Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTBI (Community Trust Bancorp Inc) | 22.99% | 40.91% | 27.12% | 15.81% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTBI (Community Trust Bancorp Inc) | 09/03/2020 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 40.91 | 27.12 | 15.81 | NA | NA | NA | … | … | 22.99 | 12.99 | 25.91 | -0.02 | 9.56 | 22.07 | 18.11 |
| Sharpe Ratio | NA | 1.48 | 0.92 | 0.48 | NA | NA | NA | … | … | 2.46 | 0.41 | 0.71 | -0.13 | 0.42 | 0.92 | 1.69 |
| Standard Deviation(%) | NA | 26.22 | 27.47 | 25.97 | NA | NA | NA | … | … | 27.79 | 25.30 | 31.18 | 27.90 | 19.68 | 23.86 | 39.58 |
| Draw Down(%) | NA | 12.48 | 23.74 | 29.22 | NA | NA | NA | … | … | 11.05 | 19.01 | 12.83 | 28.43 | 12.97 | 16.67 | 12.70 |
| Yield(%) | 0.76 | 4.22 | 5.20 | 4.60 | 3.35 | 2.23 | 1.67 | … | … | 1.88 | 3.85 | 4.23 | 3.87 | 3.79 | 4.28 | 2.40 |
Data as of 06/18/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTBI (Community Trust Bancorp Inc) |
2.23%
Apr 2021 – Apr 2024 |
10.99%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTBI (Community Trust Bancorp Inc) |
30.82%
May 2023 – May 2026 |
15.61%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart