Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBTX (CBTX Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 12/21/2022, Common starting date is 11/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBTX (CBTX Inc) | 11/08/2017 | 12/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 16.36 | -16.34 | 5.80 | -1.04 | 3.48 |
| Sharpe Ratio | NA | 0.79 | 0.13 | 0.10 | NA | NA | NA | … | … | 0.70 | 0.53 | -0.21 | 0.18 | -0.11 | 1.57 |
| Standard Deviation(%) | NA | 27.21 | 50.92 | 42.14 | NA | NA | NA | … | … | 27.80 | 30.57 | 78.26 | 24.61 | 21.92 | 17.23 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 22.72 | 57.42 | 22.57 | 24.16 | 3.52 |
| Yield(%) | NA | 1.84 | 1.53 | 1.33 | 0.68 | 0.46 | 0.34 | … | … | 1.31 | 2.06 | 1.28 | 1.34 | 0.68 | 0.17 |
Data as of 12/21/2022, Common starting date is 11/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBTX (CBTX Inc) |
-9.69%
Jul 2018 – Jul 2021 |
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 |
|---|---|---|---|---|
| CBTX (CBTX Inc) |
7.41%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart