Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOBA (Community Bank of the Bay) | NA | 92.60% | 25.72% | NA | NA | NA | NA | … | … |
Data as of 11/01/2024, Common starting date is 06/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOBA (Community Bank of the Bay) | 06/11/2020 | 11/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 92.60 | 25.72 | NA | NA | NA | NA | … | … | 83.88 | -12.35 | 26.02 | 26.73 | 11.43 |
| Sharpe Ratio | NA | 1.57 | 0.58 | NA | NA | NA | NA | … | … | 1.66 | -0.59 | 1.12 | 1.54 | 0.69 |
| Standard Deviation(%) | NA | 54.79 | 38.00 | NA | NA | NA | NA | … | … | 59.64 | 28.32 | 22.08 | 17.33 | 31.00 |
| Draw Down(%) | NA | 17.37 | 33.11 | NA | NA | NA | NA | … | … | 17.37 | 31.89 | 18.06 | 9.54 | 7.24 |
| Yield(%) | 0.00 | 2.84 | 2.53 | 2.48 | 1.24 | 0.83 | 0.62 | … | … | 2.10 | 2.17 | 2.40 | 2.05 | 0.00 |
Data as of 11/01/2024, Common starting date is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOBA (Community Bank of the Bay) |
-1.12%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOBA (Community Bank of the Bay) |
26.07%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart