Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPTB (First PacTrust Bancorp, Inc.) | NA | 9.48% | -0.25% | -13.57% | NA | NA | NA | … | … |
Data as of 09/30/2011, Common starting date is 10/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPTB (First PacTrust Bancorp, Inc.) | 10/03/2002 | 09/30/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.84 | 9.48 | -0.25 | -13.57 | NA | NA | NA | … | … | -12.60 | 155.19 | -42.20 | -43.78 | -32.17 | 4.13 | 1.49 | 24.59 | 34.57 | 19.05 |
| Sharpe Ratio | NA | 0.24 | 0.00 | -0.22 | NA | NA | NA | … | … | -0.41 | 2.40 | -0.46 | -0.74 | -1.25 | 0.05 | -0.04 | 1.30 | 2.34 | 5.97 |
| Standard Deviation(%) | NA | 39.93 | 77.22 | 66.38 | NA | NA | NA | … | … | 39.79 | 64.74 | 92.23 | 59.96 | 28.28 | 16.95 | 16.50 | 18.25 | 14.49 | 17.52 |
| Draw Down(%) | NA | 36.93 | 61.30 | 81.19 | NA | NA | NA | … | … | 36.93 | 30.46 | 49.73 | 52.87 | 33.06 | 8.89 | 12.50 | 17.46 | 7.67 | 3.92 |
| Yield(%) | 0.00 | 4.02 | 2.64 | 1.74 | 2.92 | 1.95 | 1.46 | … | … | 2.40 | 4.67 | 2.59 | 4.25 | 2.67 | 2.29 | 1.94 | 1.76 | 1.55 | 0.00 |
Data as of 09/30/2011, Common starting date is 10/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPTB (First PacTrust Bancorp, Inc.) |
-42.31%
Oct 2006 – Oct 2009 |
-27.41%
Oct 2004 – Oct 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPTB (First PacTrust Bancorp, Inc.) |
25.01%
Mar 2003 – Mar 2006 |
7.38%
Nov 2002 – Nov 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart