Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFNB (California First National Bancorp) | -18.94% | -4.27% | 4.08% | 6.22% | 5.97% | 7.01% | 6.66% | 5.59% |
Data as of 07/18/2025, AR inception is 04/08/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNB (California First National Bancorp) | 04/08/1987 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -4.27 | 4.08 | 6.22 | 5.97 | 7.01 | 6.66 | 5.59 | -18.94 | 43.24 | 3.72 | -10.28 | 18.81 | -5.84 | 21.39 | -3.16 | -0.56 | 21.83 | -3.75 | -3.27 | 3.49 | 4.96 | 19.19 | 18.30 | 113.24 | -28.91 | -27.90 | 10.29 | 8.15 | 4.32 | 13.33 | 13.57 | 14.50 | -6.44 | -26.97 | -8.71 | 60.98 | 28.12 | -13.51 | -8.64 | 26.56 | 13.27 | 56.94 | -16.28 | -39.44 | 39.22 | -3.77 |
| Sharpe Ratio | NA | -0.27 | 0.02 | 0.27 | 0.25 | NA | NA | 0.07 | -1.42 | 2.71 | -0.05 | -1.92 | 1.28 | -0.28 | 0.91 | -0.21 | -0.05 | 0.96 | -0.31 | -0.19 | 0.13 | 0.18 | 0.64 | 0.60 | 1.41 | -0.37 | -0.62 | 0.30 | 0.16 | 0.11 | 0.27 | 0.18 | 0.17 | -0.14 | -0.41 | -0.14 | 1.36 | 0.88 | -0.54 | -0.34 | 0.64 | 0.28 | 1.02 | -0.27 | -0.98 | 0.65 | -0.14 |
| Standard Deviation(%) | NA | 21.08 | 14.98 | 14.83 | 18.62 | NA | NA | 45.79 | 25.82 | 13.65 | 10.70 | 6.10 | 14.72 | 21.94 | 22.06 | 21.16 | 24.36 | 22.57 | 12.14 | 16.90 | 25.77 | 27.68 | 29.82 | 30.25 | 80.03 | 79.84 | 49.64 | 23.45 | 36.50 | 29.90 | 47.51 | 69.91 | 72.23 | 74.11 | 72.89 | 84.41 | 42.01 | 27.86 | 32.39 | 33.93 | 38.12 | 38.55 | 51.80 | 79.58 | 45.94 | 53.14 | 65.74 |
| Draw Down(%) | NA | 23.92 | 23.92 | 23.92 | 31.09 | NA | NA | 76.09 | 23.88 | 6.25 | 12.69 | 12.11 | 8.08 | 21.24 | 10.01 | 18.60 | 31.09 | 10.17 | 11.16 | 10.95 | 18.50 | 14.55 | 13.65 | 14.10 | 25.70 | 44.72 | 35.13 | 15.63 | 23.46 | 19.08 | 36.14 | 38.44 | 46.23 | 37.50 | 49.24 | 50.52 | 10.34 | 9.38 | 23.65 | 18.60 | 14.29 | 19.30 | 21.54 | 34.88 | 45.57 | 33.96 | 59.70 |
| Yield(%) | 0.00 | 0.00 | 0.77 | 1.95 | 2.87 | 5.02 | 5.12 | 5.85 | 0.00 | 2.39 | 0.00 | 0.00 | 3.70 | 3.24 | 3.67 | 3.31 | 3.05 | 3.48 | 3.16 | 2.76 | 2.54 | 13.52 | 7.72 | 7.60 | 11.20 | 5.05 | 3.50 | 3.31 | 3.17 | 16.51 | 2.17 | 1.40 | 1.60 | 1.47 | 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 07/18/2025, AR inception is 04/08/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNB (California First National Bancorp) |
-36.79%
Mar 1998 - Mar 2001 |
-14.91%
Mar 1998 - Mar 2003 |
-4.70%
Mar 1998 - Mar 2008 |
-0.30%
Dec 1993 - Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNB (California First National Bancorp) |
44.33%
Dec 2008 - Dec 2011 |
26.71%
Dec 2008 - Dec 2013 |
15.59%
Mar 2001 - Mar 2011 |
11.27%
Aug 1990 - Aug 2005 |
Annualized Rolling Returns Comparison Chart