Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBHC (CBC Holding Company) | NA | 116.79% | 14.22% | 26.94% | 13.39% | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBHC (CBC Holding Company) | 06/19/2012 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 116.79 | 14.22 | 26.94 | 13.39 | NA | NA | … | … | 116.79 | 10.72 | -36.70 | 98.11 | 9.52 | 0.00 | 3.05 | 1.12 | 1.12 | 1.12 | 44.39 | 5.26 | 0.00 |
| Sharpe Ratio | NA | 1.00 | 0.16 | 0.42 | 0.29 | NA | NA | … | … | 1.11 | 0.55 | -0.71 | 2.07 | 1.44 | 0.00 | 0.56 | 0.42 | 0.81 | 0.98 | 1.79 | 1.02 | 0.00 |
| Standard Deviation(%) | NA | 112.94 | 71.89 | 59.57 | 42.03 | NA | NA | … | … | 119.28 | 12.90 | 53.70 | 47.48 | 6.40 | NA | 3.01 | 1.12 | 1.12 | 1.12 | 24.77 | 5.13 | NA |
| Draw Down(%) | NA | 47.05 | 47.05 | 47.05 | 47.05 | NA | NA | … | … | 47.05 | 5.46 | 41.18 | 11.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.76 | 5.51 | 9.93 | 5.59 | 5.80 | 4.35 | … | … | 5.76 | 14.33 | 5.49 | 8.89 | 8.89 | 0.00 | 2.96 | 1.11 | 1.11 | 1.11 | 6.50 | 5.00 | 0.00 |
Data as of 11/22/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBHC (CBC Holding Company) |
-9.15%
Jan 2021 – Jan 2024 |
1.28%
Jul 2014 – Jul 2019 |
7.72%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBHC (CBC Holding Company) |
30.30%
Nov 2018 – Nov 2021 |
24.96%
Apr 2019 – Apr 2024 |
15.93%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart