Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMRC (Bank of Marin Bancorp) | 0.99% | 23.70% | 18.99% | -1.35% | 10.92% | 10.39% | 8.55% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMRC (Bank of Marin Bancorp) | 12/23/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 23.70 | 18.99 | -1.35 | 10.92 | 10.39 | 8.55 | … | … | 0.99 | 14.17 | 13.88 | -29.46 | -9.12 | 11.27 | -21.73 | 11.29 | 146.51 | -0.83 | 33.31 | 3.38 | 23.34 | 17.90 | 1.53 | 9.34 | 9.49 | 38.65 | -16.39 | -17.58 | 7.58 | -13.10 | 114.07 | 43.95 | 26.52 | 3.95 | -11.50 | 8.70 |
| Sharpe Ratio | NA | 0.95 | 0.47 | -0.11 | 0.22 | NA | NA | … | … | 0.02 | 0.37 | 0.25 | -0.77 | -0.43 | 0.42 | -0.36 | 0.48 | 1.87 | -0.06 | 1.39 | 0.17 | 1.36 | 0.81 | 0.06 | 0.28 | 0.27 | 1.05 | -0.49 | -0.96 | 0.33 | -1.05 | 2.23 | 1.52 | 0.81 | 0.04 | -0.52 | NA |
| Standard Deviation(%) | NA | 27.52 | 35.45 | 33.61 | 41.65 | NA | NA | … | … | 25.74 | 30.76 | 41.18 | 43.17 | 24.40 | 26.50 | 60.19 | 20.39 | 77.92 | 26.82 | 23.75 | 20.23 | 17.09 | 22.14 | 24.74 | 32.67 | 34.47 | 36.57 | 35.54 | 21.76 | 12.84 | 14.69 | 50.65 | 28.54 | 31.21 | 37.13 | 30.22 | NA |
| Draw Down(%) | NA | 14.86 | 35.19 | 63.13 | 67.05 | NA | NA | … | … | 14.60 | 23.48 | 33.87 | 56.89 | 22.88 | 25.23 | 44.70 | 12.39 | 12.40 | 15.86 | 12.98 | 10.48 | 8.00 | 14.16 | 20.73 | 19.01 | 16.77 | 27.62 | 30.68 | 29.54 | 16.95 | 19.27 | 15.56 | 8.89 | 14.67 | 16.67 | 20.00 | NA |
| Yield(%) | 0.00 | 4.61 | 5.68 | 2.92 | 3.45 | 4.04 | 3.67 | … | … | 1.94 | 4.25 | 4.57 | 3.07 | 2.62 | 2.70 | 2.05 | 1.93 | 1.87 | 1.62 | 1.91 | 1.77 | 1.85 | 1.90 | 1.81 | 1.82 | 1.85 | 2.42 | 1.96 | 1.42 | 1.40 | 0.54 | 1.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRC (Bank of Marin Bancorp) |
-23.27%
Apr 2021 – Apr 2024 |
-16.81%
Apr 2019 – Apr 2024 |
4.42%
Jan 2005 – Jan 2015 |
7.85%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRC (Bank of Marin Bancorp) |
57.39%
Dec 2001 – Dec 2004 |
34.49%
Feb 2014 – Feb 2019 |
28.04%
Feb 2009 – Feb 2019 |
18.94%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart