Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CYSM (Community Bancorp of Santa Maria) | 12.80% | 60.68% | 33.53% | 12.90% | 11.51% | 9.38% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYSM (Community Bancorp of Santa Maria) | 05/02/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.78 | 60.68 | 33.53 | 12.90 | 11.51 | 9.38 | NA | … | … | 12.80 | 69.01 | 5.61 | 5.48 | -8.90 | 13.07 | -20.37 | 9.40 | -17.79 | 46.27 | 16.59 | 10.37 | 13.19 | -6.12 | 54.74 | 18.75 | -11.11 | -50.00 | -35.71 | -13.85 |
| Sharpe Ratio | NA | 1.51 | 1.24 | 0.38 | 0.36 | NA | NA | … | … | 0.70 | 2.55 | 0.25 | 0.04 | -0.54 | 0.65 | -0.55 | 0.40 | -1.30 | 1.77 | 0.59 | 0.66 | 0.48 | -0.23 | 0.80 | 0.21 | -0.14 | -0.61 | -0.67 | -0.61 |
| Standard Deviation(%) | NA | 24.61 | 21.88 | 25.29 | 25.99 | NA | NA | … | … | 22.72 | 26.09 | 7.95 | 41.40 | 19.02 | 20.14 | 37.45 | 19.62 | 14.79 | 25.84 | 27.89 | 15.66 | 27.68 | 27.02 | 69.22 | 87.38 | 82.95 | 81.75 | 54.18 | 37.76 |
| Draw Down(%) | NA | 9.02 | 12.26 | 34.53 | 46.19 | NA | NA | … | … | 9.02 | 8.42 | 2.88 | 23.71 | 16.45 | 16.31 | 38.92 | 12.14 | 20.76 | 14.32 | 12.52 | 7.28 | 17.45 | 12.58 | 23.53 | 33.60 | 34.91 | 54.44 | 50.00 | 27.35 |
| Yield(%) | 0.00 | 2.36 | 2.96 | 1.98 | 2.06 | 1.78 | 0.49 | … | … | 0.00 | 2.80 | 2.43 | 2.48 | 1.77 | 1.95 | 1.15 | 1.26 | 0.68 | 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 06/03/2026, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYSM (Community Bancorp of Santa Maria) |
-36.48%
Jul 2007 – Jul 2010 |
-14.31%
May 2008 – May 2013 |
-4.05%
Jun 2007 – Jun 2017 |
-3.12%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYSM (Community Bancorp of Santa Maria) |
38.61%
Mar 2023 – Mar 2026 |
16.79%
May 2013 – May 2018 |
12.12%
Nov 2009 – Nov 2019 |
11.48%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart