Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSHX (Cashmere Valley Bank) | 8.14% | 21.45% | 27.19% | 5.10% | 9.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSHX (Cashmere Valley Bank) | 07/15/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 21.45 | 27.19 | 5.10 | 9.94 | NA | NA | … | … | 8.14 | 30.18 | 18.36 | 17.67 | -35.35 | 39.16 | -11.40 | 19.26 | -3.02 | 25.40 | 26.02 | 11.69 | 22.40 | 2.72 |
| Sharpe Ratio | NA | 1.66 | 1.69 | 0.15 | 0.40 | NA | NA | … | … | 2.75 | 1.82 | 1.00 | 0.62 | -2.52 | 2.11 | -0.28 | 1.29 | -0.25 | 1.07 | 1.24 | 1.52 | 0.90 | 0.50 |
| Standard Deviation(%) | NA | 12.36 | 14.48 | 16.11 | 21.78 | NA | NA | … | … | 6.71 | 15.10 | 14.72 | 22.77 | 14.65 | 18.51 | 42.08 | 13.80 | 17.66 | 23.33 | 20.76 | 7.66 | 24.78 | 11.69 |
| Draw Down(%) | NA | 5.00 | 10.62 | 43.44 | 43.44 | NA | NA | … | … | 1.94 | 9.72 | 10.62 | 21.57 | 38.61 | 4.04 | 38.29 | 5.04 | 25.01 | 12.61 | 9.80 | 3.12 | 11.74 | 3.33 |
| Yield(%) | 0.00 | 2.92 | 4.28 | 2.45 | 4.40 | 4.82 | 3.61 | … | … | 1.35 | 3.19 | 3.33 | 3.72 | 2.38 | 2.95 | 5.40 | 2.36 | 4.66 | 2.29 | 2.53 | 2.55 | 2.64 | 1.31 |
Data as of 06/04/2026, Common starting date is 07/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSHX (Cashmere Valley Bank) |
-9.24%
Jun 2021 – Jun 2024 |
-6.29%
May 2018 – May 2023 |
6.86%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSHX (Cashmere Valley Bank) |
27.34%
Sep 2015 – Sep 2018 |
22.06%
Sep 2013 – Sep 2018 |
10.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart