Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCBC (High Country Bancorp Inc) | 12.32% | 42.49% | 15.69% | 3.30% | 6.41% | 10.94% | 8.69% | … | … |
Data as of 06/03/2026, Common starting date is 12/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCBC (High Country Bancorp Inc) | 12/11/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 42.49 | 15.69 | 3.30 | 6.41 | 10.94 | 8.69 | … | … | 12.32 | 26.64 | -5.76 | -3.09 | -7.37 | 20.08 | -12.39 | 6.31 | 18.38 | -1.13 | 21.79 | 29.09 | -9.84 | 50.79 | 33.45 | 29.04 | -13.04 | 57.65 | -38.92 | 3.77 | -0.95 | 3.62 | -27.73 | 29.19 | 42.01 | 36.31 | 19.26 | -10.68 | -16.94 | 5.08 |
| Sharpe Ratio | NA | 1.72 | 0.43 | 0.02 | 0.18 | NA | NA | … | … | 2.16 | 0.83 | -0.31 | -0.18 | -0.54 | 0.96 | -0.44 | 0.25 | 0.97 | -0.07 | 0.73 | 0.78 | -0.24 | 0.77 | 0.61 | 0.85 | -0.26 | 0.37 | -0.51 | 0.02 | -0.19 | 0.08 | -0.87 | 1.50 | 1.87 | 1.66 | 0.37 | -0.31 | -0.54 | 9.81 |
| Standard Deviation(%) | NA | 21.54 | 28.24 | 27.43 | 25.18 | NA | NA | … | … | 12.58 | 28.90 | 29.96 | 38.60 | 16.44 | 20.96 | 28.82 | 19.13 | 17.64 | 26.16 | 29.47 | 37.29 | 41.51 | 66.33 | 54.96 | 34.11 | 50.03 | 154.31 | 78.49 | 28.33 | 23.69 | 17.49 | 32.91 | 18.94 | 21.85 | 20.82 | 40.53 | 45.05 | 37.83 | 16.06 |
| Draw Down(%) | NA | 9.17 | 19.73 | 30.74 | 32.90 | NA | NA | … | … | 4.82 | 11.62 | 19.73 | 23.46 | 20.37 | 8.51 | 29.67 | 8.72 | 6.78 | 12.36 | 16.10 | 17.27 | 23.33 | 35.00 | 20.00 | 17.50 | 31.62 | 53.60 | 55.21 | 22.99 | 14.89 | 12.00 | 44.93 | 11.07 | 8.51 | 6.35 | 20.92 | 25.93 | 33.87 | 1.61 |
| Yield(%) | 0.00 | 6.73 | 6.45 | 4.45 | 5.42 | 9.91 | 7.54 | … | … | 2.77 | 6.45 | 5.76 | 5.26 | 4.65 | 5.32 | 3.35 | 4.54 | 5.12 | 4.82 | 5.57 | 6.76 | 5.71 | 8.15 | 6.41 | 6.25 | 4.62 | 4.62 | 2.61 | 2.30 | 2.22 | 1.25 | 0.81 | 2.07 | 2.86 | 3.77 | 3.26 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBC (High Country Bancorp Inc) |
-17.49%
Jun 2006 – Jun 2009 |
-16.90%
Apr 2004 – Apr 2009 |
1.41%
Jul 1999 – Jul 2009 |
5.70%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBC (High Country Bancorp Inc) |
46.15%
Jul 2000 – Jul 2003 |
30.61%
May 2009 – May 2014 |
21.84%
May 2009 – May 2019 |
13.26%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart