Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTBK (Heritage Commerce Corp) | 14.28% | 64.23% | 25.58% | 7.96% | 7.85% | 10.70% | -0.20% | … | … |
Data as of 04/21/2026, Common starting date is 07/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTBK (Heritage Commerce Corp) | 07/21/1998 | 04/21/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 64.23 | 25.58 | 7.96 | 7.85 | 10.70 | -0.20 | … | … | 14.28 | 35.05 | 0.12 | -19.19 | 13.59 | 41.02 | -26.22 | 17.61 | -23.82 | 9.16 | 24.98 | 39.97 | 9.53 | 19.03 | 47.26 | 5.33 | 11.94 | -64.09 | -37.47 | -30.12 | 24.96 | 13.04 | 54.63 | 42.36 | 10.77 | -15.68 | -42.19 | -23.81 | 44.83 |
| Sharpe Ratio | NA | 2.33 | 0.70 | 0.17 | 0.18 | NA | NA | … | … | 1.95 | 1.16 | -0.12 | -0.51 | 0.47 | 1.32 | -0.39 | 0.68 | -1.10 | 0.41 | 0.93 | 1.55 | 0.51 | 0.73 | 1.40 | 0.10 | 0.21 | -0.57 | -0.42 | -0.82 | 0.79 | 0.40 | 2.05 | 1.37 | 0.39 | -0.41 | -1.01 | -0.44 | 2.40 |
| Standard Deviation(%) | NA | 26.42 | 31.95 | 32.10 | 34.62 | NA | NA | … | … | 27.33 | 27.88 | 29.82 | 45.55 | 26.02 | 31.12 | 67.02 | 23.77 | 22.89 | 20.71 | 26.69 | 25.72 | 18.59 | 26.14 | 34.01 | 51.67 | 56.76 | 112.12 | 90.83 | 40.93 | 27.29 | 26.91 | 26.11 | 30.48 | 24.75 | 44.61 | 45.94 | 61.59 | 51.43 |
| Draw Down(%) | NA | 13.47 | 23.45 | 52.95 | 62.03 | NA | NA | … | … | 12.34 | 23.26 | 19.61 | 47.83 | 14.78 | 13.45 | 49.38 | 21.23 | 38.08 | 11.35 | 23.67 | 12.46 | 7.62 | 10.08 | 12.74 | 31.07 | 42.37 | 78.64 | 54.88 | 40.68 | 10.09 | 11.35 | 10.85 | 16.12 | 18.07 | 28.31 | 44.53 | 55.04 | 19.05 |
| Yield(%) | 0.00 | 7.47 | 6.95 | 4.58 | 4.96 | 7.49 | 1.27 | … | … | 2.16 | 5.63 | 5.28 | 4.02 | 4.37 | 5.91 | 4.06 | 4.07 | 2.87 | 2.84 | 3.13 | 3.61 | 2.17 | 0.85 | 0.00 | 0.00 | 0.00 | 0.18 | 1.83 | 0.98 | 0.92 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/21/2026, Common starting date is 07/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTBK (Heritage Commerce Corp) |
-51.75%
Oct 2006 – Oct 2009 |
-30.85%
Oct 2004 – Oct 2009 |
-16.09%
Oct 1999 – Oct 2009 |
-8.04%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTBK (Heritage Commerce Corp) |
41.19%
Nov 2001 – Nov 2004 |
30.34%
Nov 2001 – Nov 2006 |
18.53%
Oct 2009 – Oct 2019 |
12.39%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart