Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFBS (ServisFirst Bancshares, Inc.) | 10.01% | 8.30% | 24.50% | 3.67% | 13.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFBS (ServisFirst Bancshares, Inc.) | 05/15/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.30 | 24.50 | 3.67 | 13.36 | NA | NA | … | … | 10.01 | -13.87 | 28.85 | -1.20 | -17.87 | 113.23 | 9.19 | 20.37 | -22.21 | 11.42 | 58.72 | 45.18 | 18.93 |
| Sharpe Ratio | NA | 0.11 | 0.57 | 0.04 | 0.33 | NA | NA | … | … | 0.66 | -0.52 | 0.66 | -0.10 | -0.61 | 3.95 | 0.15 | 0.77 | -0.91 | 0.42 | 2.05 | 1.90 | 1.75 |
| Standard Deviation(%) | NA | 31.44 | 38.07 | 36.31 | 36.00 | NA | NA | … | … | 34.83 | 32.08 | 38.33 | 46.96 | 31.66 | 28.68 | 59.73 | 24.57 | 25.95 | 26.03 | 28.57 | 23.80 | 18.06 |
| Draw Down(%) | NA | 23.75 | 30.42 | 57.15 | 57.15 | NA | NA | … | … | 17.85 | 26.68 | 15.35 | 45.46 | 32.49 | 9.35 | 38.53 | 18.75 | 32.13 | 22.60 | 26.37 | 11.32 | 7.16 |
| Yield(%) | 0.00 | 1.94 | 3.00 | 1.62 | 3.13 | 3.99 | 2.99 | … | … | 1.06 | 1.60 | 1.37 | 1.67 | 1.12 | 2.07 | 1.93 | 1.94 | 1.16 | 0.53 | 0.83 | 0.71 | 0.36 |
Data as of 06/05/2026, Common starting date is 05/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBS (ServisFirst Bancshares, Inc.) |
-5.67%
Mar 2017 – Mar 2020 |
0.73%
May 2018 – May 2023 |
12.76%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBS (ServisFirst Bancshares, Inc.) |
43.61%
Mar 2019 – Mar 2022 |
26.23%
Sep 2016 – Sep 2021 |
21.30%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart