Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BANR (Banner Corporation) | -1.11% | 11.75% | 6.65% | 16.71% | 6.82% | 28.04% | 6.45% | 8.70% |
Data as of 07/25/2025, AR inception is 11/01/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANR (Banner Corporation) | 11/01/1995 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 11.75 | 6.65 | 16.71 | 6.82 | 28.04 | 6.45 | 8.70 | -1.11 | 29.48 | -11.91 | 7.20 | 34.29 | -12.53 | 8.97 | 0.06 | 2.25 | 23.62 | 8.25 | -1.86 | 48.58 | 79.52 | 646.51 | -12.08 | -71.27 | -65.95 | -33.76 | 44.81 | 2.51 | 26.81 | 38.44 | 14.09 | 14.41 | 7.30 | -38.54 | -4.00 | 49.66 | 40.00 | 5.53 |
| Sharpe Ratio | NA | 0.41 | 0.16 | 0.45 | 0.15 | NA | NA | 0.12 | -0.08 | 0.70 | -0.45 | 0.21 | 1.03 | -0.18 | 0.30 | -0.05 | 0.07 | 0.95 | 0.32 | -0.08 | 2.40 | 2.89 | 3.25 | -0.17 | -0.57 | -0.72 | -1.21 | 1.64 | 0.01 | 0.83 | 1.19 | 0.29 | 0.25 | 0.08 | -1.26 | -0.23 | 1.73 | 1.83 | 1.64 |
| Standard Deviation(%) | NA | 32.42 | 32.34 | 34.15 | 35.13 | NA | NA | 56.94 | 28.97 | 32.67 | 36.54 | 27.69 | 33.33 | 70.15 | 25.33 | 23.77 | 22.83 | 24.75 | 25.39 | 22.97 | 20.26 | 27.81 | 198.63 | 70.24 | 124.48 | 92.26 | 30.57 | 25.51 | 24.09 | 31.15 | 31.59 | 45.05 | 49.54 | 39.54 | 33.11 | 32.37 | 26.48 | 19.76 | 22.36 |
| Draw Down(%) | NA | 25.38 | 45.35 | 45.35 | 56.48 | NA | NA | 96.22 | 20.80 | 18.91 | 38.97 | 19.49 | 16.93 | 50.52 | 20.09 | 22.40 | 13.21 | 20.25 | 14.17 | 20.59 | 11.06 | 19.79 | 36.20 | 79.62 | 81.47 | 74.27 | 38.28 | 9.03 | 19.79 | 17.13 | 19.38 | 38.10 | 34.01 | 29.45 | 38.54 | 23.54 | 15.25 | 8.33 | 3.77 |
| Yield(%) | 0.00 | 3.20 | 3.18 | 5.05 | 3.69 | 7.82 | 0.84 | 2.84 | 1.45 | 3.63 | 3.05 | 2.87 | 3.56 | 4.65 | 2.97 | 3.32 | 3.52 | 1.46 | 1.70 | 2.03 | 2.15 | 0.23 | 1.02 | 1.45 | 0.31 | 1.76 | 1.74 | 2.34 | 2.31 | 2.61 | 3.24 | 3.54 | 3.60 | 3.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANR (Banner Corporation) |
-62.16%
Oct 2007 - Oct 2010 |
-43.62%
Nov 2005 - Nov 2010 |
-16.90%
Nov 2000 - Nov 2010 |
-8.70%
Mar 1996 - Mar 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANR (Banner Corporation) |
202.68%
Nov 2010 - Nov 2013 |
103.34%
Nov 2010 - Nov 2015 |
41.68%
Nov 2010 - Nov 2020 |
29.50%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart