Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRCB (First Republic Bank) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/16/2024, Common starting date is 12/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRCB (First Republic Bank) | 12/09/2010 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -99.97 | -40.98 | 40.55 | 25.10 | 35.16 | 0.30 | -5.97 | 39.48 | 26.75 | -0.44 | 59.70 | 7.09 | 5.12 | 4.30 |
| Sharpe Ratio | NA | -0.16 | -0.28 | -0.31 | -0.30 | NA | NA | … | … | -0.19 | -0.24 | -1.01 | 1.59 | 0.52 | 1.46 | -0.04 | -0.35 | 1.44 | 1.20 | -0.02 | 3.11 | 0.37 | 0.15 | 5.67 |
| Standard Deviation(%) | NA | 449.01 | 360.45 | 280.37 | 198.91 | NA | NA | … | … | 449.57 | 442.37 | 42.27 | 25.54 | 47.88 | 23.07 | 23.34 | 19.07 | 27.23 | 22.20 | 24.12 | 19.20 | 18.95 | 34.81 | 18.11 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 99.99 | 46.43 | 11.59 | 37.39 | 17.21 | 24.45 | 17.64 | 16.78 | 13.07 | 17.71 | 8.34 | 12.32 | 35.03 | 2.18 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.51 | 4.33 | 5.49 | 4.12 | … | … | 0.00 | 0.22 | 0.52 | 0.58 | 0.67 | 0.86 | 0.84 | 17.47 | 0.98 | 1.13 | 1.05 | 1.09 | 0.97 | 0.00 | 0.00 |
Data as of 12/16/2024, 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 |
|---|---|---|---|---|
| FRCB (First Republic Bank) |
-96.40%
Oct 2021 – Oct 2024 |
-84.38%
Nov 2019 – Nov 2024 |
-56.44%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRCB (First Republic Bank) |
38.04%
Jul 2014 – Jul 2017 |
31.04%
Jul 2012 – Jul 2017 |
26.81%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart