Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBC (Southern Missouri Bancorp, Inc.) | 17.60% | 36.08% | 23.85% | 10.92% | 13.34% | 15.61% | 14.48% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBC (Southern Missouri Bancorp, Inc.) | 04/13/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 36.08 | 23.85 | 10.92 | 13.34 | 15.61 | 14.48 | … | … | 17.60 | 4.83 | 9.41 | 18.93 | -10.71 | 74.14 | -18.76 | 15.01 | -8.61 | 7.57 | 50.33 | 28.11 | 16.28 | 51.57 | 2.23 | 33.20 | 51.63 | 10.85 | -18.25 | -5.53 | 5.92 | -18.62 | 36.52 | 35.83 | 32.80 | 23.07 | 10.71 | -12.39 | -28.66 | 36.67 | 0.00 | 42.86 | 3.70 |
| Sharpe Ratio | NA | 1.16 | 0.70 | 0.28 | 0.32 | NA | NA | … | … | 1.93 | 0.07 | 0.15 | 0.42 | -0.45 | 2.79 | -0.27 | 0.52 | -0.45 | 0.29 | 2.28 | 0.97 | 0.62 | 1.46 | 0.07 | 0.68 | 1.64 | 0.24 | -0.32 | -0.39 | 0.07 | -0.73 | 1.51 | 1.61 | 1.44 | 1.02 | 0.23 | -0.44 | -0.87 | 1.03 | -0.14 | 1.24 | 0.05 |
| Standard Deviation(%) | NA | 25.78 | 32.20 | 31.21 | 34.94 | NA | NA | … | … | 24.12 | 28.31 | 37.42 | 36.36 | 27.39 | 26.57 | 69.56 | 26.18 | 22.17 | 24.15 | 22.02 | 28.86 | 26.32 | 35.36 | 30.85 | 48.54 | 31.39 | 44.50 | 59.61 | 22.29 | 37.96 | 28.45 | 23.58 | 21.75 | 22.00 | 20.62 | 28.13 | 35.80 | 36.87 | 31.93 | 26.73 | 31.40 | 35.56 |
| Draw Down(%) | NA | 17.68 | 29.18 | 48.51 | 49.12 | NA | NA | … | … | 6.60 | 22.83 | 24.57 | 37.49 | 26.78 | 22.05 | 47.96 | 17.32 | 19.97 | 15.42 | 7.99 | 9.25 | 11.28 | 11.64 | 17.73 | 23.08 | 12.44 | 26.14 | 35.53 | 12.17 | 17.87 | 27.14 | 8.22 | 7.19 | 10.69 | 7.30 | 16.26 | 27.87 | 37.10 | 10.14 | 12.90 | 14.29 | 29.70 |
| Yield(%) | 0.00 | 1.94 | 2.40 | 1.96 | 2.99 | 5.55 | 6.81 | … | … | 0.85 | 1.70 | 1.66 | 1.85 | 1.53 | 2.39 | 1.56 | 1.67 | 1.29 | 1.21 | 1.63 | 1.84 | 1.98 | 2.59 | 2.42 | 2.77 | 4.07 | 4.23 | 3.14 | 2.58 | 2.41 | 2.02 | 2.57 | 3.05 | 3.27 | 3.66 | 3.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/13/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBC (Southern Missouri Bancorp, Inc.) |
-13.53%
Feb 1998 – Feb 2001 |
-8.51%
May 2004 – May 2009 |
4.79%
Feb 1998 – Feb 2008 |
5.43%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBC (Southern Missouri Bancorp, Inc.) |
43.99%
May 2009 – May 2012 |
34.88%
May 2009 – May 2014 |
25.16%
Feb 2009 – Feb 2019 |
20.01%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart