Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOUB (SouthPoint Bancshares Inc) | -1.73% | -36.89% | -19.92% | -15.42% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUB (SouthPoint Bancshares Inc) | 06/12/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | -36.89 | -19.92 | -15.42 | NA | NA | NA | … | … | -1.73 | -59.31 | 31.53 | -7.53 | -11.91 | 63.93 | 1.67 | 20.00 |
| Sharpe Ratio | NA | -1.15 | -0.89 | -0.77 | NA | NA | NA | … | … | -0.20 | -2.27 | 1.17 | -0.54 | -0.91 | 2.44 | 0.03 | 2.02 |
| Standard Deviation(%) | NA | 34.08 | 26.48 | 23.55 | NA | NA | NA | … | … | 40.18 | 27.65 | 21.63 | 22.18 | 14.67 | 26.20 | 54.36 | 18.60 |
| Draw Down(%) | NA | 44.17 | 65.01 | 65.01 | NA | NA | NA | … | … | 28.32 | 64.26 | 13.64 | 25.00 | 17.19 | 10.00 | 33.33 | 7.57 |
| 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 |
Data as of 06/03/2026, Common starting date is 06/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUB (SouthPoint Bancshares Inc) |
-25.78%
Feb 2023 – Feb 2026 |
-15.53%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUB (SouthPoint Bancshares Inc) |
23.47%
Mar 2020 – Mar 2023 |
15.05%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart