Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFNC (Simmons First National Corporation) | 15.59% | 21.34% | 12.63% | -3.35% | 2.14% | 6.84% | 5.64% | … | … |
Data as of 06/04/2026, Common starting date is 03/14/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFNC (Simmons First National Corporation) | 03/14/1985 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 21.34 | 12.63 | -3.35 | 2.14 | 6.84 | 5.64 | … | … | 15.59 | -9.43 | 16.70 | -3.96 | -24.62 | 40.32 | -16.10 | 13.89 | -13.74 | -6.44 | 23.33 | 28.87 | 11.85 | 50.99 | -3.62 | -1.64 | 5.38 | -2.91 | 14.10 | -13.27 | 16.03 | -2.07 | 7.31 | 54.04 | 17.13 | 46.76 | -6.30 | -32.66 | -11.61 | 55.56 | 32.79 | 32.61 | -16.36 | 22.22 | 74.76 | 25.61 | 17.14 | 6.06 | 22.22 | -8.47 | -22.37 | -38.71 |
| Sharpe Ratio | NA | 0.60 | 0.32 | -0.18 | 0.01 | NA | NA | … | … | 1.30 | -0.46 | 0.43 | -0.20 | -0.95 | 1.23 | -0.26 | 0.47 | -0.58 | -0.30 | 0.83 | 1.13 | 0.53 | 2.47 | -0.17 | -0.04 | 0.21 | -0.06 | 0.19 | -0.35 | 0.38 | -0.11 | 0.18 | 1.21 | 0.52 | 1.56 | -0.23 | -0.96 | -0.44 | 1.73 | 1.53 | 1.00 | -0.65 | 0.42 | 1.99 | 1.97 | 1.16 | 0.04 | 1.88 | -0.62 | -1.48 | -0.65 |
| Standard Deviation(%) | NA | 26.48 | 30.37 | 31.00 | 33.92 | NA | NA | … | … | 29.65 | 27.11 | 30.72 | 38.52 | 27.63 | 32.85 | 62.03 | 26.20 | 26.08 | 23.92 | 27.69 | 25.45 | 22.39 | 20.62 | 21.42 | 42.34 | 25.50 | 51.22 | 70.00 | 47.11 | 33.20 | 38.90 | 34.80 | 43.93 | 30.45 | 29.03 | 44.83 | 37.61 | 33.97 | 29.82 | 18.92 | 28.60 | 30.02 | 47.82 | 36.02 | 10.99 | 9.97 | 2.92 | 9.20 | 20.42 | 17.98 | 78.35 |
| Draw Down(%) | NA | 17.58 | 30.55 | 53.40 | 54.17 | NA | NA | … | … | 13.97 | 24.57 | 19.07 | 38.04 | 36.45 | 18.92 | 45.39 | 17.87 | 30.79 | 19.79 | 22.99 | 12.61 | 11.46 | 14.42 | 19.03 | 34.13 | 15.95 | 31.08 | 34.22 | 28.65 | 16.87 | 25.62 | 23.13 | 12.58 | 20.40 | 15.85 | 33.43 | 43.21 | 36.85 | 7.59 | 5.45 | 7.22 | 22.41 | 13.00 | 12.50 | 2.17 | 3.80 | 0.00 | 3.03 | 20.31 | 24.36 | 53.23 |
| Yield(%) | 0.00 | 4.60 | 4.86 | 2.59 | 2.92 | 4.85 | 4.24 | … | … | 1.14 | 3.93 | 4.25 | 3.71 | 2.52 | 3.33 | 2.53 | 2.62 | 2.10 | 1.60 | 1.92 | 2.27 | 2.42 | 3.22 | 2.83 | 2.54 | 2.73 | 2.62 | 2.98 | 2.34 | 2.36 | 2.17 | 2.07 | 2.89 | 3.01 | 3.96 | 3.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/14/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFNC (Simmons First National Corporation) |
-24.20%
Apr 1985 – Apr 1988 |
-10.03%
May 2018 – May 2023 |
-1.37%
Nov 2015 – Nov 2025 |
2.19%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFNC (Simmons First National Corporation) |
44.28%
Nov 2000 – Nov 2003 |
29.94%
Mar 1988 – Mar 1993 |
22.28%
Feb 1988 – Feb 1998 |
15.74%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart