Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZBC (Citizens Bancorp) | 34.38% | 37.13% | 6.43% | -2.50% | 4.08% | 4.12% | NA | … | … |
Data as of 04/14/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZBC (Citizens Bancorp) | 09/07/2007 | 04/14/2026 |
| 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 (%) | 0.00 | 37.13 | 6.43 | -2.50 | 4.08 | 4.12 | NA | … | … | 34.38 | 2.14 | -11.41 | 3.80 | -27.71 | 12.08 | -16.04 | 3.90 | 16.77 | 17.30 | 19.20 | 6.58 | 34.14 | 1.98 | 41.87 | -10.42 | -27.04 | 44.93 | -44.94 | 0.00 |
| Sharpe Ratio | NA | 2.24 | 0.12 | -0.20 | 0.10 | NA | NA | … | … | 7.52 | -0.09 | -0.77 | 0.00 | -1.41 | 0.48 | -0.41 | 0.20 | 0.97 | 1.72 | 0.76 | 0.34 | 1.74 | 0.05 | 1.34 | -0.17 | -0.88 | 0.42 | -0.52 | -0.04 |
| Standard Deviation(%) | NA | 15.36 | 25.71 | 24.26 | 24.67 | NA | NA | … | … | 24.34 | 8.65 | 19.46 | 41.41 | 20.66 | 25.26 | 39.73 | 12.09 | 15.86 | 9.74 | 25.08 | 19.18 | 19.62 | 42.13 | 31.59 | 59.80 | 30.79 | 108.01 | 88.04 | 70.09 |
| Draw Down(%) | NA | 6.40 | 32.24 | 39.86 | 45.43 | NA | NA | … | … | 2.93 | 8.12 | 16.11 | 27.85 | 35.84 | 12.11 | 35.09 | 7.47 | 10.38 | 3.44 | 11.05 | 10.18 | 7.51 | 26.60 | 12.00 | 39.21 | 33.33 | 45.00 | 59.05 | 25.84 |
| Yield(%) | 0.00 | 1.97 | 2.36 | 2.05 | 3.30 | 2.96 | 2.09 | … | … | 0.00 | 1.97 | 2.67 | 2.99 | 2.50 | 3.55 | 1.90 | 3.23 | 3.03 | 2.57 | 2.66 | 2.52 | 3.48 | 3.53 | 8.27 | 0.00 | 2.36 | 3.13 | 5.79 | 0.00 |
Data as of 04/14/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBC (Citizens Bancorp) |
-21.63%
Oct 2007 – Oct 2010 |
-9.56%
Mar 2019 – Mar 2024 |
-0.45%
Aug 2015 – Aug 2025 |
0.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZBC (Citizens Bancorp) |
24.73%
Dec 2011 – Dec 2014 |
20.07%
Sep 2013 – Sep 2018 |
15.46%
Apr 2009 – Apr 2019 |
7.05%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart