Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFBX (Peoples Financial Corp) | 4.37% | 10.40% | 24.12% | 6.74% | 8.90% | 3.76% | 1.30% | … | … |
Data as of 06/05/2026, Common starting date is 07/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFBX (Peoples Financial Corp) | 07/19/1999 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.40 | 24.12 | 6.74 | 8.90 | 3.76 | 1.30 | … | … | 4.37 | 8.87 | 12.05 | 14.48 | -12.42 | 24.06 | 23.29 | -4.53 | -11.41 | -19.45 | 79.44 | -27.71 | -3.89 | 38.24 | -5.59 | -31.09 | -24.22 | 17.26 | -17.08 | -16.69 | 63.58 | -4.31 | 9.80 | 13.24 | 2.40 | -12.27 | -43.09 | 0.82 |
| Sharpe Ratio | NA | 0.45 | 0.73 | 0.15 | 0.22 | NA | NA | … | … | 0.83 | 0.45 | 0.32 | 0.24 | -0.51 | 1.14 | 0.61 | -0.22 | -0.64 | -0.65 | 2.17 | -0.77 | -0.20 | 1.17 | -0.14 | -0.89 | -0.58 | 0.40 | -0.37 | -0.76 | 2.33 | -0.23 | 0.25 | 0.31 | 0.03 | -0.27 | -0.81 | -0.19 |
| Standard Deviation(%) | NA | 17.09 | 28.65 | 28.66 | 29.46 | NA | NA | … | … | 9.62 | 14.95 | 26.20 | 45.35 | 27.46 | 21.13 | 37.74 | 27.54 | 20.09 | 31.06 | 36.56 | 35.86 | 19.18 | 32.60 | 40.53 | 34.84 | 41.99 | 43.39 | 49.24 | 26.11 | 26.00 | 28.40 | 35.71 | 40.86 | 37.30 | 54.90 | 58.24 | 9.16 |
| Draw Down(%) | NA | 9.58 | 15.29 | 34.16 | 50.22 | NA | NA | … | … | 2.28 | 6.05 | 10.06 | 24.26 | 18.70 | 13.34 | 33.88 | 17.58 | 19.53 | 25.03 | 8.18 | 28.51 | 8.86 | 16.89 | 31.05 | 43.58 | 52.10 | 26.87 | 27.73 | 31.86 | 10.64 | 13.09 | 13.51 | 14.56 | 19.67 | 33.02 | 47.63 | 3.23 |
| Yield(%) | 0.00 | 1.84 | 3.36 | 1.80 | 1.66 | 1.02 | 0.99 | … | … | 0.00 | 1.94 | 2.65 | 3.66 | 1.14 | 0.74 | 0.00 | 0.26 | 0.16 | 0.06 | 0.00 | 0.00 | 0.76 | 0.00 | 2.88 | 1.20 | 1.06 | 2.76 | 2.60 | 1.80 | 2.43 | 2.09 | 1.93 | 1.79 | 1.76 | 1.33 | 1.04 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBX (Peoples Financial Corp) |
-24.09%
Sep 1999 – Sep 2002 |
-16.67%
May 2007 – May 2012 |
-7.73%
Oct 2006 – Oct 2016 |
-5.92%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBX (Peoples Financial Corp) |
24.70%
Apr 2023 – Apr 2026 |
19.00%
Feb 2002 – Feb 2007 |
10.16%
Feb 2016 – Feb 2026 |
5.38%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart