Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALPIB (Alpine Banks of Colorado) | 16.79% | 66.02% | 22.85% | 5.42% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPIB (Alpine Banks of Colorado) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 66.02 | 22.85 | 5.42 | NA | NA | NA | … | … | 16.79 | 19.52 | 20.00 | -8.61 | 4.17 | 13.83 |
| Sharpe Ratio | NA | 3.49 | 1.36 | 0.32 | NA | NA | NA | … | … | 2.98 | 0.99 | 1.19 | -0.83 | 0.15 | 0.47 |
| Standard Deviation(%) | NA | 17.41 | 14.62 | 17.12 | NA | NA | NA | … | … | 16.93 | 16.80 | 13.75 | 14.89 | 18.57 | 30.31 |
| Draw Down(%) | NA | 10.61 | 22.38 | 34.73 | NA | NA | NA | … | … | 10.61 | 22.38 | 13.77 | 23.41 | 16.39 | 24.40 |
| Yield(%) | 0.00 | 3.10 | 3.10 | 1.97 | 1.47 | 0.98 | 0.73 | … | … | 1.16 | 2.45 | 2.73 | 2.42 | 2.19 | 2.21 |
Data as of 06/04/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPIB (Alpine Banks of Colorado) |
-9.56%
Jun 2021 – Jun 2024 |
8.07%
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 |
|---|---|---|---|---|
| ALPIB (Alpine Banks of Colorado) |
22.79%
Apr 2023 – Apr 2026 |
13.08%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart