Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPFI (South Plains Financial, Inc.) | 6.70% | 18.32% | 24.46% | 14.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPFI (South Plains Financial, Inc.) | 05/09/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 18.32 | 24.46 | 14.01 | NA | NA | NA | … | … | 6.70 | 13.56 | 22.25 | 7.42 | 0.68 | 48.68 | -8.32 | 18.25 |
| Sharpe Ratio | NA | 0.43 | 0.72 | 0.39 | NA | NA | NA | … | … | 0.44 | 0.39 | 0.55 | 0.13 | -0.03 | 1.64 | -0.12 | 1.14 |
| Standard Deviation(%) | NA | 27.25 | 29.65 | 28.26 | NA | NA | NA | … | … | 25.81 | 27.76 | 33.72 | 28.66 | 25.13 | 29.63 | 72.40 | 24.82 |
| Draw Down(%) | NA | 13.25 | 23.82 | 38.59 | NA | NA | NA | … | … | 12.19 | 16.24 | 15.99 | 32.73 | 23.51 | 15.85 | 46.50 | 13.50 |
| Yield(%) | 0.00 | 1.87 | 2.64 | 2.30 | 1.69 | 1.13 | 0.85 | … | … | 0.89 | 1.82 | 1.91 | 1.87 | 1.65 | 1.58 | 0.67 | 0.34 |
Data as of 06/04/2026, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPFI (South Plains Financial, Inc.) |
6.24%
Apr 2021 – Apr 2024 |
11.99%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPFI (South Plains Financial, Inc.) |
30.81%
Sep 2020 – Sep 2023 |
27.68%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart