Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIBH (CIB Marine Bancshares Inc) | 5.61% | 6.44% | 17.84% | 10.35% | 15.90% | 21.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIBH (CIB Marine Bancshares Inc) | 01/08/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 6.44 | 17.84 | 10.35 | 15.90 | 21.58 | NA | … | … | 5.61 | 39.51 | 27.01 | -34.88 | -17.14 | 147.47 | -24.22 | -9.74 | 8.45 | 31.48 | 152.93 | -8.78 | -4.47 | 145.00 | 11.11 | 111.77 | -75.00 |
| Sharpe Ratio | NA | 0.35 | 0.40 | 0.21 | 0.31 | NA | NA | … | … | 0.73 | 1.31 | 0.62 | -1.58 | -1.14 | 3.48 | -0.41 | -0.29 | 0.12 | 0.70 | 1.24 | -0.10 | -0.06 | 1.20 | 0.05 | 0.56 | -0.36 |
| Standard Deviation(%) | NA | 22.70 | 28.84 | 26.70 | 43.26 | NA | NA | … | … | 15.17 | 28.56 | 33.38 | 24.86 | 16.23 | 42.34 | 59.44 | 38.80 | 59.61 | 44.45 | 122.21 | 91.18 | 80.51 | 120.47 | 224.16 | 199.73 | 211.38 |
| Draw Down(%) | NA | 13.44 | 34.23 | 60.87 | 60.87 | NA | NA | … | … | 5.17 | 14.56 | 20.37 | 42.90 | 26.40 | 11.59 | 34.48 | 31.90 | 30.13 | 12.75 | 43.88 | 45.31 | 45.78 | 44.30 | 55.56 | 54.55 | 85.00 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBH (CIB Marine Bancshares Inc) |
-15.16%
Mar 2013 – Mar 2016 |
-4.87%
Jun 2019 – Jun 2024 |
7.04%
Aug 2014 – Aug 2024 |
14.09%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBH (CIB Marine Bancshares Inc) |
89.45%
Apr 2011 – Apr 2014 |
66.25%
Oct 2011 – Oct 2016 |
38.00%
Oct 2011 – Oct 2021 |
26.82%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart