Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATY (Cathay General Bancorp) | 22.73% | 39.61% | 27.43% | 10.16% | 9.94% | 12.09% | 4.68% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATY (Cathay General Bancorp) | 12/14/1990 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 39.61 | 27.43 | 10.16 | 9.94 | 12.09 | 4.68 | … | … | 22.73 | 4.64 | 10.34 | 13.49 | -2.11 | 37.74 | -11.64 | 17.48 | -18.47 | 13.40 | 24.37 | 24.71 | -3.16 | 37.32 | 31.12 | -10.36 | 122.00 | -67.73 | -8.09 | -22.30 | -3.04 | -3.13 | 37.89 | 55.45 | 38.88 | 47.67 | 99.13 | 0.00 | 12.33 | 85.99 | 26.61 | 14.81 | -6.09 | -23.33 | 23.29 | 0.00 | -6.41 |
| Sharpe Ratio | NA | 1.38 | 0.78 | 0.25 | 0.25 | NA | NA | … | … | 2.35 | 0.06 | 0.21 | 0.29 | -0.12 | 1.19 | -0.18 | 0.71 | -0.87 | 0.54 | 0.91 | 0.96 | -0.13 | 1.47 | 1.03 | -0.20 | 2.53 | -0.81 | -0.10 | -0.77 | -0.27 | -0.19 | 1.59 | 2.03 | 0.97 | 1.30 | 1.96 | -0.10 | 0.20 | 2.37 | 0.74 | 0.18 | -0.09 | -0.45 | 0.35 | -0.13 | -0.51 |
| Standard Deviation(%) | NA | 25.49 | 30.42 | 30.44 | 33.56 | NA | NA | … | … | 24.02 | 30.00 | 31.33 | 34.38 | 29.40 | 31.65 | 64.20 | 22.50 | 22.99 | 23.59 | 26.64 | 25.61 | 23.55 | 25.35 | 30.44 | 52.79 | 48.23 | 83.42 | 90.96 | 32.99 | 23.75 | 27.67 | 23.28 | 26.92 | 38.81 | 35.47 | 48.46 | 34.81 | 43.46 | 34.49 | 30.79 | 61.38 | 101.28 | 57.03 | 59.44 | 29.28 | 170.16 |
| Draw Down(%) | NA | 12.33 | 29.73 | 40.11 | 55.71 | NA | NA | … | … | 12.33 | 22.93 | 22.21 | 37.63 | 21.52 | 19.67 | 50.50 | 18.64 | 27.16 | 14.85 | 18.13 | 18.78 | 14.85 | 11.67 | 16.50 | 45.83 | 36.00 | 68.92 | 61.79 | 26.40 | 15.15 | 20.18 | 11.93 | 12.64 | 29.22 | 29.86 | 24.77 | 17.94 | 40.05 | 7.69 | 10.31 | 19.64 | 33.33 | 28.00 | 29.00 | 18.52 | 23.16 |
| Yield(%) | 0.66 | 3.34 | 4.46 | 3.23 | 3.94 | 5.96 | 2.07 | … | … | 1.56 | 2.89 | 3.05 | 3.39 | 3.12 | 3.97 | 3.25 | 3.66 | 2.42 | 2.28 | 2.49 | 2.21 | 1.11 | 0.40 | 0.26 | 0.24 | 0.49 | 0.88 | 1.64 | 1.15 | 0.97 | 0.97 | 3.35 | 5.54 | 16.31 | 27.65 | 35.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/14/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATY (Cathay General Bancorp) |
-38.69%
Dec 2006 – Dec 2009 |
-26.36%
Dec 2004 – Dec 2009 |
-3.21%
Nov 2004 – Nov 2014 |
-1.72%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATY (Cathay General Bancorp) |
73.66%
Apr 1999 – Apr 2002 |
58.33%
Sep 1999 – Sep 2004 |
39.90%
Jun 1995 – Jun 2005 |
22.53%
Jul 1991 – Jul 2006 |
Annualized Rolling Returns Comparison Chart