Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCML (BayCom Corp) | 9.08% | 47.16% | 13.93% | 19.51% | 10.07% | 8.02% | 4.43% | 5.81% |
Data as of 07/03/2025, AR inception is 08/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCML (BayCom Corp) | 08/09/2004 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.40 | 47.16 | 13.93 | 19.51 | 10.07 | 8.02 | 4.43 | 5.81 | 9.08 | 16.59 | 26.92 | 2.18 | 23.67 | -33.29 | -1.52 | 18.71 | 30.89 | 12.15 | 11.34 | 22.68 | 18.29 | 19.71 | -2.00 | -9.81 | 9.15 | -32.38 | -11.39 | -1.25 | -7.69 | 30.00 |
| Sharpe Ratio | NA | 1.27 | 0.29 | 0.58 | 0.25 | NA | NA | 0.13 | 0.24 | 0.41 | 0.79 | 0.03 | 1.03 | -0.45 | -0.10 | 0.67 | 2.89 | 1.01 | 0.83 | 1.68 | 0.68 | 0.46 | -0.07 | -0.33 | 0.23 | -1.03 | -0.57 | -0.23 | -0.28 | 1.69 |
| Standard Deviation(%) | NA | 32.43 | 29.88 | 31.22 | 32.93 | NA | NA | 31.79 | 31.66 | 31.39 | 29.65 | 25.80 | 22.89 | 74.12 | 28.85 | 25.95 | 10.49 | 11.84 | 13.64 | 13.51 | 26.68 | 43.52 | 27.26 | 30.28 | 40.15 | 32.35 | 25.82 | 20.81 | 35.73 | 55.57 |
| Draw Down(%) | NA | 18.04 | 27.96 | 34.70 | 62.19 | NA | NA | 62.19 | 16.72 | 18.60 | 27.59 | 24.30 | 8.54 | 56.76 | 17.18 | 27.26 | 3.28 | 12.75 | 9.80 | 5.61 | 15.43 | 17.78 | 24.05 | 32.16 | 23.89 | 34.88 | 25.85 | 14.18 | 16.67 | 15.52 |
| Yield(%) | 0.00 | 2.99 | 2.24 | 2.36 | 1.27 | 1.03 | 0.58 | 0.75 | 1.34 | 2.36 | 2.11 | 1.06 | 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 07/03/2025, AR inception is 08/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCML (BayCom Corp) |
-19.23%
Mar 2006 - Mar 2009 |
-11.59%
Jun 2006 - Jun 2011 |
-1.82%
Oct 2004 - Oct 2014 |
-1.30%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCML (BayCom Corp) |
31.20%
Aug 2015 - Aug 2018 |
26.97%
Jun 2013 - Jun 2018 |
13.32%
Aug 2008 - Aug 2018 |
9.33%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart