Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWBK (CommerceWest Bank) | 7.29% | 16.40% | 12.93% | 9.38% | 13.18% | 13.82% | 5.29% | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBK (CommerceWest Bank) | 10/08/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 16.40 | 12.93 | 9.38 | 13.18 | 13.82 | 5.29 | … | … | 7.29 | 6.61 | 21.28 | -0.06 | 7.17 | 53.07 | -12.69 | 24.10 | -10.78 | 35.01 | 10.00 | 22.61 | -6.12 | 55.31 | 59.82 | 7.49 | -19.85 | -29.73 | -32.73 | -30.38 | -3.66 | 41.38 | -10.27 | 13.48 |
| Sharpe Ratio | NA | 0.82 | 0.50 | 0.28 | 0.52 | NA | NA | … | … | 1.38 | 0.18 | 0.93 | -0.17 | 0.21 | 1.47 | -0.46 | 1.54 | -0.97 | 2.34 | 0.82 | 1.94 | -0.46 | 1.68 | 2.15 | 0.31 | -0.50 | -0.42 | -0.74 | -0.91 | -0.24 | 0.38 | -0.28 | 2.43 |
| Standard Deviation(%) | NA | 16.48 | 18.91 | 23.52 | 21.92 | NA | NA | … | … | 10.29 | 20.87 | 19.01 | 22.47 | 27.42 | 36.41 | 28.21 | 14.65 | 12.64 | 14.72 | 11.97 | 11.63 | 13.38 | 33.00 | 28.05 | 23.93 | 40.03 | 71.13 | 45.49 | 36.89 | 29.28 | 102.08 | 39.98 | 29.83 |
| Draw Down(%) | NA | 8.15 | 18.27 | 24.17 | 34.58 | NA | NA | … | … | 2.18 | 17.79 | 7.66 | 23.09 | 14.65 | 11.29 | 32.21 | 5.72 | 22.88 | 5.80 | 9.35 | 6.44 | 10.28 | 10.24 | 11.70 | 28.38 | 28.57 | 40.06 | 40.67 | 40.68 | 21.95 | 56.48 | 35.23 | 7.35 |
| Yield(%) | 0.00 | 2.73 | 3.19 | 3.19 | 5.13 | 6.91 | 2.09 | … | … | 0.64 | 2.58 | 3.04 | 2.95 | 2.90 | 3.85 | 3.33 | 3.42 | 3.00 | 3.94 | 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 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBK (CommerceWest Bank) |
-34.00%
Jun 2007 – Jun 2010 |
-23.96%
Dec 2005 – Dec 2010 |
-4.07%
Apr 2004 – Apr 2014 |
0.23%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBK (CommerceWest Bank) |
38.69%
Dec 2010 – Dec 2013 |
26.40%
Jan 2012 – Jan 2017 |
21.44%
Nov 2011 – Nov 2021 |
15.81%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart