Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBSI (Southside Bancshares, Inc.) | 10.81% | 24.03% | 11.19% | -0.91% | 4.92% | 8.94% | 7.50% | … | … |
Data as of 06/04/2026, Common starting date is 05/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBSI (Southside Bancshares, Inc.) | 05/13/1998 | 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 (%) | -0.33 | 24.03 | 11.19 | -0.91 | 4.92 | 8.94 | 7.50 | … | … | 10.81 | 0.48 | 6.26 | -8.90 | -10.94 | 39.36 | -12.89 | 21.32 | -2.40 | -7.67 | 70.30 | -5.06 | 9.16 | 34.85 | 3.41 | 7.41 | 12.15 | -13.38 | 18.15 | -18.58 | 30.10 | -10.07 | 39.06 | 27.55 | 20.68 | 67.37 | -5.58 | -5.13 | -18.87 |
| Sharpe Ratio | NA | 0.75 | 0.28 | -0.13 | 0.12 | NA | NA | … | … | 1.01 | -0.10 | 0.08 | -0.38 | -0.51 | 1.45 | -0.25 | 0.97 | -0.16 | -0.36 | 2.38 | -0.18 | 0.32 | 1.79 | 0.15 | 0.23 | 0.44 | -0.25 | 0.27 | -0.49 | 0.93 | -0.47 | 1.23 | 1.00 | 0.68 | 2.27 | -0.20 | -0.21 | -0.63 |
| Standard Deviation(%) | NA | 24.05 | 28.93 | 28.14 | 29.76 | NA | NA | … | … | 24.20 | 24.60 | 31.97 | 32.96 | 24.52 | 27.18 | 51.55 | 20.42 | 23.30 | 23.43 | 29.45 | 28.14 | 28.64 | 19.44 | 22.34 | 32.57 | 27.61 | 54.61 | 63.06 | 44.11 | 28.97 | 26.18 | 30.86 | 26.74 | 28.73 | 29.23 | 48.26 | 40.23 | 49.55 |
| Draw Down(%) | NA | 15.77 | 27.26 | 39.25 | 39.25 | NA | NA | … | … | 11.13 | 18.22 | 20.58 | 34.83 | 26.03 | 19.00 | 34.47 | 11.54 | 19.09 | 15.17 | 18.40 | 17.69 | 21.92 | 9.30 | 11.93 | 19.96 | 19.22 | 40.97 | 38.36 | 26.86 | 13.75 | 23.51 | 13.22 | 18.79 | 17.24 | 11.11 | 28.49 | 27.46 | 34.81 |
| Yield(%) | 0.00 | 5.17 | 5.22 | 3.30 | 4.42 | 7.59 | 7.55 | … | … | 2.36 | 4.64 | 4.54 | 3.95 | 3.21 | 4.21 | 3.37 | 3.92 | 3.53 | 2.99 | 4.33 | 3.62 | 3.71 | 4.39 | 6.19 | 4.19 | 4.45 | 3.35 | 3.02 | 2.07 | 2.42 | 1.62 | 2.32 | 2.48 | 2.73 | 3.73 | 2.54 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSI (Southside Bancshares, Inc.) |
-10.92%
May 2021 – May 2024 |
-4.50%
Sep 2006 – Sep 2011 |
4.48%
Jun 2015 – Jun 2025 |
5.68%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSI (Southside Bancshares, Inc.) |
39.46%
Aug 2000 – Aug 2003 |
30.28%
Nov 1999 – Nov 2004 |
15.42%
Nov 2000 – Nov 2010 |
14.59%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart