Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBBI (CBB Bancorp Inc) | 6.65% | 16.88% | 10.56% | 2.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBBI (CBB Bancorp Inc) | 03/07/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 16.88 | 10.56 | 2.07 | NA | NA | NA | … | … | 6.65 | 6.05 | 12.91 | -11.26 | 5.29 | 42.19 | -28.25 | -13.57 | -31.20 |
| Sharpe Ratio | NA | 0.77 | 0.27 | -0.02 | NA | NA | NA | … | … | 0.53 | 0.17 | 0.51 | -0.59 | 0.20 | 1.94 | -0.67 | -1.06 | -2.72 |
| Standard Deviation(%) | NA | 17.75 | 19.06 | 19.79 | NA | NA | NA | … | … | 19.69 | 18.63 | 18.12 | 25.33 | 19.09 | 21.92 | 42.34 | 14.15 | 14.05 |
| Draw Down(%) | NA | 11.79 | 13.64 | 33.10 | NA | NA | NA | … | … | 11.79 | 12.74 | 7.08 | 24.56 | 21.85 | 10.61 | 47.65 | 19.77 | 31.20 |
| Yield(%) | 0.00 | 4.73 | 4.16 | 3.02 | 1.08 | 0.72 | 0.54 | … | … | 2.39 | 3.83 | 3.39 | 2.78 | 2.66 | 2.33 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBI (CBB Bancorp Inc) |
-13.27%
Apr 2018 – Apr 2021 |
-9.56%
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 |
|---|---|---|---|---|
| CBBI (CBB Bancorp Inc) |
21.11%
Jul 2020 – Jul 2023 |
14.95%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart