Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNBI (Pioneer Bankshares Inc) | 45.36% | 69.09% | 33.57% | 12.70% | 9.57% | 10.06% | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNBI (Pioneer Bankshares Inc) | 05/09/2007 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.31 | 69.09 | 33.57 | 12.70 | 9.57 | 10.06 | NA | … | … | 45.36 | 19.33 | 26.64 | -11.01 | -8.38 | 31.13 | -17.53 | 2.62 | 5.09 | 23.65 | 3.23 | 17.97 | 11.27 | 4.64 | 41.53 | -18.37 | 20.10 | -9.43 | -29.79 | 14.93 |
| Sharpe Ratio | NA | 2.92 | 1.28 | 0.29 | 0.27 | NA | NA | … | … | 6.14 | 0.80 | 0.99 | -0.22 | -1.09 | 1.24 | -0.69 | 0.09 | 0.20 | 0.95 | 0.18 | 1.19 | 0.62 | 0.30 | 1.70 | -0.73 | 0.54 | -0.31 | -0.74 | 1.08 |
| Standard Deviation(%) | NA | 22.77 | 23.70 | 34.75 | 28.96 | NA | NA | … | … | 20.81 | 21.08 | 23.29 | 66.75 | 8.50 | 27.02 | 25.82 | 12.45 | 18.22 | 24.28 | 16.88 | 15.05 | 18.27 | 15.48 | 24.56 | 25.36 | 37.29 | 30.46 | 41.26 | 19.46 |
| Draw Down(%) | NA | 9.14 | 15.46 | 38.34 | 38.34 | NA | NA | … | … | 4.39 | 8.36 | 15.46 | 32.20 | 11.79 | 10.81 | 25.44 | 8.84 | 11.00 | 11.06 | 9.38 | 7.37 | 12.13 | 10.84 | 19.00 | 23.90 | 16.41 | 21.81 | 37.26 | 6.98 |
| Yield(%) | 0.00 | 4.18 | 4.73 | 3.24 | 3.63 | 4.75 | 3.13 | … | … | 0.88 | 3.93 | 3.41 | 3.81 | 3.23 | 3.13 | 3.19 | 3.14 | 2.99 | 3.33 | 3.17 | 3.45 | 3.49 | 3.35 | 4.32 | 3.29 | 3.74 | 3.21 | 2.28 | 1.83 |
Data as of 06/12/2026, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNBI (Pioneer Bankshares Inc) |
-15.82%
Oct 2007 – Oct 2010 |
-7.14%
Jul 2007 – Jul 2012 |
2.59%
Jun 2013 – Jun 2023 |
2.71%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNBI (Pioneer Bankshares Inc) |
28.00%
May 2023 – May 2026 |
15.95%
Jul 2012 – Jul 2017 |
11.75%
Sep 2011 – Sep 2021 |
9.83%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart