Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) | -6.29% | 6.71% | 13.92% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBS (Texas Community Bancshares, Inc.) | 07/20/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 6.71 | 13.92 | NA | NA | NA | NA | … | … | -6.29 | 19.31 | 9.21 | -7.09 | -0.97 | 1.44 |
| Sharpe Ratio | NA | 0.18 | 0.43 | NA | NA | NA | NA | … | … | -0.54 | 0.78 | 0.28 | -0.26 | -0.09 | 0.11 |
| Standard Deviation(%) | NA | 25.83 | 23.48 | NA | NA | NA | NA | … | … | 32.95 | 21.27 | 20.07 | 42.01 | 26.53 | 28.13 |
| Draw Down(%) | NA | 11.79 | 12.93 | NA | NA | NA | NA | … | … | 11.79 | 10.44 | 12.93 | 38.03 | 20.85 | 16.81 |
| Yield(%) | 0.36 | 1.69 | 1.59 | 0.76 | 0.38 | 0.25 | 0.19 | … | … | 0.61 | 1.30 | 1.13 | 0.73 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date 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.) |
18.42%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart