Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNV-PE (Synovus Financial Corp) | 0.00% | 6.93% | 13.57% | 6.29% | NA | NA | NA | … | … |
Data as of 01/02/2026, Common starting date is 06/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNV-PE (Synovus Financial Corp) | 06/27/2019 | 01/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 6.93 | 13.57 | 6.29 | NA | NA | NA | … | … | 0.00 | 7.16 | 19.18 | 15.51 | -14.49 | 6.30 | 7.73 | 8.12 |
| Sharpe Ratio | NA | 0.52 | 0.38 | 0.17 | NA | NA | NA | … | … | NA | 0.55 | 2.09 | 0.25 | -1.00 | 0.65 | 0.08 | 2.00 |
| Standard Deviation(%) | NA | 7.84 | 28.21 | 23.38 | NA | NA | NA | … | … | 0.00 | 7.92 | 7.46 | 47.79 | 15.91 | 9.62 | 93.48 | 7.61 |
| Draw Down(%) | NA | 5.16 | 34.79 | 37.55 | NA | NA | NA | … | … | 0.00 | 5.16 | 2.69 | 34.79 | 16.58 | 6.58 | 63.38 | 3.35 |
| Yield(%) | 0.00 | 8.01 | 8.08 | 6.21 | 4.24 | 2.83 | 2.12 | … | … | 0.00 | 8.01 | 7.59 | 6.66 | 5.43 | 5.50 | 6.50 | 2.91 |
Data as of 01/02/2026, Common starting date is 06/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNV-PE (Synovus Financial Corp) |
-0.70%
Dec 2019 – Dec 2022 |
5.69%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNV-PE (Synovus Financial Corp) |
14.12%
Dec 2022 – Dec 2025 |
11.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart