Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVBF (CVB Financial Corp.) | -2.06% | 28.45% | -2.20% | 6.87% | 5.12% | 9.04% | 3.42% | 11.64% |
Data as of 07/03/2025, AR inception is 04/04/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVBF (CVB Financial Corp.) | 04/04/1983 | 07/03/2025 |
| 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 | 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 (%) | 6.66 | 28.45 | -2.20 | 6.87 | 5.12 | 9.04 | 3.42 | 11.64 | -2.06 | 11.94 | -18.47 | 24.02 | 13.58 | -5.23 | 10.21 | -11.98 | 5.09 | 38.47 | 8.65 | -3.13 | 69.00 | 7.73 | 19.38 | 4.21 | -23.82 | 19.68 | -26.44 | -27.16 | -22.17 | 40.65 | -21.89 | 74.14 | 44.18 | 18.11 | 2.78 | 0.00 | 95.63 | 38.02 | -5.47 | 28.00 | 33.33 | -1.32 | -12.64 | -51.40 | 107.18 | 10.20 | 53.13 | 88.68 | 73.77 | -40.20 | 59.38 |
| Sharpe Ratio | NA | 0.48 | -0.20 | 0.11 | 0.09 | NA | NA | 0.24 | -0.66 | 0.15 | -0.49 | 1.04 | 0.49 | -0.10 | 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 | -0.62 | 1.68 | 1.21 | 0.34 | -0.01 | -0.09 | 2.92 | 1.31 | -0.48 | 1.10 | 0.93 | -0.12 | -0.62 | -1.58 | 1.46 | 0.11 | 1.01 | 1.76 | 2.63 | -1.83 | 4.34 |
| Standard Deviation(%) | NA | 34.29 | 37.02 | 34.53 | 32.27 | NA | NA | 37.90 | 28.88 | 35.55 | 46.97 | 21.86 | 27.62 | 52.00 | 21.00 | 22.02 | 24.40 | 27.34 | 24.00 | 23.16 | 20.19 | 23.90 | 43.12 | 45.93 | 74.09 | 75.53 | 41.67 | 32.50 | 35.48 | 25.89 | 36.16 | 43.36 | 35.19 | 40.90 | 29.85 | 36.56 | 31.35 | 26.03 | 19.32 | 22.75 | 33.53 | 30.46 | 26.53 | 35.73 | 69.30 | 51.88 | 48.53 | 47.79 | 26.09 | 25.54 | 18.44 |
| Draw Down(%) | NA | 30.99 | 61.74 | 61.74 | 61.74 | NA | NA | 78.63 | 23.35 | 20.26 | 57.31 | 11.81 | 22.83 | 30.71 | 12.54 | 22.15 | 18.06 | 16.08 | 15.73 | 17.54 | 9.02 | 24.03 | 25.23 | 40.86 | 55.16 | 37.72 | 32.82 | 31.96 | 35.78 | 10.48 | 28.94 | 28.07 | 15.94 | 27.52 | 23.21 | 34.92 | 24.06 | 14.88 | 21.09 | 15.62 | 18.52 | 31.96 | 40.18 | 59.56 | 21.87 | 38.81 | 22.81 | 20.83 | 13.79 | 43.40 | 2.22 |
| Yield(%) | 0.00 | 3.56 | 2.67 | 4.00 | 3.69 | 5.96 | 3.36 | 97.58 | 0.00 | 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 07/03/2025, AR inception 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.) |
-26.06%
Apr 2006 - Apr 2009 |
-20.51%
Jun 2004 - Jun 2009 |
-5.64%
Dec 2002 - Dec 2012 |
1.46%
Nov 2004 - Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBF (CVB Financial Corp.) |
73.63%
Mar 1985 - Mar 1988 |
62.88%
Dec 1984 - Dec 1989 |
29.51%
Dec 1992 - Dec 2002 |
22.70%
Dec 1984 - Dec 1999 |
Annualized Rolling Returns Comparison Chart