Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FFWM (First Foundation Inc.) -4.22% 13.68% -7.01% -23.29% -5.36% NA NA
Data as of 03/31/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
Name Start Date End Date
FFWM (First Foundation Inc.) 11/04/2014 03/31/2026
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
Annualized Return (%) 0.51 13.68 -7.01 -23.29 -5.36 NA NA -4.22 -0.81 -37.87 -31.35 -41.07 26.15 17.07 37.17 -30.64 30.11 20.81 30.04 0.78
Sharpe Ratio NA 0.28 -0.17 -0.45 -0.15 NA NA -0.53 -0.09 -0.68 -0.40 -1.28 0.85 0.27 1.49 -1.19 1.34 0.95 1.31 0.16
Standard Deviation(%) NA 38.92 62.60 56.97 47.57 NA NA 35.06 42.89 65.60 90.33 33.26 30.66 62.52 24.05 26.94 22.10 21.59 22.91 32.19
Draw Down(%) NA 21.67 57.85 86.54 86.54 NA NA 14.98 28.44 53.99 76.65 49.59 16.82 51.99 15.75 40.43 13.40 14.33 11.18 10.75
Yield(%) 0.00 0.00 0.31 0.76 1.30 1.08 0.81 0.00 0.00 0.21 1.12 1.71 1.82 1.62 1.49 0.00 0.00 0.00 0.00 0.00
Data as of 03/31/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFWM (First Foundation Inc.) -41.65%
Feb 2022 – Feb 2025
-26.34%
May 2018 – May 2023
-6.80%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFWM (First Foundation Inc.) 29.72%
Jan 2015 – Jan 2018
17.89%
May 2016 – May 2021
-2.84%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return