Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALB (California BanCorp) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 08/01/2024, Common starting date is 02/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALB (California BanCorp) | 02/08/2018 | 08/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 4.12 | 12.01 | 36.44 | -22.20 | 14.61 | -25.78 |
| Sharpe Ratio | NA | 1.50 | 0.26 | 0.08 | NA | NA | NA | … | … | -0.30 | 0.00 | 0.46 | 1.03 | -0.40 | 0.74 | -1.56 |
| Standard Deviation(%) | NA | 21.53 | 26.88 | 35.83 | NA | NA | NA | … | … | 22.18 | 33.26 | 23.32 | 35.43 | 56.35 | 17.81 | 19.10 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 49.23 | 19.19 | 27.84 | 52.38 | 7.50 | 28.12 |
| 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 |
Data as of 08/01/2024, Common starting date is 02/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALB (California BanCorp) |
-8.71%
Apr 2018 – Apr 2021 |
-7.36%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALB (California BanCorp) |
23.31%
Jan 2021 – Jan 2024 |
7.25%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart