Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALBY (Community Capital Bancshares Inc) | 27.09% | 41.23% | 26.80% | 28.87% | 42.01% | 27.07% | 7.33% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBY (Community Capital Bancshares Inc) | 03/17/1999 | 06/04/2026 |
| 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 (%) | 13.89 | 41.23 | 26.80 | 28.87 | 42.01 | 27.07 | 7.33 | … | … | 27.09 | 47.77 | 27.31 | 28.45 | 11.74 | 15.56 | -2.17 | 23.87 | 253.30 | 65.94 | 35.59 | 37.21 | 115.00 | -33.33 | 9.09 | -35.29 | -22.73 | -56.00 | -65.30 | -42.37 | 15.12 | -6.07 | -3.04 | 8.21 | 37.89 | 60.28 | -36.22 | 33.93 |
| Sharpe Ratio | NA | 1.42 | 0.69 | 0.66 | 0.59 | NA | NA | … | … | 1.35 | 1.75 | 0.96 | 0.46 | 0.29 | 0.40 | -0.07 | 1.30 | 1.56 | 1.29 | 0.78 | 0.47 | 1.09 | -0.22 | 0.08 | -0.30 | -0.10 | -0.46 | -0.42 | -1.03 | 0.42 | -0.20 | -0.07 | 0.11 | 0.61 | 0.86 | -0.10 | 0.11 |
| Standard Deviation(%) | NA | 22.59 | 36.56 | 34.25 | 62.51 | NA | NA | … | … | 21.27 | 26.22 | 24.60 | 54.57 | 35.86 | 39.06 | 35.84 | 17.25 | 163.02 | 50.74 | 45.22 | 79.33 | 105.66 | 155.07 | 120.62 | 118.19 | 227.33 | 123.06 | 158.50 | 44.45 | 27.99 | 41.34 | 58.41 | 66.88 | 60.49 | 68.77 | 395.53 | 355.14 |
| Draw Down(%) | NA | 9.04 | 20.73 | 20.73 | 31.62 | NA | NA | … | … | 5.91 | 13.51 | 7.36 | 20.73 | 16.36 | 18.76 | 23.41 | 10.64 | 29.20 | 15.00 | 25.81 | 25.53 | 41.11 | 65.00 | 61.90 | 74.07 | 64.52 | 59.60 | 83.30 | 48.02 | 13.10 | 22.56 | 23.71 | 23.33 | 26.97 | 25.98 | 49.41 | 49.31 |
| Yield(%) | 6.28 | 7.79 | 7.80 | 9.32 | 8.81 | 6.40 | 0.56 | … | … | 6.95 | 9.10 | 4.29 | 5.28 | 2.31 | 0.00 | 0.00 | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.13 | 0.14 | 0.14 | 0.13 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBY (Community Capital Bancshares Inc) |
-60.73%
Feb 2007 – Feb 2010 |
-46.46%
Dec 2006 – Dec 2011 |
-28.79%
Dec 2003 – Dec 2013 |
-16.34%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBY (Community Capital Bancshares Inc) |
129.35%
Jun 2015 – Jun 2018 |
87.94%
Dec 2013 – Dec 2018 |
47.00%
Dec 2013 – Dec 2023 |
28.24%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart