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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CUBB (Customers Bancorp Inc) 6.99% 9.39% 2.90% NA NA NA NA 5.24%
Data as of 07/08/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
Name Start Date End Date
CUBB (Customers Bancorp Inc) 09/03/2020 07/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020
Annualized Return (%) -1.03 9.39 2.90 NA NA NA NA 5.24 6.99 7.01 1.94 -18.56 10.43 16.84
Sharpe Ratio NA 0.27 -0.04 NA NA NA NA 0.08 0.58 0.15 -0.04 -1.02 0.82 3.13
Standard Deviation(%) NA 20.85 31.13 NA NA NA NA 26.17 16.28 22.80 44.61 19.73 12.65 19.59
Draw Down(%) NA 9.62 33.80 NA NA NA NA 42.29 7.60 13.24 33.80 25.94 7.98 4.55
Yield(%) 0.00 6.85 5.99 6.08 3.04 2.03 1.52 7.60 3.36 6.85 6.78 5.06 5.38 3.15
Data as of 07/08/2025, AR inception 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
0.00%
NA
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) 2.45%
May 2022 - May 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart