Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USCB (USCB Financial Holdings, Inc.) | 2.26% | 18.04% | 27.10% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCB (USCB Financial Holdings, Inc.) | 07/26/2021 | 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 (%) | 0.27 | 18.04 | 27.10 | NA | NA | NA | NA | … | … | 2.26 | 6.13 | 47.03 | 0.41 | -12.89 | 31.38 |
| Sharpe Ratio | NA | 0.39 | 0.61 | NA | NA | NA | NA | … | … | 0.08 | 0.10 | 1.13 | -0.08 | -0.42 | 1.77 |
| Standard Deviation(%) | NA | 28.98 | 36.23 | NA | NA | NA | NA | … | … | 29.04 | 32.60 | 38.49 | 38.76 | 34.24 | 48.41 |
| Draw Down(%) | NA | 13.61 | 23.22 | NA | NA | NA | NA | … | … | 13.61 | 20.22 | 17.66 | 30.29 | 28.47 | 17.25 |
| Yield(%) | 0.00 | 2.79 | 2.98 | 1.59 | 0.80 | 0.53 | 0.40 | … | … | 1.37 | 2.29 | 1.64 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCB (USCB Financial Holdings, Inc.) |
4.88%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| USCB (USCB Financial Holdings, Inc.) |
26.01%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart