Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYCB (Taylor Calvin B Bksh) | 0.46% | 2.73% | 12.06% | 12.50% | 10.36% | 7.80% | 5.34% | … | … |
Data as of 01/30/2026, Common starting date is 05/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYCB (Taylor Calvin B Bksh) | 05/17/2000 | 01/30/2026 |
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.26 | 2.73 | 12.06 | 12.50 | 10.36 | 7.80 | 5.34 | … | … | 0.46 | 14.17 | 12.38 | 8.27 | 17.33 | 8.45 | 1.89 | 9.70 | -0.68 | 29.81 | -2.52 | 19.34 | 6.10 | 0.07 | 21.15 | -14.16 | -13.05 | -8.69 | -1.92 | 11.69 | 0.03 | 5.38 | 0.47 | -1.06 | -1.35 | 8.54 | 67.05 |
| Sharpe Ratio | NA | 0.27 | 0.30 | 0.33 | 0.32 | NA | NA | … | … | 0.09 | 0.27 | 0.28 | 0.20 | 0.64 | 0.21 | 0.08 | 0.42 | -0.09 | 0.89 | -0.17 | 1.17 | 0.62 | 0.00 | 0.91 | -0.35 | -0.31 | -0.25 | -0.13 | 0.29 | -0.19 | 0.19 | -0.02 | -0.09 | -0.07 | 0.59 | 1.34 |
| Standard Deviation(%) | NA | 43.50 | 27.96 | 30.31 | 26.82 | NA | NA | … | … | 33.99 | 42.98 | 21.30 | 20.20 | 25.14 | 41.04 | 21.63 | 19.71 | 23.36 | 33.01 | 16.13 | 16.50 | 9.87 | 16.38 | 23.36 | 40.13 | 42.76 | 34.73 | 22.45 | 30.26 | 16.83 | 16.94 | 23.85 | 19.68 | 33.13 | 10.66 | 92.24 |
| Draw Down(%) | NA | 21.65 | 21.65 | 21.65 | 23.73 | NA | NA | … | … | 8.11 | 21.65 | 12.00 | 9.59 | 9.46 | 15.95 | 17.33 | 9.18 | 15.95 | 17.57 | 10.34 | 7.63 | 4.72 | 14.47 | 11.11 | 29.31 | 27.78 | 14.67 | 13.34 | 15.00 | 7.69 | 4.58 | 9.62 | 11.88 | 13.64 | 4.76 | 24.44 |
| Yield(%) | 0.00 | 1.37 | 2.82 | 3.41 | 4.09 | 3.68 | 2.91 | … | … | 0.00 | 1.54 | 3.18 | 3.44 | 3.41 | 3.30 | 3.91 | 2.27 | 3.54 | 3.53 | 3.48 | 3.76 | 3.80 | 3.62 | 4.18 | 3.41 | 2.84 | 2.40 | 5.51 | 2.24 | 5.55 | 1.92 | 1.76 | 1.58 | 2.53 | 1.01 | 0.00 |
Data as of 01/30/2026, Common starting date is 05/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYCB (Taylor Calvin B Bksh) |
-12.55%
Aug 2008 – Aug 2011 |
-6.89%
Aug 2006 – Aug 2011 |
-2.56%
Dec 2001 – Dec 2011 |
-0.48%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYCB (Taylor Calvin B Bksh) |
20.31%
Jun 2000 – Jun 2003 |
16.58%
Aug 2020 – Aug 2025 |
12.37%
Feb 2015 – Feb 2025 |
8.34%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart