Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BOCH (Bank of Commerce Holdings) NA 121.89% 10.82% 18.06% 19.15% 5.10% 12.26%
Data as of 09/30/2021, Common starting date is 11/03/1999
More Performance Analytics Comparison
Name Start Date End Date
BOCH (Bank of Commerce Holdings) 11/03/1999 09/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 (%) 5.86 121.89 10.82 18.06 19.15 5.10 12.26 56.02 -12.13 5.57 -4.70 21.05 42.22 12.08 4.38 24.13 37.31 -21.18 -19.51 24.82 -51.66 -27.02 18.71 -18.22 46.73 24.08 -5.35 54.95 -30.63 -7.85
Sharpe Ratio NA 2.96 0.21 0.45 0.59 NA NA 2.54 -0.18 -0.86 -1.08 0.06 0.36 -0.36 -0.59 0.26 0.79 -1.19 -1.14 0.09 -1.06 -1.43 -0.18 -1.04 0.58 0.17 -1.10 1.03 -1.53 -0.94
Standard Deviation(%) NA 41.52 44.47 38.59 31.65 NA NA 32.04 66.76 20.59 24.38 32.54 22.46 17.97 23.87 21.20 24.03 33.37 33.39 70.88 67.13 34.52 19.96 37.72 46.40 27.34 22.93 33.57 35.10 46.60
Draw Down(%) NA 14.21 53.10 54.37 54.37 NA NA 14.05 49.53 16.30 20.08 14.59 16.67 10.23 17.25 8.02 13.36 29.28 35.45 27.36 54.29 30.61 9.84 23.16 31.82 12.78 16.13 21.43 35.00 12.04
Yield(%) 0.00 3.44 1.85 2.53 4.80 1.72 2.57 1.88 1.80 1.74 1.33 1.17 1.81 2.01 2.65 3.68 3.44 2.89 3.42 5.67 3.76 2.88 2.97 2.11 2.73 3.19 3.02 4.69 9.29 0.00
Data as of 09/30/2021, Common starting date is 11/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOCH (Bank of Commerce Holdings) -26.15%
Sep 2007 – Sep 2010
-19.32%
Dec 2006 – Dec 2011
-4.53%
Aug 2004 – Aug 2014
-0.27%
Jun 2005 – Jun 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOCH (Bank of Commerce Holdings) 85.16%
Aug 2001 – Aug 2004
55.57%
Jun 2000 – Jun 2005
17.36%
Aug 2011 – Aug 2021
15.96%
Aug 2003 – Aug 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return