Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBI (Summit State Bank) | 15.13% | 35.94% | -3.07% | 0.18% | 3.47% | 9.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBI (Summit State Bank) | 07/17/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 35.94 | -3.07 | 0.18 | 3.47 | 9.01 | NA | … | … | 15.13 | 43.14 | -35.91 | -19.64 | 5.22 | 30.20 | 7.51 | 13.41 | -3.26 | -13.01 | 12.90 | 2.71 | 37.03 | 62.53 | 37.15 | -21.38 | 35.24 | 28.50 | -39.73 | -34.81 | -13.84 |
| Sharpe Ratio | NA | 1.36 | -0.12 | -0.06 | 0.05 | NA | NA | … | … | 1.92 | 1.07 | -0.81 | -0.59 | 0.16 | 0.85 | 0.13 | 0.47 | -0.14 | -0.42 | 0.85 | 0.13 | 1.49 | 2.12 | 1.05 | -0.63 | 0.74 | 0.36 | -0.62 | -1.52 | -1.42 |
| Standard Deviation(%) | NA | 26.10 | 44.03 | 39.07 | 37.75 | NA | NA | … | … | 22.60 | 41.62 | 52.17 | 41.13 | 24.02 | 35.68 | 57.11 | 25.66 | 32.21 | 32.59 | 14.85 | 20.90 | 24.91 | 29.45 | 35.57 | 33.73 | 47.75 | 78.58 | 65.50 | 25.00 | 21.88 |
| Draw Down(%) | NA | 15.59 | 64.37 | 64.37 | 64.37 | NA | NA | … | … | 7.85 | 21.53 | 48.56 | 33.62 | 17.46 | 22.36 | 49.42 | 13.32 | 30.10 | 30.29 | 6.32 | 9.15 | 8.71 | 12.53 | 11.32 | 26.48 | 19.96 | 42.85 | 53.32 | 39.40 | 15.79 |
| Yield(%) | 0.00 | 0.00 | 1.13 | 1.82 | 3.24 | 6.67 | 2.82 | … | … | 0.00 | 0.00 | 2.35 | 3.05 | 3.16 | 3.66 | 2.81 | 3.05 | 3.75 | 3.79 | 3.47 | 3.46 | 4.19 | 5.89 | 6.69 | 5.38 | 6.91 | 9.39 | 4.44 | 2.82 | 1.20 |
Data as of 06/05/2026, Common starting date is 07/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBI (Summit State Bank) |
-25.95%
Nov 2006 – Nov 2009 |
-12.15%
Sep 2006 – Sep 2011 |
-2.15%
Oct 2014 – Oct 2024 |
5.11%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBI (Summit State Bank) |
45.09%
Dec 2011 – Dec 2014 |
30.17%
Nov 2009 – Nov 2014 |
18.78%
Sep 2011 – Sep 2021 |
12.26%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart