Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBC (Five Star Bancorp) | 22.08% | 62.24% | 33.10% | 14.56% | 15.21% | 12.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBC (Five Star Bancorp) | 08/31/2007 | 06/04/2026 |
| 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 (%) | 2.13 | 62.24 | 33.10 | 14.56 | 15.21 | 12.73 | NA | … | … | 22.08 | 22.06 | 18.61 | -0.56 | -7.16 | 127.33 | -23.13 | 2.24 | 0.00 | 19.72 | 38.53 | 16.58 | 19.88 | 15.00 | 3.86 | -11.32 | -23.62 | 34.46 | -9.76 | -6.29 |
| Sharpe Ratio | NA | 2.06 | 1.03 | 0.33 | 0.39 | NA | NA | … | … | 2.28 | 0.70 | 0.47 | -0.12 | -0.25 | 0.80 | -1.27 | 0.04 | -0.06 | 1.38 | 1.36 | 0.46 | 0.76 | 0.45 | 0.14 | -0.31 | -1.34 | 0.49 | -0.20 | -0.40 |
| Standard Deviation(%) | NA | 25.97 | 29.43 | 31.55 | 34.15 | NA | NA | … | … | 22.83 | 27.46 | 31.85 | 35.88 | 34.52 | 79.33 | 43.49 | 17.08 | 22.05 | 13.89 | 28.23 | 36.06 | 26.13 | 33.45 | 27.68 | 36.64 | 17.71 | 69.64 | 54.42 | 51.06 |
| Draw Down(%) | NA | 13.07 | 25.42 | 40.76 | 40.76 | NA | NA | … | … | 13.07 | 20.89 | 19.70 | 36.41 | 24.04 | 18.82 | 29.76 | 10.46 | 13.73 | 4.84 | 11.74 | 13.91 | 12.80 | 15.26 | 22.04 | 34.07 | 30.15 | 32.43 | 37.84 | 27.11 |
| Yield(%) | 0.00 | 3.30 | 4.17 | 2.99 | 3.09 | 3.02 | 2.33 | … | … | 1.40 | 2.70 | 2.99 | 2.76 | 1.95 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBC (Five Star Bancorp) |
-12.64%
Sep 2007 – Sep 2010 |
-11.67%
Sep 2007 – Sep 2012 |
4.94%
Sep 2007 – Sep 2017 |
4.99%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBC (Five Star Bancorp) |
34.13%
May 2023 – May 2026 |
28.16%
Apr 2021 – Apr 2026 |
18.65%
Oct 2015 – Oct 2025 |
13.62%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart