Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBS (Southern Community Bancshares Inc) | NA | 90.32% | 31.68% | 31.82% | 15.89% | NA | NA | … | … |
Data as of 10/08/2025, Common starting date is 10/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBS (Southern Community Bancshares Inc) | 10/17/2012 | 10/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 90.32 | 31.68 | 31.82 | 15.89 | NA | NA | … | … | 75.68 | 35.19 | -12.66 | 27.74 | 32.55 | 2.00 | 15.21 | -8.63 | 11.76 | 0.00 | 10.39 | 2.67 | 15.38 | 0.00 |
| Sharpe Ratio | NA | 1.16 | 0.77 | 0.72 | 0.50 | NA | NA | … | … | 1.02 | 2.50 | -1.47 | 1.02 | 0.75 | 0.09 | 0.64 | -1.75 | 1.61 | 0.00 | 0.91 | 0.12 | 0.63 | 0.00 |
| Standard Deviation(%) | NA | 62.75 | 34.84 | 40.90 | 28.84 | NA | NA | … | … | 62.75 | 21.32 | 11.22 | 18.56 | 72.41 | 20.44 | 21.56 | 5.74 | 6.92 | NA | 11.35 | 21.94 | 24.48 | NA |
| Draw Down(%) | NA | 7.69 | 14.47 | 28.89 | 28.89 | NA | NA | … | … | 7.69 | 2.07 | 13.22 | 8.87 | 28.89 | 17.50 | 7.72 | 8.63 | 0.00 | 0.00 | 5.09 | 12.50 | 15.57 | 0.00 |
| Yield(%) | 0.00 | 1.04 | 1.52 | 2.05 | 1.35 | 1.26 | 0.95 | … | … | 1.04 | 0.65 | 2.14 | 1.78 | 0.24 | 0.30 | 0.46 | 0.42 | 0.47 | 0.47 | 0.52 | 0.53 | 0.62 | 0.15 |
Data as of 10/08/2025, Common starting date is 10/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBS (Southern Community Bancshares Inc) |
-1.80%
Feb 2016 – Feb 2019 |
-0.61%
Sep 2014 – Sep 2019 |
6.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBS (Southern Community Bancshares Inc) |
39.59%
Jun 2022 – Jun 2025 |
33.92%
Jul 2020 – Jul 2025 |
17.23%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart