Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEBK (Peoples Bancorp of North Carolina, Inc.) | 17.95% | 56.96% | 35.57% | 14.16% | 13.32% | 17.75% | 10.02% | … | … |
Data as of 06/04/2026, Common starting date is 10/16/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBK (Peoples Bancorp of North Carolina, Inc.) | 10/16/1985 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 56.96 | 35.57 | 14.16 | 13.32 | 17.75 | 10.02 | … | … | 17.95 | 19.74 | 4.25 | -1.35 | 21.80 | 22.88 | -27.47 | 37.47 | -18.90 | 50.54 | 32.06 | 9.12 | 28.58 | 57.33 | 69.48 | 6.05 | 7.65 | -43.69 | -36.19 | 23.34 | 26.65 | 19.20 | 4.39 | 36.54 | 1.20 | 9.10 | 14.91 | -11.50 | -24.24 | 65.00 | 4.76 | -6.67 | 15.38 | 14.71 | 3.03 | -13.16 | -5.00 | 11.11 | 28.57 | -3.45 | -9.38 | 6.67 |
| Sharpe Ratio | NA | 1.75 | 1.19 | 0.45 | 0.31 | NA | NA | … | … | 2.10 | 0.48 | 0.02 | -0.15 | 1.14 | 0.82 | -0.33 | 1.31 | -0.70 | 1.45 | 1.66 | 0.44 | 1.30 | 2.57 | 2.00 | 0.11 | 0.14 | -0.60 | -0.51 | 0.44 | 0.94 | 0.55 | 0.16 | 1.51 | 0.00 | 0.17 | 0.23 | -0.41 | -0.61 | 1.31 | 0.03 | -0.29 | 0.39 | 0.38 | 0.01 | -0.62 | -0.38 | 0.14 | 0.47 | -0.13 | -0.25 | 1.88 |
| Standard Deviation(%) | NA | 29.27 | 30.28 | 27.20 | 37.83 | NA | NA | … | … | 21.86 | 35.47 | 26.57 | 33.04 | 17.94 | 27.95 | 83.02 | 27.56 | 29.14 | 34.62 | 19.22 | 20.61 | 21.93 | 22.29 | 34.99 | 52.61 | 52.60 | 73.49 | 71.97 | 46.53 | 24.71 | 30.72 | 21.55 | 23.68 | 24.35 | 40.16 | 45.77 | 36.01 | 45.71 | 46.42 | 33.93 | 36.83 | 31.59 | 32.64 | 37.86 | 27.23 | 27.47 | 37.01 | 50.10 | 60.67 | 54.47 | 16.75 |
| Draw Down(%) | NA | 12.94 | 25.20 | 49.58 | 56.44 | NA | NA | … | … | 7.33 | 19.91 | 25.20 | 49.58 | 15.34 | 21.21 | 56.44 | 11.35 | 34.88 | 17.70 | 7.22 | 10.42 | 9.04 | 11.57 | 15.60 | 38.70 | 41.52 | 52.85 | 51.36 | 24.51 | 19.08 | 21.30 | 9.52 | 9.41 | 24.61 | 32.92 | 23.84 | 32.56 | 31.27 | 14.29 | 12.00 | 17.78 | 17.65 | 12.82 | 13.89 | 14.29 | 9.76 | 7.69 | 9.68 | 18.75 | 21.62 | 5.88 |
| Yield(%) | 0.50 | 3.59 | 5.11 | 3.60 | 4.28 | 9.86 | 2.89 | … | … | 1.65 | 3.10 | 3.01 | 2.81 | 3.15 | 3.05 | 2.31 | 2.60 | 1.70 | 1.83 | 1.99 | 1.56 | 1.56 | 1.28 | 3.21 | 1.52 | 1.57 | 2.83 | 3.19 | 2.23 | 2.11 | 2.36 | 2.12 | 2.83 | 2.71 | 2.98 | 3.53 | 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 06/04/2026, Common starting date is 10/16/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBK (Peoples Bancorp of North Carolina, Inc.) |
-35.43%
Jun 2007 – Jun 2010 |
-15.55%
Aug 2006 – Aug 2011 |
-3.59%
Aug 2001 – Aug 2011 |
1.86%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBK (Peoples Bancorp of North Carolina, Inc.) |
57.03%
Aug 2011 – Aug 2014 |
37.84%
Aug 2011 – Aug 2016 |
25.22%
Dec 2009 – Dec 2019 |
17.87%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart