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
CCYY (CCCB Bancorp Inc) 11.24% 75.84% 15.54% 8.68% 7.39% 6.41% NA
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
Name Start Date End Date
CCYY (CCCB Bancorp Inc) 04/06/2010 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
Annualized Return (%) -0.90 75.84 15.54 8.68 7.39 6.41 NA 11.24 43.48 -4.75 -37.24 19.74 37.98 -16.67 -1.38 -10.85 34.93 14.95 9.27 4.54 0.98 42.06 -23.89 -13.60
Sharpe Ratio NA 1.96 0.37 0.13 0.15 NA NA 0.58 1.21 -0.37 -0.92 0.39 0.90 -0.33 -0.18 -0.40 1.40 0.34 0.21 0.27 0.05 1.64 -0.34 -0.18
Standard Deviation(%) NA 43.22 38.05 40.35 39.16 NA NA 47.28 34.30 31.17 45.46 47.82 42.25 50.77 15.13 30.43 24.61 43.89 44.93 16.58 19.69 25.82 70.00 101.40
Draw Down(%) NA 14.50 31.86 55.15 55.15 NA NA 14.50 9.22 23.06 48.61 16.22 20.00 31.19 15.26 21.39 11.82 23.16 17.25 13.11 8.33 5.00 33.04 52.76
Yield(%) 0.00 2.61 2.49 3.03 2.96 2.68 1.77 0.00 2.61 2.42 2.16 4.89 2.99 2.14 1.76 1.44 1.64 1.55 1.67 1.03 1.03 0.97 0.00 0.00
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCYY (CCCB Bancorp Inc) -11.62%
May 2022 – May 2025
-6.98%
Nov 2018 – Nov 2023
1.21%
Oct 2014 – Oct 2024
0.64%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCYY (CCCB Bancorp Inc) 22.20%
Jan 2015 – Jan 2018
14.26%
Jan 2013 – Jan 2018
9.92%
Dec 2011 – Dec 2021
6.82%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return