Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFST (Southern First Bancshares, Inc.) | 13.45% | 65.86% | 32.58% | 1.51% | 8.54% | 16.36% | 9.70% | … | … |
Data as of 06/04/2026, Common starting date is 10/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFST (Southern First Bancshares, Inc.) | 10/29/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 65.86 | 32.58 | 1.51 | 8.54 | 16.36 | 9.70 | … | … | 13.45 | 32.86 | 6.93 | -18.91 | -26.79 | 76.78 | -16.80 | 32.49 | -22.25 | 14.58 | 58.59 | 33.37 | 28.16 | 57.08 | 43.08 | 5.43 | 13.03 | -28.26 | -32.85 | -36.19 | -4.58 | 23.50 | 8.94 | 110.12 | 13.22 | 27.89 | -6.58 | -8.43 |
| Sharpe Ratio | NA | 1.71 | 0.85 | -0.03 | 0.17 | NA | NA | … | … | 0.90 | 0.90 | 0.01 | -0.57 | -1.09 | 2.43 | -0.21 | 1.26 | -1.10 | 0.61 | 2.01 | 1.00 | 1.08 | 1.86 | 0.92 | 0.11 | 0.27 | -0.34 | -0.46 | -1.28 | -0.29 | 0.71 | 0.23 | 2.85 | 0.19 | 0.65 | -0.17 | -1.31 |
| Standard Deviation(%) | NA | 32.03 | 35.34 | 34.21 | 38.79 | NA | NA | … | … | 33.18 | 33.94 | 37.28 | 40.71 | 26.04 | 31.62 | 80.98 | 24.64 | 21.36 | 23.06 | 28.85 | 33.40 | 25.97 | 30.63 | 47.44 | 49.63 | 48.38 | 83.70 | 72.41 | 30.65 | 27.20 | 29.97 | 34.91 | 38.39 | 63.43 | 39.79 | 62.85 | 33.57 |
| Draw Down(%) | NA | 16.08 | 33.61 | 67.19 | 67.19 | NA | NA | … | … | 16.08 | 22.99 | 33.61 | 53.38 | 36.24 | 15.20 | 49.34 | 19.13 | 37.41 | 14.65 | 10.99 | 10.74 | 6.85 | 8.70 | 11.89 | 41.90 | 34.14 | 48.37 | 47.81 | 38.96 | 20.03 | 11.47 | 24.44 | 13.95 | 43.06 | 15.00 | 33.33 | 9.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.95 | 1.97 | … | … | 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 | 12.37 | 14.26 | 19.95 | 0.00 | 0.00 | 0.00 | 0.00 | 17.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFST (Southern First Bancshares, Inc.) |
-33.02%
Nov 2006 – Nov 2009 |
-17.14%
Apr 2004 – Apr 2009 |
-0.52%
Jul 2000 – Jul 2010 |
6.84%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFST (Southern First Bancshares, Inc.) |
52.25%
Jul 2010 – Jul 2013 |
45.86%
Dec 2011 – Dec 2016 |
27.62%
Dec 2011 – Dec 2021 |
18.58%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart