Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBZ (American Business Bk) | 13.59% | 74.83% | 38.00% | 12.89% | 10.09% | 10.88% | 8.71% | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBZ (American Business Bk) | 08/01/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 74.83 | 38.00 | 12.89 | 10.09 | 10.88 | 8.71 | … | … | 13.59 | 50.38 | 22.29 | -9.60 | 0.79 | 24.07 | -10.72 | 13.00 | -19.92 | 12.73 | 8.37 | 16.17 | 32.02 | 14.05 | 15.43 | 13.59 | 17.51 | 14.25 | -17.05 | -15.38 | -2.50 | 11.11 | 48.45 | 50.15 | -0.62 | 27.45 | -8.93 |
| Sharpe Ratio | NA | 6.06 | 1.74 | 0.57 | 0.40 | NA | NA | … | … | 2.69 | 2.81 | 1.01 | -0.51 | -0.05 | 1.25 | -0.29 | 0.77 | -1.49 | 0.98 | 0.61 | 0.94 | 1.42 | 0.91 | 1.10 | 0.57 | 0.49 | 0.43 | -0.46 | -0.86 | -0.32 | 0.31 | 1.76 | 1.37 | -0.06 | 0.63 | -0.85 |
| Standard Deviation(%) | NA | 11.80 | 19.45 | 18.71 | 20.00 | NA | NA | … | … | 11.81 | 16.99 | 18.56 | 26.24 | 12.95 | 19.27 | 37.70 | 15.02 | 14.33 | 12.43 | 13.27 | 17.09 | 22.52 | 15.33 | 14.09 | 23.60 | 35.35 | 32.82 | 39.12 | 21.61 | 18.80 | 28.74 | 26.93 | 36.09 | 27.58 | 40.61 | 28.90 |
| Draw Down(%) | NA | 2.02 | 22.56 | 40.69 | 51.52 | NA | NA | … | … | 2.02 | 12.69 | 22.56 | 36.76 | 10.59 | 15.02 | 42.60 | 11.97 | 25.94 | 11.21 | 15.19 | 7.56 | 7.47 | 7.47 | 4.26 | 11.67 | 15.69 | 20.51 | 31.15 | 23.08 | 9.75 | 22.50 | 7.34 | 20.17 | 17.33 | 14.71 | 16.07 |
| Yield(%) | 0.00 | 2.59 | 1.86 | 0.78 | 0.56 | 0.61 | 0.52 | … | … | 0.93 | 2.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBZ (American Business Bk) |
-17.33%
Mar 2017 – Mar 2020 |
-7.44%
Jun 2018 – Jun 2023 |
3.37%
Aug 2013 – Aug 2023 |
2.17%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBZ (American Business Bk) |
46.48%
Feb 2002 – Feb 2005 |
28.03%
Sep 2000 – Sep 2005 |
14.72%
Apr 2009 – Apr 2019 |
14.83%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison Chart