Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CUBI-PE (Customers Bancorp Inc) | 1.74% | 8.63% | 10.22% | 10.36% | NA | NA | NA | 7.67% |
Data as of 06/13/2025, AR inception is 04/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBI-PE (Customers Bancorp Inc) | 04/25/2016 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.63 | 10.22 | 10.36 | NA | NA | NA | 7.67 | 1.74 | 13.52 | 10.73 | 6.70 | 6.51 | 4.32 | 14.33 | -3.52 | 10.13 | 5.61 |
| Sharpe Ratio | NA | 0.63 | 0.30 | 0.42 | NA | NA | NA | 0.25 | 0.08 | 1.52 | 0.19 | 0.79 | 0.87 | 0.07 | 1.13 | -0.41 | 1.08 | 0.73 |
| Standard Deviation(%) | NA | 8.53 | 22.85 | 20.13 | NA | NA | NA | 23.81 | 10.02 | 6.52 | 38.34 | 6.68 | 7.50 | 55.63 | 11.33 | 12.03 | 8.83 | 10.94 |
| Draw Down(%) | NA | 3.71 | 27.94 | 27.94 | NA | NA | NA | 42.78 | 3.71 | 3.15 | 27.94 | 3.17 | 3.18 | 42.75 | 2.80 | 11.93 | 2.68 | 8.22 |
| Yield(%) | 0.00 | 10.07 | 9.98 | 9.08 | 6.81 | 4.54 | 3.40 | 7.57 | 4.75 | 10.67 | 10.33 | 6.65 | 5.90 | 6.23 | 6.39 | 6.06 | 6.26 | 4.01 |
Data as of 06/13/2025, AR inception is 04/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PE (Customers Bancorp Inc) |
-2.08%
Jul 2017 - Jul 2020 |
0.66%
Mar 2018 - Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PE (Customers Bancorp Inc) |
12.66%
Jul 2020 - Jul 2023 |
11.18%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart