Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBI (Customers Bancorp, Inc.) | 2.48% | 47.67% | 43.51% | 12.79% | 10.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBI (Customers Bancorp, Inc.) | 03/15/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 47.67 | 43.51 | 12.79 | 10.82 | NA | NA | … | … | 2.48 | 55.44 | -16.16 | 103.32 | -56.65 | 259.57 | -23.65 | 29.95 | -29.97 | -27.44 | 31.59 | 39.88 | -4.89 | 41.10 | 42.16 |
| Sharpe Ratio | NA | 1.29 | 0.95 | 0.23 | 0.19 | NA | NA | … | … | 0.13 | 1.35 | -0.51 | 1.36 | -1.11 | 5.67 | -0.29 | 0.95 | -1.01 | -1.11 | 0.94 | 1.22 | -0.21 | 1.62 | 0.94 |
| Standard Deviation(%) | NA | 33.59 | 43.69 | 52.25 | 49.18 | NA | NA | … | … | 34.56 | 39.72 | 45.09 | 73.54 | 52.21 | 45.81 | 82.52 | 30.29 | 30.84 | 25.31 | 33.11 | 32.55 | 23.61 | 25.29 | 59.55 |
| Draw Down(%) | NA | 20.31 | 36.05 | 78.56 | 78.56 | NA | NA | … | … | 20.31 | 26.79 | 34.20 | 50.86 | 64.01 | 19.48 | 62.96 | 20.34 | 46.65 | 30.79 | 19.99 | 22.43 | 25.30 | 14.17 | 28.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI (Customers Bancorp, Inc.) |
-29.98%
Sep 2017 – Sep 2020 |
-15.31%
Sep 2015 – Sep 2020 |
1.01%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI (Customers Bancorp, Inc.) |
55.33%
Mar 2023 – Mar 2026 |
42.31%
Sep 2020 – Sep 2025 |
13.13%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart