Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVCY (Central Valley Community Bancorp) | NA | -2.44% | 4.77% | NA | NA | NA | NA | … | … |
Data as of 03/28/2024, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVCY (Central Valley Community Bancorp) | 09/03/2020 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.16 | -2.44 | 4.77 | NA | NA | NA | NA | … | … | -10.45 | 8.59 | 4.57 | 42.86 | 24.41 |
| Sharpe Ratio | NA | -0.15 | 0.05 | NA | NA | NA | NA | … | … | -1.37 | 0.10 | 0.12 | 1.28 | 2.04 |
| Standard Deviation(%) | NA | 40.98 | 32.33 | NA | NA | NA | NA | … | … | 29.52 | 43.37 | 25.96 | 33.43 | 46.91 |
| Draw Down(%) | NA | 38.92 | 50.43 | NA | NA | NA | NA | … | … | 22.11 | 50.43 | 38.23 | 14.86 | 15.29 |
| Yield(%) | 0.00 | 2.28 | 2.57 | 2.75 | 1.38 | 0.92 | 0.69 | … | … | 0.54 | 2.28 | 2.28 | 3.14 | 0.91 |
Data as of 03/28/2024, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVCY (Central Valley Community Bancorp) |
4.54%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVCY (Central Valley Community Bancorp) |
17.50%
Dec 2020 – Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart