Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBTX (Veritex Holdings Inc) | NA | 12.08% | 5.24% | 12.00% | 8.79% | NA | NA | … | … |
Data as of 10/17/2025, Common starting date is 10/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBTX (Veritex Holdings Inc) | 10/10/2014 | 10/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 12.08 | 5.24 | 12.00 | 8.79 | NA | NA | … | … | 14.88 | 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 | 0.24 | 0.04 | 0.25 | 0.18 | NA | NA | … | … | 0.43 | 0.51 | -0.35 | -0.85 | 1.80 | -0.12 | 1.52 | -0.82 | 0.12 | 2.19 | 0.47 | -0.43 |
| Standard Deviation(%) | NA | 38.12 | 41.16 | 38.81 | 39.46 | NA | NA | … | … | 37.35 | 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 | 53.50 | 64.15 | 66.38 | NA | NA | … | … | 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 | 3.78 | 3.05 | 4.14 | 3.24 | 2.32 | 1.74 | … | … | 3.26 | 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 10/17/2025, Common starting date 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 |
10.41%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart