Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBTX (Veritex Holdings, Inc.) | 2.84% | 27.54% | 2.00% | 14.49% | 7.11% | NA | NA | 8.38% |
Data as of 07/11/2025, AR inception is 10/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBTX (Veritex Holdings, Inc.) | 10/10/2014 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 27.54 | 2.00 | 14.49 | 7.11 | NA | NA | 8.38 | 2.84 | 20.96 | -13.78 | -27.70 | 58.46 | -8.80 | 38.97 | -22.51 | 3.29 | 64.77 | 14.40 | -4.84 |
| Sharpe Ratio | NA | 0.94 | -0.06 | 0.32 | 0.16 | NA | NA | 0.17 | 0.11 | 0.42 | -0.36 | -0.85 | 1.80 | -0.12 | 1.52 | -0.82 | 0.12 | 2.19 | 0.47 | -0.43 |
| Standard Deviation(%) | NA | 36.03 | 40.39 | 38.87 | 39.21 | NA | NA | 38.97 | 34.37 | 34.29 | 50.75 | 34.33 | 32.53 | 73.91 | 24.64 | 29.21 | 22.76 | 29.48 | 30.37 | 46.86 |
| Draw Down(%) | NA | 33.06 | 54.53 | 64.15 | 66.38 | NA | NA | 66.38 | 24.37 | 21.01 | 48.26 | 37.18 | 17.08 | 63.09 | 20.20 | 37.39 | 17.20 | 24.18 | 11.30 | 21.78 |
| Yield(%) | 0.00 | 3.69 | 2.81 | 4.78 | 2.83 | 2.12 | 1.59 | 3.18 | 1.59 | 3.42 | 2.83 | 1.98 | 2.91 | 2.32 | 2.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 10/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBTX (Veritex Holdings, Inc.) |
-20.12%
Mar 2017 - Mar 2020 |
-8.73%
May 2018 - May 2023 |
6.79%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBTX (Veritex Holdings, Inc.) |
30.01%
May 2015 - May 2018 |
20.07%
Oct 2016 - Oct 2021 |
9.28%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart