Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) | -1.96% | -0.61% | 11.51% | 6.48% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUMB (Lumbee Guaranty Bank) | 11/25/2019 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | -0.61 | 11.51 | 6.48 | NA | NA | NA | … | … | -1.96 | 10.69 | 47.84 | -20.43 | -2.98 | 14.23 | -0.92 | 6.23 |
| Sharpe Ratio | NA | -0.20 | 0.10 | 0.11 | NA | NA | NA | … | … | -0.68 | 0.24 | 1.16 | -0.75 | -0.21 | 0.43 | -0.04 | 7.10 |
| Standard Deviation(%) | NA | 25.26 | 32.28 | 31.55 | NA | NA | NA | … | … | 15.76 | 33.08 | 38.27 | 32.49 | 21.23 | 33.09 | 31.61 | 12.32 |
| Draw Down(%) | NA | 13.50 | 25.27 | 37.93 | NA | NA | NA | … | … | 8.35 | 13.50 | 18.93 | 25.27 | 17.02 | 19.33 | 24.58 | 0.00 |
| Yield(%) | 1.64 | 2.93 | 3.36 | 2.90 | 1.98 | 1.32 | 0.99 | … | … | 1.64 | 2.70 | 3.67 | 2.66 | 2.28 | 2.38 | 2.00 | 1.47 |
Data as of 06/16/2026, Common starting date is 11/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) |
-4.64%
Jan 2021 – Jan 2024 |
4.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMB (Lumbee Guaranty Bank) |
15.22%
Aug 2022 – Aug 2025 |
11.48%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart