Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLRK (Solera National Bancorp Inc) | 35.78% | 124.72% | 26.63% | 8.26% | 12.79% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLRK (Solera National Bancorp Inc) | 04/18/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 124.72 | 26.63 | 8.26 | 12.79 | NA | NA | … | … | 35.78 | 48.63 | -4.71 | -15.13 | -1.71 | 6.36 | -4.76 | 30.11 | 7.88 | 11.49 | 36.78 | 20.22 | -23.08 | 9.14 | 30.41 |
| Sharpe Ratio | NA | 3.92 | 0.75 | 0.20 | 0.41 | NA | NA | … | … | 3.75 | 1.55 | -0.40 | -0.54 | -0.10 | 0.35 | -0.12 | 1.55 | 0.38 | 0.78 | 1.94 | 1.04 | -1.26 | 0.31 | 1.67 |
| Standard Deviation(%) | NA | 31.03 | 29.75 | 29.49 | 26.88 | NA | NA | … | … | 27.29 | 30.14 | 28.56 | 36.06 | 29.77 | 18.14 | 41.44 | 18.64 | 17.21 | 13.98 | 18.75 | 19.41 | 18.28 | 29.46 | 27.71 |
| Draw Down(%) | NA | 7.72 | 36.69 | 38.29 | 40.29 | NA | NA | … | … | 6.10 | 14.71 | 20.95 | 27.61 | 25.20 | 19.06 | 28.10 | 7.89 | 16.04 | 5.61 | 11.28 | 7.52 | 28.23 | 32.76 | 12.12 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRK (Solera National Bancorp Inc) |
-14.16%
Jun 2021 – Jun 2024 |
-5.84%
Jun 2019 – Jun 2024 |
3.20%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRK (Solera National Bancorp Inc) |
29.82%
Feb 2016 – Feb 2019 |
21.55%
Jan 2015 – Jan 2020 |
13.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart