Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBI-PD (Customers Bancorp Inc) | NA | 13.50% | 5.22% | 5.25% | NA | NA | NA | … | … |
Data as of 09/14/2021, Common starting date is 01/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBI-PD (Customers Bancorp Inc) | 01/27/2016 | 09/14/2021 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.50 | 5.22 | 5.25 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 6.38 | 6.13 | 6.08 | 3.60 | 2.40 | 1.80 | … | … |
Data as of 09/14/2021, Common starting date is 01/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PD (Customers Bancorp Inc) |
-1.74%
Jul 2017 – Jul 2020 |
5.08%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PD (Customers Bancorp Inc) |
7.70%
Apr 2016 – Apr 2019 |
6.63%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart