Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBSU (Central Bank Corporation) | NA | 58.56% | 10.32% | 11.54% | 11.70% | NA | NA | … | … |
Data as of 09/27/2024, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBSU (Central Bank Corporation) | 09/26/2012 | 09/27/2024 |
| 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 | 58.56 | 10.32 | 11.54 | 11.70 | NA | NA | … | … | 27.62 | 24.24 | -15.32 | 16.98 | -0.93 | 15.30 | 16.00 | 23.08 | 7.35 | 7.64 | 34.20 | 8.38 | -13.91 |
| Sharpe Ratio | NA | 1.92 | 0.40 | 0.42 | 0.48 | NA | NA | … | … | 1.25 | 1.31 | -1.01 | 1.10 | -0.03 | 0.53 | 0.93 | 0.90 | 1.35 | 0.34 | 1.03 | 0.71 | -1.50 |
| Standard Deviation(%) | NA | 27.54 | 17.38 | 22.60 | 21.48 | NA | NA | … | … | 26.10 | 15.38 | 16.67 | 15.38 | 36.22 | 26.29 | 15.81 | 25.13 | 5.28 | 22.66 | 33.09 | 11.80 | 29.73 |
| Draw Down(%) | NA | 0.00 | 15.32 | 29.00 | 34.48 | NA | NA | … | … | 0.00 | 0.00 | 15.32 | 8.33 | 29.00 | 16.86 | 8.50 | 12.50 | 0.00 | 16.67 | 19.26 | 6.67 | 13.91 |
| Yield(%) | 0.00 | 20.57 | 5.81 | 4.48 | 4.11 | 3.36 | 2.52 | … | … | 0.00 | 20.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.52 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/27/2024, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSU (Central Bank Corporation) |
-0.64%
Jan 2020 – Jan 2023 |
2.33%
Sep 2018 – Sep 2023 |
8.86%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSU (Central Bank Corporation) |
22.26%
Mar 2016 – Mar 2019 |
17.94%
Sep 2013 – Sep 2018 |
12.02%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart