Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCAL (California BanCorp.) | -0.67% | 21.70% | 2.88% | 11.58% | 8.75% | 3.37% | NA | 2.38% |
Data as of 07/07/2025, AR inception is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCAL (California BanCorp.) | 11/11/2005 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 21.70 | 2.88 | 11.58 | 8.75 | 3.37 | NA | 2.38 | -0.67 | -3.46 | 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 | 0.60 | -0.01 | 0.39 | 0.29 | NA | NA | 0.03 | -0.10 | -0.45 | -0.04 | 1.56 | 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 | 0.90 | -0.91 | -0.10 | -1.76 |
| Standard Deviation(%) | NA | 29.56 | 24.72 | 24.55 | 25.69 | NA | NA | 38.65 | 31.90 | 22.71 | 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 | 32.26 | 32.26 | 32.26 | 52.35 | NA | NA | 62.00 | 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2025, AR inception 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 |
8.34%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart