Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCB (Coastal Financial Corporation) | -38.67% | -18.14% | 24.23% | 18.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCB (Coastal Financial Corporation) | 07/19/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | -18.14 | 24.23 | 18.02 | NA | NA | NA | … | … | -38.67 | 37.69 | 88.52 | -6.54 | -6.12 | 141.05 | 27.50 | 8.14 | -5.46 | 35.94 | -20.00 | -30.80 | 14.46 | 68.33 | 0.00 | -6.25 | -45.02 | -3.00 | -43.40 | -5.53 | 53.91 | 81.25 | 60.88 | -21.88 | -24.88 | -7.39 | -11.54 |
| Sharpe Ratio | NA | -0.50 | 0.60 | 0.40 | -0.02 | NA | NA | … | … | -1.56 | 0.87 | 2.44 | -0.26 | -0.24 | 3.24 | 0.30 | -0.52 | -0.97 | 1.15 | -0.10 | -0.31 | -0.02 | 1.00 | -0.64 | -0.46 | -1.04 | -0.64 | -0.92 | -0.75 | 0.59 | 1.44 | 1.31 | -1.04 | -2.56 | -1.03 | -1.04 |
| Standard Deviation(%) | NA | 42.32 | 38.27 | 38.39 | 190.68 | NA | NA | … | … | 45.79 | 40.68 | 34.00 | 42.23 | 31.07 | 43.54 | 91.66 | 28.96 | 38.93 | 268.70 | 528.09 | 158.65 | 246.76 | 49.75 | 29.44 | 54.15 | 60.90 | 33.93 | 68.30 | 36.99 | 53.98 | 41.65 | 31.42 | 39.76 | 17.44 | 28.40 | 76.07 |
| Draw Down(%) | NA | 42.66 | 42.66 | 42.66 | 56.33 | NA | NA | … | … | 42.66 | 21.55 | 18.96 | 31.99 | 32.48 | 18.64 | 50.22 | 14.96 | 30.56 | 42.31 | 56.33 | 30.80 | 30.80 | 21.43 | 13.23 | 22.18 | 50.77 | 9.00 | 52.02 | 27.18 | 27.15 | 23.95 | 33.98 | 31.79 | 24.88 | 26.74 | 32.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCB (Coastal Financial Corporation) |
9.12%
Apr 2021 – Apr 2024 |
17.88%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCB (Coastal Financial Corporation) |
51.87%
Sep 2020 – Sep 2023 |
54.59%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart