Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CCBC (Chino Commercial Bancorp) 16.28% 25.00% 23.15% 13.94% 13.69% 13.88% 4.89%
Data as of 06/03/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
Name Start Date End Date
CCBC (Chino Commercial Bancorp) 10/08/2003 06/03/2026
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
Annualized Return (%) 1.27 25.00 23.15 13.94 13.69 13.88 4.89 16.28 20.38 31.33 -8.36 4.96 37.29 -16.24 17.17 4.73 31.31 16.12 4.42 -10.38 51.43 16.67 -33.33 -10.00 66.67 -64.00 19.05 10.53 -7.32 -7.87 20.27
Sharpe Ratio NA 0.99 0.66 0.40 0.43 NA NA 1.81 0.54 1.46 -0.29 0.19 1.06 -0.40 0.57 0.12 1.36 0.63 0.17 -0.35 1.11 0.36 -0.55 -0.29 1.47 -1.01 0.65 0.29 -0.32 -0.16 2.74
Standard Deviation(%) NA 26.56 29.96 31.12 30.51 NA NA 23.32 33.11 16.95 44.13 18.61 35.02 40.55 27.69 27.44 22.63 25.35 26.12 29.59 46.44 47.14 60.27 34.55 45.37 64.29 24.64 25.25 29.24 55.46 44.59
Draw Down(%) NA 11.52 16.78 30.68 47.12 NA NA 6.25 13.27 9.95 28.13 15.65 19.68 37.96 19.69 28.10 11.47 12.50 22.11 18.55 10.20 20.00 40.74 23.53 17.58 64.00 9.43 20.83 13.64 36.67 9.41
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
Data as of 06/03/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBC (Chino Commercial Bancorp) -24.24%
Mar 2006 – Mar 2009
-18.48%
Feb 2004 – Feb 2009
-7.04%
May 2004 – May 2014
-0.40%
May 2005 – May 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBC (Chino Commercial Bancorp) 39.14%
Jun 2015 – Jun 2018
20.38%
Jun 2020 – Jun 2025
15.51%
Jun 2015 – Jun 2025
13.70%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return