Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVBT (SVB & T Corp) | 14.25% | 60.36% | 23.83% | -16.31% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVBT (SVB & T Corp) | 06/08/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 60.36 | 23.83 | -16.31 | NA | NA | NA | … | … | 14.25 | 42.46 | 9.40 | -15.05 | -76.19 | 39.38 | -7.84 | 2.41 | 18.47 |
| Sharpe Ratio | NA | 4.15 | 1.48 | -0.38 | NA | NA | NA | … | … | 2.54 | 3.56 | 0.37 | -0.64 | -0.74 | 2.14 | -0.42 | 0.08 | 2.83 |
| Standard Deviation(%) | NA | 13.73 | 13.50 | 49.68 | NA | NA | NA | … | … | 14.19 | 11.15 | 15.75 | 29.62 | 105.50 | 18.44 | 19.22 | 11.52 | 11.98 |
| Draw Down(%) | NA | 3.10 | 9.03 | 83.16 | NA | NA | NA | … | … | 3.10 | 2.16 | 9.03 | 28.16 | 77.64 | 5.19 | 26.08 | 4.04 | 3.65 |
| Yield(%) | 0.00 | 2.27 | 1.92 | 0.83 | 1.10 | 0.73 | 0.55 | … | … | 0.47 | 2.18 | 1.03 | 1.54 | 0.64 | 1.38 | 1.95 | 1.27 | 1.41 |
Data as of 06/03/2026, Common starting date is 06/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBT (SVB & T Corp) |
-39.79%
Aug 2021 – Aug 2024 |
-24.65%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBT (SVB & T Corp) |
23.83%
May 2023 – May 2026 |
-14.88%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart