Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBK (Southern States Bancshares Inc) | NA | 34.66% | 18.52% | NA | NA | NA | NA | … | … |
Data as of 07/02/2025, Common starting date is 08/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBK (Southern States Bancshares Inc) | 08/12/2021 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.57 | 34.66 | 18.52 | NA | NA | NA | NA | … | … | 9.78 | 15.23 | 2.65 | 50.19 | -0.56 |
| Sharpe Ratio | NA | 0.82 | 0.50 | NA | NA | NA | NA | … | … | 0.49 | 0.22 | -0.06 | 2.18 | -0.09 |
| Standard Deviation(%) | NA | 38.18 | 32.38 | NA | NA | NA | NA | … | … | 35.73 | 39.57 | 26.68 | 22.48 | 16.08 |
| Draw Down(%) | NA | 18.51 | 34.67 | NA | NA | NA | NA | … | … | 14.51 | 20.25 | 34.67 | 10.78 | 4.28 |
| Yield(%) | 0.00 | 1.32 | 1.58 | 1.37 | 0.68 | 0.46 | 0.34 | … | … | 0.55 | 1.23 | 1.26 | 1.85 | 0.46 |
Data as of 07/02/2025, Common starting date is 08/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBK (Southern States Bancshares Inc) |
14.90%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBK (Southern States Bancshares Inc) |
25.76%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart