Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SNV-PD (Synovus Financial Corp) 0.00% 9.95% 10.91% 6.76% NA NA NA
Data as of 01/02/2026, Common starting date is 06/14/2018
More Performance Analytics Comparison
Name Start Date End Date
SNV-PD (Synovus Financial Corp) 06/14/2018 01/02/2026
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
Annualized Return (%) 0.00 9.95 10.91 6.76 NA NA NA 0.00 10.44 8.61 13.50 -3.65 5.23 7.96 16.96 -4.26
Sharpe Ratio NA 1.09 0.43 0.28 NA NA NA NA 1.18 0.71 0.35 -0.33 0.51 0.14 1.80 -0.77
Standard Deviation(%) NA 6.49 17.36 15.75 NA NA NA 0.00 6.54 7.06 28.59 15.22 10.24 54.33 8.59 11.97
Draw Down(%) NA 4.69 24.52 24.52 NA NA NA 0.00 4.69 3.50 24.52 11.77 4.75 42.37 4.34 12.13
Yield(%) 0.00 8.00 8.62 7.02 5.21 3.48 2.61 0.00 8.00 8.95 8.06 6.00 5.94 6.87 6.48 3.01
Data as of 01/02/2026, Common starting date is 06/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNV-PD (Synovus Financial Corp) 1.32%
Sep 2019 – Sep 2022
5.29%
Aug 2018 – Aug 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNV-PD (Synovus Financial Corp) 11.59%
Oct 2022 – Oct 2025
10.50%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return