Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAF (Citba Financial Corp) | 4.62% | 44.19% | 23.17% | 8.62% | 10.68% | 8.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAF (Citba Financial Corp) | 01/06/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 44.19 | 23.17 | 8.62 | 10.68 | 8.05 | NA | … | … | 4.62 | 33.73 | 22.37 | -4.16 | -12.87 | 7.28 | -7.36 | 11.50 | 10.16 | 22.38 | 31.39 | 14.89 | -10.07 | 21.91 | -5.48 | -36.17 | 46.99 |
| Sharpe Ratio | NA | 2.31 | 0.85 | 0.28 | 0.42 | NA | NA | … | … | 0.81 | 1.72 | 0.82 | -0.28 | -1.35 | 0.57 | -0.33 | 1.37 | 0.40 | 1.07 | 0.99 | 1.21 | -0.45 | 0.33 | -0.87 | -0.93 | 1.31 |
| Standard Deviation(%) | NA | 17.62 | 22.86 | 19.45 | 20.94 | NA | NA | … | … | 9.35 | 18.30 | 22.93 | 28.19 | 10.60 | 12.76 | 23.18 | 7.32 | 21.92 | 20.35 | 31.59 | 12.32 | 22.53 | 66.99 | 6.40 | 38.95 | 36.36 |
| Draw Down(%) | NA | 9.09 | 22.06 | 37.87 | 37.87 | NA | NA | … | … | 2.84 | 9.09 | 8.23 | 28.05 | 16.87 | 9.32 | 36.77 | 4.41 | 14.70 | 6.63 | 14.67 | 4.62 | 26.59 | 34.20 | 6.17 | 36.17 | 0.00 |
| Yield(%) | 0.00 | 2.41 | 2.85 | 1.89 | 3.05 | 2.62 | 2.09 | … | … | 0.64 | 3.04 | 2.63 | 1.50 | 1.09 | 2.07 | 3.34 | 1.54 | 1.43 | 1.42 | 1.59 | 1.60 | 1.74 | 1.06 | 0.73 | 0.00 | 3.42 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAF (Citba Financial Corp) |
-16.87%
Apr 2010 – Apr 2013 |
-7.02%
Mar 2010 – Mar 2015 |
-0.15%
Apr 2010 – Apr 2020 |
2.82%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAF (Citba Financial Corp) |
25.37%
Aug 2014 – Aug 2017 |
17.81%
Dec 2014 – Dec 2019 |
11.23%
Feb 2016 – Feb 2026 |
8.01%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart