Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRC (FIRST REP BK SAN FRANCISCO CALIF N) | NA | -99.76% | -84.39% | -67.29% | -36.80% | NA | NA | … | … |
Data as of 05/22/2023, Common starting date is 12/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRC (FIRST REP BK SAN FRANCISCO CALIF N) | 12/09/2010 | 05/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | -99.76 | -84.39 | -67.29 | -36.80 | NA | NA | … | … | -99.70 | -40.13 | 41.36 | 25.97 | 36.15 | 1.08 | -5.32 | 40.72 | 28.02 | 0.39 | 61.04 | 8.07 | 5.12 | 4.30 |
| Sharpe Ratio | NA | -0.35 | -0.50 | -0.51 | -0.39 | NA | NA | … | … | -0.23 | -0.98 | 1.62 | 0.54 | 1.51 | -0.01 | -0.31 | 1.48 | 1.26 | 0.02 | 3.17 | 0.43 | 0.15 | 5.67 |
| Standard Deviation(%) | NA | 290.96 | 170.49 | 134.00 | 96.18 | NA | NA | … | … | 460.36 | 42.27 | 25.51 | 47.88 | 23.08 | 23.30 | 19.10 | 27.26 | 22.19 | 24.12 | 19.22 | 18.97 | 34.81 | 18.11 |
| Draw Down(%) | NA | 99.81 | 99.85 | 99.85 | 99.85 | NA | NA | … | … | 99.78 | 45.91 | 11.59 | 37.29 | 17.05 | 24.29 | 17.50 | 16.78 | 13.07 | 17.71 | 8.34 | 12.32 | 35.03 | 2.18 |
| Yield(%) | 0.00 | 0.54 | 0.88 | 0.81 | 1.80 | 1.76 | 1.32 | … | … | 0.22 | 0.52 | 0.58 | 0.67 | 0.86 | 0.84 | 0.72 | 0.98 | 1.13 | 0.78 | 1.09 | 0.97 | 0.00 | 0.00 |
Data as of 05/22/2023, Common starting date is 12/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRC (FIRST REP BK SAN FRANCISCO CALIF N) |
-67.42%
Apr 2020 – Apr 2023 |
-47.62%
Apr 2018 – Apr 2023 |
-20.52%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRC (FIRST REP BK SAN FRANCISCO CALIF N) |
34.36%
Oct 2018 – Oct 2021 |
28.28%
Sep 2011 – Sep 2016 |
24.57%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart