Performance Comparison
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