Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNFPP (Pinnacle Financial Partners Inc) | 1.25% | 8.61% | 6.72% | 5.21% | NA | NA | NA | … | … |
Data as of 02/13/2026, Common starting date is 05/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNFPP (Pinnacle Financial Partners Inc) | 05/29/2020 | 02/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 8.61 | 6.72 | 5.21 | NA | NA | NA | … | … | 1.25 | 10.59 | 15.01 | -3.91 | -3.99 | 8.19 | 11.58 |
| Sharpe Ratio | NA | 0.54 | 0.15 | 0.14 | NA | NA | NA | … | … | 0.65 | 0.73 | 1.06 | -0.22 | -0.26 | 0.60 | 1.78 |
| Standard Deviation(%) | NA | 10.81 | 21.68 | 20.14 | NA | NA | NA | … | … | 12.52 | 10.57 | 10.78 | 34.49 | 20.60 | 13.70 | 11.32 |
| Draw Down(%) | NA | 5.62 | 21.80 | 24.73 | NA | NA | NA | … | … | 3.57 | 5.62 | 3.92 | 21.80 | 14.93 | 6.09 | 3.29 |
| Yield(%) | 0.00 | 6.76 | 6.65 | 5.90 | 3.63 | 2.42 | 1.81 | … | … | 1.69 | 6.82 | 7.43 | 6.59 | 5.92 | 6.13 | 3.30 |
Data as of 02/13/2026, Common starting date is 05/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNFPP (Pinnacle Financial Partners Inc) |
-0.64%
Jun 2021 – Jun 2024 |
4.89%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNFPP (Pinnacle Financial Partners Inc) |
8.65%
Oct 2022 – Oct 2025 |
6.52%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart