Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBCZ (Comunibanc Corp) | NA | 78.61% | 24.35% | 19.80% | 12.85% | 8.08% | NA | 7.88% |
Data as of 07/18/2022, AR inception is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCZ (Comunibanc Corp) | 05/17/2007 | 07/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 78.61 | 24.35 | 19.80 | 12.85 | 8.08 | NA | 7.88 | 46.49 | 44.28 | -10.16 | 13.10 | 1.35 | 31.50 | 5.23 | 6.06 | -20.50 | 25.63 | 23.46 | -18.95 | 122.07 | -13.61 | -36.85 | -19.30 |
| Sharpe Ratio | NA | 1.81 | 0.72 | 0.69 | 0.55 | NA | NA | 0.17 | 1.84 | 1.29 | -0.55 | 0.80 | 0.00 | 1.47 | 0.59 | 0.46 | -1.06 | 1.42 | 1.01 | -0.34 | 2.47 | -0.13 | -0.48 | -0.93 |
| Standard Deviation(%) | NA | 44.02 | 33.23 | 27.61 | 22.74 | NA | NA | 43.55 | 56.36 | 34.38 | 18.82 | 14.65 | 15.18 | 21.08 | 8.49 | 13.06 | 19.45 | 18.09 | 23.45 | 55.25 | 49.44 | 104.30 | 77.73 | 34.11 |
| Draw Down(%) | NA | 7.79 | 25.33 | 25.33 | 25.33 | NA | NA | 70.73 | 7.69 | 15.47 | 23.60 | 6.06 | 13.01 | 8.03 | 6.73 | 8.71 | 21.07 | 8.00 | 16.26 | 31.32 | 20.07 | 46.43 | 51.21 | 19.30 |
| Yield(%) | 0.00 | 2.60 | 2.60 | 3.12 | 3.53 | 2.62 | 1.91 | 2.55 | 1.08 | 3.04 | 2.58 | 2.77 | 2.74 | 3.49 | 3.55 | 3.63 | 2.79 | 3.39 | 3.84 | 3.19 | 8.52 | 2.29 | 2.78 | 0.00 |
Data as of 07/18/2022, AR inception is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCZ (Comunibanc Corp) |
-19.52%
Jun 2007 - Jun 2010 |
-2.47%
Apr 2011 - Apr 2016 |
2.47%
Jun 2007 - Jun 2017 |
7.82%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCZ (Comunibanc Corp) |
38.74%
Feb 2009 - Feb 2012 |
27.01%
Feb 2009 - Feb 2014 |
17.97%
Feb 2009 - Feb 2019 |
7.82%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison Chart