Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBIO (Texas Capital Bancshares, Inc.) | 6.22% | 8.02% | 12.91% | 1.69% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBIO (Texas Capital Bancshares, Inc.) | 03/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 8.02 | 12.91 | 1.69 | NA | NA | NA | … | … | 6.22 | 10.82 | 13.02 | 4.14 | -24.53 | 11.28 |
| Sharpe Ratio | NA | 0.39 | 0.45 | -0.03 | NA | NA | NA | … | … | 0.84 | 0.56 | 0.46 | 0.01 | -1.05 | 1.38 |
| Standard Deviation(%) | NA | 12.36 | 18.89 | 23.95 | NA | NA | NA | … | … | 10.97 | 14.34 | 20.63 | 38.87 | 24.70 | 10.82 |
| Draw Down(%) | NA | 9.06 | 18.70 | 39.84 | NA | NA | NA | … | … | 9.06 | 12.01 | 13.27 | 31.50 | 25.00 | 8.27 |
| Yield(%) | 0.00 | 7.03 | 8.09 | 5.38 | 2.98 | 1.99 | 1.49 | … | … | 3.54 | 7.17 | 7.71 | 7.53 | 5.37 | 4.26 |
Data as of 06/16/2026, Common starting date is 03/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBIO (Texas Capital Bancshares, Inc.) |
-6.81%
Jun 2021 – Jun 2024 |
2.11%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBIO (Texas Capital Bancshares, Inc.) |
13.13%
Mar 2023 – Mar 2026 |
3.20%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart