Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUV (CMUV Bancorp) | NA | 37.69% | 23.53% | 30.30% | 16.15% | 18.06% | NA | … | … |
Data as of 10/02/2025, Common starting date is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUV (CMUV Bancorp) | 04/08/2008 | 10/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 37.69 | 23.53 | 30.30 | 16.15 | 18.06 | NA | … | … | 21.29 | 37.32 | 7.82 | 10.52 | 51.98 | -8.81 | 28.82 | -13.16 | 44.12 | 3.03 | 27.91 | 0.19 | 3.00 | -9.09 | 37.50 | -33.33 | -33.33 | -14.29 |
| Sharpe Ratio | NA | 2.25 | 0.91 | 1.35 | 0.53 | NA | NA | … | … | 2.30 | 1.88 | 0.13 | 0.98 | 2.39 | -0.20 | 0.76 | -0.66 | 1.59 | 0.13 | 0.68 | 0.01 | 0.06 | -0.13 | 0.40 | -0.28 | -0.32 | -1.46 |
| Standard Deviation(%) | NA | 15.42 | 22.04 | 20.84 | 27.47 | NA | NA | … | … | 11.47 | 17.91 | 31.70 | 9.28 | 21.93 | 44.98 | 35.89 | 22.24 | 27.47 | 22.35 | 41.12 | 22.46 | 48.51 | 69.83 | 93.35 | 117.62 | 105.45 | 13.49 |
| Draw Down(%) | NA | 5.95 | 25.79 | 25.79 | 41.25 | NA | NA | … | … | 5.26 | 5.95 | 25.79 | 4.49 | 6.96 | 41.25 | 23.35 | 30.45 | 15.00 | 15.56 | 17.57 | 14.83 | 25.00 | 34.73 | 43.75 | 58.33 | 66.67 | 14.29 |
| Yield(%) | 0.00 | 1.97 | 2.93 | 5.36 | 3.87 | 6.96 | 1.24 | … | … | 1.17 | 3.12 | 2.86 | 2.92 | 4.29 | 2.99 | 3.98 | 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 10/02/2025, Common starting date is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUV (CMUV Bancorp) |
-20.63%
Jul 2008 – Jul 2011 |
-15.14%
May 2008 – May 2013 |
-0.56%
Dec 2008 – Dec 2018 |
2.22%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUV (CMUV Bancorp) |
28.48%
Mar 2020 – Mar 2023 |
29.93%
Sep 2020 – Sep 2025 |
19.30%
May 2015 – May 2025 |
18.07%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart