Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCAL (California BanCorp.) | 3.97% | 33.37% | 12.76% | 7.25% | 8.99% | 9.20% | 3.40% | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCAL (California BanCorp.) | 11/11/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 33.37 | 12.76 | 7.25 | 8.99 | 9.20 | 3.40 | … | … | 3.97 | 13.47 | -4.67 | 3.09 | 12.27 | 17.57 | 0.00 | -3.41 | -10.51 | 28.26 | 38.55 | 27.69 | -7.14 | 23.89 | -5.83 | 15.16 | -42.11 | -9.55 | 32.67 | -25.00 | 1.01 | -5.71 |
| Sharpe Ratio | NA | 1.18 | 0.32 | 0.21 | 0.28 | NA | NA | … | … | 0.17 | 0.38 | -0.37 | -0.02 | 1.55 | 0.90 | -0.01 | -0.45 | -0.51 | 0.75 | 1.46 | 1.43 | -0.34 | 0.71 | -0.98 | 1.07 | -0.63 | -0.08 | 0.89 | -0.92 | -0.10 | -1.77 |
| Standard Deviation(%) | NA | 21.83 | 25.60 | 22.27 | 25.85 | NA | NA | … | … | 18.53 | 28.16 | 22.63 | 28.19 | 7.02 | 19.52 | 37.13 | 10.81 | 23.28 | 36.77 | 26.23 | 19.31 | 20.84 | 33.80 | 6.03 | 14.12 | 67.48 | 116.28 | 35.26 | 30.86 | 23.06 | 22.04 |
| Draw Down(%) | NA | 13.51 | 32.26 | 32.26 | 52.35 | NA | NA | … | … | 9.65 | 26.75 | 25.88 | 23.53 | 5.87 | 9.36 | 36.47 | 14.81 | 25.82 | 20.97 | 5.30 | 7.06 | 21.16 | 13.82 | 5.83 | 0.00 | 47.95 | 52.26 | 16.28 | 40.00 | 18.75 | 9.52 |
| Yield(%) | 0.00 | 1.37 | 0.49 | 0.29 | 0.24 | 0.26 | 0.10 | … | … | 0.54 | 0.61 | 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 06/04/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCAL (California BanCorp.) |
-21.98%
Jul 2006 – Jul 2009 |
-13.25%
May 2007 – May 2012 |
-1.91%
Feb 2006 – Feb 2016 |
1.70%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCAL (California BanCorp.) |
31.51%
Jan 2015 – Jan 2018 |
23.37%
Jan 2013 – Jan 2018 |
11.65%
Jan 2013 – Jan 2023 |
9.08%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart