Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBCO (Coastal Banking Company Inc) | NA | 24.94% | 32.44% | 27.02% | 5.15% | 5.61% | NA | … | … |
Data as of 04/02/2018, Common starting date is 11/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCO (Coastal Banking Company Inc) | 11/05/1999 | 04/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 24.94 | 32.44 | 27.02 | 5.15 | 5.61 | NA | … | … | 1.85 | 40.56 | 25.10 | 29.73 | 19.35 | 55.00 | 122.22 | -6.25 | -33.33 | -40.00 | -55.72 | -39.87 | 18.30 | 11.11 | 6.18 | 100.00 | 18.67 | 30.43 | -34.29 | -12.50 |
| Sharpe Ratio | NA | 2.28 | 1.91 | 0.91 | 0.08 | NA | NA | … | … | 1.72 | 3.28 | 1.55 | 1.17 | 0.43 | 1.11 | 1.75 | -0.07 | -0.38 | -0.46 | -0.74 | -1.37 | 1.18 | 0.42 | 0.24 | 2.54 | 0.48 | 0.50 | -0.42 | -1.76 |
| Standard Deviation(%) | NA | 10.58 | 16.82 | 29.59 | 61.89 | NA | NA | … | … | 3.87 | 12.23 | 15.94 | 25.32 | 45.00 | 49.50 | 70.61 | 85.37 | 88.28 | 86.31 | 76.38 | 31.45 | 12.73 | 21.32 | 21.63 | 39.03 | 36.57 | 57.33 | 90.42 | 35.46 |
| Draw Down(%) | NA | 2.96 | 8.16 | 26.74 | 88.17 | NA | NA | … | … | 0.70 | 5.38 | 8.16 | 11.91 | 19.77 | 25.71 | 32.50 | 31.25 | 50.55 | 59.04 | 66.27 | 45.38 | 6.65 | 16.14 | 15.49 | 12.22 | 14.89 | 25.88 | 39.47 | 16.67 |
| Yield(%) | 0.23 | 0.29 | 0.18 | 0.15 | 0.04 | 0.03 | 0.03 | … | … | 0.24 | 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 04/02/2018, Common starting date is 11/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCO (Coastal Banking Company Inc) |
-50.62%
Mar 2008 – Mar 2011 |
-39.40%
Nov 2006 – Nov 2011 |
-13.84%
Mar 2001 – Mar 2011 |
0.60%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCO (Coastal Banking Company Inc) |
68.59%
Nov 2011 – Nov 2014 |
50.51%
Jan 2012 – Jan 2017 |
4.98%
Nov 2007 – Nov 2017 |
6.32%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart