Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) | 5.44% | 16.55% | -0.05% | NA | NA | NA | NA | 2.43% |
Data as of 07/15/2025, AR inception is 07/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) | 07/20/2021 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.04 | 16.55 | -0.05 | NA | NA | NA | NA | 2.43 | 5.44 | 9.21 | -7.09 | -0.97 | 1.44 |
| Sharpe Ratio | NA | 0.89 | -0.06 | NA | NA | NA | NA | -0.01 | 0.53 | 0.28 | -0.26 | -0.09 | 0.11 |
| Standard Deviation(%) | NA | 18.15 | 28.79 | NA | NA | NA | NA | 29.57 | 22.40 | 20.07 | 42.01 | 26.53 | 28.13 |
| Draw Down(%) | NA | 10.44 | 40.37 | NA | NA | NA | NA | 48.31 | 10.44 | 12.93 | 38.03 | 20.85 | 16.81 |
| Yield(%) | 0.00 | 1.15 | 0.71 | 0.46 | 0.23 | 0.15 | 0.11 | 0.76 | 0.52 | 1.13 | 0.73 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 07/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) |
-4.79%
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 |
|---|---|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) |
0.33%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart