Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBC (TC Bancshares Inc) | NA | 25.19% | 13.63% | NA | NA | NA | NA | … | … |
Data as of 12/02/2025, Common starting date is 07/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBC (TC Bancshares Inc) | 07/22/2021 | 12/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 25.19 | 13.63 | NA | NA | NA | NA | … | … | 28.51 | 23.64 | -6.99 | 12.41 | 10.33 |
| Sharpe Ratio | NA | 0.93 | 0.40 | NA | NA | NA | NA | … | … | 1.21 | 0.90 | -0.36 | 0.53 | 1.34 |
| Standard Deviation(%) | NA | 23.85 | 25.24 | NA | NA | NA | NA | … | … | 23.59 | 22.22 | 30.00 | 20.65 | 18.30 |
| Draw Down(%) | NA | 14.18 | 24.89 | NA | NA | NA | NA | … | … | 14.18 | 8.27 | 24.89 | 16.38 | 5.87 |
| Yield(%) | 0.00 | 0.57 | 0.66 | 0.58 | 0.29 | 0.19 | 0.14 | … | … | 0.58 | 0.72 | 0.34 | 0.75 | 0.00 |
Data as of 12/02/2025, Common starting date is 07/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBC (TC Bancshares Inc) |
3.90%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| TCBC (TC Bancshares Inc) |
14.22%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart