Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAIB (California International Bank N.A) | -20.00% | 14.29% | -10.07% | -2.33% | -6.09% | -11.62% | NA | -22.35% |
Data as of 07/07/2025, AR inception is 05/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIB (California International Bank N.A) | 05/08/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.29 | -10.07 | -2.33 | -6.09 | -11.62 | NA | -22.35 | -20.00 | 25.00 | 0.00 | 0.00 | 200.00 | 0.00 | -20.00 | -50.00 | 150.00 | -42.86 | -12.50 | -50.00 | -36.00 | 1,150.00 | -93.33 | 0.00 | -88.89 | -55.00 | -21.05 |
| Sharpe Ratio | NA | 0.09 | -0.13 | -0.03 | -0.03 | NA | NA | -0.10 | -0.31 | 0.18 | -0.07 | -0.01 | 1.20 | 0.00 | -0.15 | -0.37 | 0.45 | -0.11 | -0.05 | -0.43 | -0.23 | 4.29 | -0.25 | 0.00 | -0.43 | -0.48 | -0.56 |
| Standard Deviation(%) | NA | 130.01 | 101.05 | 141.55 | 217.51 | NA | NA | 238.24 | 127.55 | 104.18 | 57.88 | 170.27 | 185.56 | 196.52 | 144.92 | 137.48 | 333.72 | 396.04 | 235.10 | 117.24 | 154.66 | 273.79 | 378.46 | 471.00 | 208.97 | 117.42 | 59.21 |
| Draw Down(%) | NA | 50.00 | 54.55 | 64.29 | 95.00 | NA | NA | 99.88 | 50.00 | 40.00 | 25.00 | 54.55 | 64.29 | 60.00 | 63.64 | 50.00 | 78.95 | 85.00 | 70.59 | 70.37 | 60.00 | 80.00 | 95.00 | 95.05 | 97.25 | 68.00 | 45.29 |
| 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 |
Data as of 07/07/2025, AR inception is 05/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIB (California International Bank N.A) |
-80.51%
Dec 2008 - Dec 2011 |
-49.35%
Jul 2007 - Jul 2012 |
-37.69%
Oct 2007 - Oct 2017 |
-27.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIB (California International Bank N.A) |
75.44%
Jun 2011 - Jun 2014 |
36.08%
Jun 2016 - Jun 2021 |
14.87%
Dec 2011 - Dec 2021 |
-3.35%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart