Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVBF (CVB Financial Corp.) | 11.36% | 14.88% | 21.05% | 2.21% | 5.16% | 9.75% | 4.77% | … | … |
Data as of 06/05/2026, Common starting date is 04/04/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVBF (CVB Financial Corp.) | 04/04/1983 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 14.88 | 21.05 | 2.21 | 5.16 | 9.75 | 4.77 | … | … | 11.36 | -9.45 | 11.94 | -18.47 | 24.02 | 13.58 | -5.25 | 10.19 | -11.98 | 5.10 | 38.42 | 8.70 | -3.12 | 69.04 | 7.75 | 19.36 | 4.20 | -23.91 | 19.63 | -26.41 | -27.16 | -22.17 | 40.66 | -21.91 | 74.10 | 44.17 | 18.14 | 2.78 | -26.67 | 77.84 | 38.02 | -5.47 | 28.00 | 33.33 | -1.32 | -12.64 | -51.40 | 65.74 | 10.20 | 22.50 | 50.94 | 73.77 | -40.20 | 59.38 |
| Sharpe Ratio | NA | 0.38 | 0.58 | -0.01 | 0.11 | NA | NA | … | … | 1.02 | -0.44 | 0.23 | -0.47 | 1.04 | 0.49 | -0.11 | 0.42 | -0.61 | 0.18 | 1.40 | 0.36 | -0.14 | 3.42 | 0.32 | 0.45 | 0.09 | -0.32 | 0.25 | -0.71 | -0.94 | -0.69 | 1.53 | -0.63 | 1.68 | 1.21 | 0.34 | -0.02 | -0.56 | 2.26 | 1.31 | -0.49 | 1.10 | 0.93 | -0.12 | -0.62 | -1.59 | 0.83 | 0.10 | 0.42 | 1.09 | 2.62 | -1.84 | 4.33 |
| Standard Deviation(%) | NA | 25.68 | 33.56 | 32.58 | 32.23 | NA | NA | … | … | 25.00 | 27.83 | 35.55 | 46.97 | 21.86 | 27.62 | 52.00 | 21.01 | 22.02 | 24.40 | 27.34 | 24.00 | 23.17 | 20.20 | 23.90 | 43.13 | 45.93 | 74.10 | 75.54 | 41.68 | 32.50 | 35.48 | 25.89 | 36.16 | 43.36 | 35.21 | 40.90 | 29.85 | 53.93 | 32.61 | 26.03 | 19.32 | 22.75 | 33.53 | 30.46 | 26.53 | 35.73 | 71.92 | 51.88 | 43.16 | 42.37 | 26.09 | 25.54 | 18.44 |
| Draw Down(%) | NA | 13.91 | 30.23 | 61.74 | 61.74 | NA | NA | … | … | 13.25 | 22.51 | 20.26 | 57.31 | 11.81 | 22.83 | 30.71 | 12.54 | 22.15 | 18.06 | 16.08 | 15.73 | 17.52 | 9.03 | 24.03 | 25.26 | 40.86 | 55.23 | 37.73 | 32.81 | 31.96 | 35.78 | 10.48 | 28.97 | 28.10 | 15.94 | 27.52 | 23.21 | 49.49 | 24.06 | 14.88 | 21.09 | 15.62 | 18.52 | 31.96 | 40.18 | 59.56 | 28.79 | 38.81 | 22.81 | 30.91 | 13.79 | 43.40 | 2.22 |
| Yield(%) | 0.00 | 4.30 | 6.06 | 3.48 | 3.97 | 7.17 | 3.71 | … | … | 1.07 | 3.84 | 4.98 | 2.38 | 3.57 | 3.69 | 4.18 | 3.31 | 2.38 | 2.26 | 2.19 | 3.03 | 2.98 | 3.55 | 4.13 | 2.92 | 3.74 | 2.93 | 4.32 | 2.52 | 2.18 | 1.55 | 2.52 | 2.83 | 2.73 | 5.07 | 2.62 | 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 06/05/2026, Common starting date is 04/04/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBF (CVB Financial Corp.) |
-26.08%
Apr 2006 – Apr 2009 |
-20.53%
Jun 2004 – Jun 2009 |
-5.65%
Dec 2002 – Dec 2012 |
1.45%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBF (CVB Financial Corp.) |
49.63%
Mar 1985 – Mar 1988 |
42.47%
Dec 1984 – Dec 1989 |
24.36%
Dec 1992 – Dec 2002 |
14.21%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart