Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSBX (Golden State Bancorp) | 20.76% | 49.64% | 25.90% | 14.82% | 10.20% | 9.90% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBX (Golden State Bancorp) | 05/02/2007 | 06/03/2026 |
| 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 (%) | 0.00 | 49.64 | 25.90 | 14.82 | 10.20 | 9.90 | NA | … | … | 20.76 | 13.86 | 20.19 | 18.33 | 5.88 | 23.82 | -8.47 | -18.48 | 41.00 | 11.06 | -2.08 | 0.00 | 215.79 | -5.00 | -69.23 | -45.83 | -31.43 | -68.18 | -56.00 | -15.25 |
| Sharpe Ratio | NA | 2.98 | 1.23 | 0.44 | 0.15 | NA | NA | … | … | 3.30 | 0.57 | 0.66 | 0.88 | 0.25 | 0.47 | -0.28 | -1.99 | 0.87 | 0.34 | -0.02 | 0.00 | 1.21 | -0.02 | -0.84 | -0.24 | -0.13 | -0.42 | -0.63 | -1.02 |
| Standard Deviation(%) | NA | 15.90 | 18.79 | 27.65 | 32.13 | NA | NA | … | … | 16.95 | 19.73 | 20.76 | 16.08 | 17.98 | 50.48 | 31.26 | 10.00 | 45.73 | 30.79 | 108.83 | 97.50 | 177.76 | 201.52 | 82.38 | 194.04 | 243.42 | 162.74 | 90.63 | 24.18 |
| Draw Down(%) | NA | 4.70 | 13.39 | 29.17 | 51.25 | NA | NA | … | … | 4.70 | 13.39 | 10.43 | 9.75 | 9.72 | 29.17 | 21.05 | 19.57 | 30.91 | 12.94 | 61.00 | 47.06 | 50.00 | 74.67 | 75.00 | 86.67 | 85.45 | 78.18 | 82.52 | 16.67 |
| Yield(%) | 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 | 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 06/03/2026, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBX (Golden State Bancorp) |
-72.86%
May 2008 – May 2011 |
-56.27%
Dec 2007 – Dec 2012 |
-27.12%
Jul 2007 – Jul 2017 |
-17.20%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBX (Golden State Bancorp) |
45.69%
Dec 2013 – Dec 2016 |
37.97%
May 2011 – May 2016 |
19.73%
Jan 2014 – Jan 2024 |
16.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart