Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMAL (Summit Bancshares Inc) | 2.36% | 26.54% | 21.38% | 11.86% | 13.83% | 14.54% | 7.53% | … | … |
Data as of 06/03/2026, Common starting date is 12/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMAL (Summit Bancshares Inc) | 12/01/1999 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 26.54 | 21.38 | 11.86 | 13.83 | 14.54 | 7.53 | … | … | 2.36 | 31.33 | 24.88 | 4.10 | 2.49 | 27.63 | -25.49 | -27.54 | 82.33 | 44.47 | 28.75 | 9.02 | 35.93 | 50.67 | 16.28 | -21.82 | 3.13 | -32.12 | -45.59 | 19.51 | 15.84 | -4.65 | 22.70 | 4.33 | -0.54 | 32.03 | 26.74 | 0.31 |
| Sharpe Ratio | NA | 1.63 | 0.91 | 0.50 | 0.50 | NA | NA | … | … | 0.69 | 1.38 | 0.84 | 0.03 | 0.08 | 1.36 | -1.03 | -1.68 | 2.03 | 1.71 | 0.86 | 0.71 | 1.18 | 1.86 | 0.76 | -0.99 | 0.11 | -0.63 | -0.71 | 0.99 | 0.71 | -0.34 | 0.95 | 0.25 | -0.05 | 0.45 | 0.87 | -0.01 |
| Standard Deviation(%) | NA | 14.69 | 19.98 | 18.50 | 24.58 | NA | NA | … | … | 4.89 | 20.72 | 25.30 | 16.56 | 13.69 | 20.32 | 24.87 | 17.32 | 40.14 | 25.76 | 32.99 | 12.71 | 30.49 | 27.16 | 21.41 | 22.07 | 26.75 | 50.76 | 65.83 | 16.61 | 17.49 | 20.08 | 22.89 | 14.55 | 33.23 | 66.82 | 25.75 | 1.08 |
| Draw Down(%) | NA | 4.06 | 16.78 | 16.78 | 60.24 | NA | NA | … | … | 1.79 | 16.78 | 12.95 | 12.00 | 9.88 | 7.84 | 47.88 | 30.16 | 10.62 | 15.14 | 21.50 | 5.66 | 12.39 | 8.84 | 10.21 | 33.16 | 19.40 | 40.60 | 45.59 | 10.47 | 10.20 | 13.92 | 7.81 | 6.56 | 17.06 | 29.23 | 13.52 | 0.00 |
| Yield(%) | 0.00 | 3.26 | 3.55 | 2.67 | 3.61 | 5.19 | 2.51 | … | … | 0.42 | 3.14 | 3.97 | 3.33 | 1.12 | 1.26 | 1.69 | 0.57 | 1.00 | 1.33 | 1.45 | 1.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.50 | 0.81 | 6.95 | 2.13 | 2.03 | 2.45 | 2.65 | 2.42 | 3.02 | 3.59 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAL (Summit Bancshares Inc) |
-28.41%
Feb 2007 – Feb 2010 |
-22.27%
Mar 2007 – Mar 2012 |
-7.34%
Jan 2002 – Jan 2012 |
2.55%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAL (Summit Bancshares Inc) |
50.24%
Dec 2015 – Dec 2018 |
40.05%
Nov 2013 – Nov 2018 |
22.50%
Feb 2009 – Feb 2019 |
15.15%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart