Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBB (Customers Bancorp Inc) | 0.87% | 16.35% | 15.55% | 2.58% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBB (Customers Bancorp Inc) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 16.35 | 15.55 | 2.58 | NA | NA | NA | … | … | 0.87 | 21.31 | 7.01 | 1.94 | -18.56 | 10.43 | 16.84 |
| Sharpe Ratio | NA | 1.12 | 0.58 | 0.01 | NA | NA | NA | … | … | 0.12 | 1.30 | 0.15 | -0.04 | -1.02 | 0.82 | 3.13 |
| Standard Deviation(%) | NA | 13.29 | 22.73 | 25.63 | NA | NA | NA | … | … | 14.87 | 14.48 | 22.80 | 44.61 | 19.73 | 12.65 | 19.59 |
| Draw Down(%) | NA | 6.90 | 13.24 | 42.29 | NA | NA | NA | … | … | 6.90 | 7.60 | 13.24 | 33.80 | 25.94 | 7.98 | 4.55 |
| Yield(%) | 0.00 | 6.65 | 7.71 | 5.08 | 3.48 | 2.32 | 1.74 | … | … | 1.50 | 6.72 | 6.85 | 6.78 | 5.06 | 5.38 | 3.15 |
Data as of 06/03/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBB (Customers Bancorp Inc) |
-4.91%
Aug 2021 – Aug 2024 |
2.68%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBB (Customers Bancorp Inc) |
19.27%
Mar 2023 – Mar 2026 |
5.07%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart