Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBI (Texas Capital Bancshares, Inc.) | 13.26% | 42.17% | 27.65% | 8.06% | 7.36% | 10.19% | 7.97% | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBI (Texas Capital Bancshares, Inc.) | 08/13/2003 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.82 | 42.17 | 27.65 | 8.06 | 7.36 | 10.19 | 7.97 | … | … | 13.26 | 19.95 | 20.08 | 7.16 | 0.10 | 1.26 | 4.81 | 11.12 | -42.53 | 13.39 | 60.58 | -8.41 | -12.65 | 38.78 | 46.42 | 43.44 | 52.87 | 4.49 | -26.79 | -8.20 | -11.17 | 3.52 | 49.31 | 20.77 |
| Sharpe Ratio | NA | 1.20 | 0.71 | 0.14 | 0.13 | NA | NA | … | … | 0.80 | 0.53 | 0.43 | 0.07 | -0.04 | 0.03 | 0.06 | 0.30 | -1.42 | 0.43 | 1.43 | -0.27 | -0.46 | 1.45 | 1.75 | 1.04 | 1.54 | 0.07 | -0.46 | -0.34 | -0.48 | 0.04 | 1.66 | 2.33 |
| Standard Deviation(%) | NA | 28.96 | 32.36 | 35.71 | 41.94 | NA | NA | … | … | 29.44 | 32.77 | 31.85 | 42.47 | 36.47 | 39.97 | 82.39 | 32.74 | 30.90 | 29.79 | 42.12 | 31.73 | 27.37 | 26.65 | 26.81 | 41.77 | 34.35 | 61.90 | 59.98 | 32.59 | 30.13 | 31.15 | 29.13 | 26.93 |
| Draw Down(%) | NA | 14.21 | 31.71 | 38.35 | 81.15 | NA | NA | … | … | 14.21 | 26.96 | 18.05 | 36.25 | 30.17 | 38.56 | 66.83 | 23.15 | 52.62 | 24.09 | 37.49 | 24.81 | 24.76 | 18.34 | 18.23 | 24.40 | 28.66 | 49.48 | 41.40 | 23.10 | 26.66 | 25.45 | 17.28 | 10.39 |
| Yield(%) | 0.20 | 0.28 | 0.14 | 0.06 | 0.04 | 0.28 | 0.23 | … | … | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBI (Texas Capital Bancshares, Inc.) |
-35.71%
Mar 2017 – Mar 2020 |
-14.22%
Mar 2015 – Mar 2020 |
-0.52%
Feb 2014 – Feb 2024 |
0.49%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBI (Texas Capital Bancshares, Inc.) |
51.53%
Feb 2009 – Feb 2012 |
45.24%
Feb 2009 – Feb 2014 |
20.37%
Feb 2009 – Feb 2019 |
13.74%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart