Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDAB (Coeur d’Alene Bancorp Inc) | -5.55% | -10.01% | 14.76% | 8.44% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDAB (Coeur d’Alene Bancorp Inc) | 12/10/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | -10.01 | 14.76 | 8.44 | NA | NA | NA | … | … | -5.55 | 3.24 | 35.62 | 17.48 | -3.50 | 21.05 | -5.00 | 17.65 | 0.59 |
| Sharpe Ratio | NA | -0.77 | 0.55 | 0.36 | NA | NA | NA | … | … | -2.07 | 0.01 | 1.46 | 1.03 | -0.46 | 0.03 | -0.36 | 0.66 | 3.78 |
| Standard Deviation(%) | NA | 16.38 | 22.57 | 19.05 | NA | NA | NA | … | … | 7.52 | 29.65 | 21.85 | 13.60 | 10.82 | 651.52 | 14.35 | 24.44 | 2.50 |
| Draw Down(%) | NA | 16.08 | 23.26 | 23.26 | NA | NA | NA | … | … | 8.16 | 18.13 | 9.53 | 8.00 | 9.48 | 98.98 | 14.29 | 11.90 | 0.00 |
| Yield(%) | 0.00 | 1.17 | 2.13 | 1.74 | 1.18 | 0.79 | 0.59 | … | … | 1.22 | 1.19 | 0.00 | 2.78 | 2.52 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDAB (Coeur d'Alene Bancorp Inc) |
1.42%
Jan 2020 – Jan 2023 |
5.43%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDAB (Coeur d'Alene Bancorp Inc) |
22.20%
Apr 2022 – Apr 2025 |
16.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart