2023 |
5.46%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PB (Prosperity Bancshares, Inc.) |
39.35%
Mar 1999 – Mar 2002 |
33.38%
Feb 2000 – Feb 2005 |
21.30%
Feb 2000 – Feb 2010 |
18.78%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart