Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBCP (Liberty Bancorp Inc) | NA | 61.04% | 34.67% | 23.95% | 20.75% | NA | NA | … | … |
Data as of 07/31/2019, Common starting date is 11/09/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBCP (Liberty Bancorp Inc) | 11/09/2006 | 07/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 61.04 | 34.67 | 23.95 | 20.75 | NA | NA | … | … | 63.88 | 16.30 | 16.66 | 14.45 | 10.77 | 26.11 | 19.15 | 4.97 | 8.47 | 28.02 | 2.32 | -26.61 | -3.59 | 7.03 |
| Sharpe Ratio | NA | 1.16 | 1.02 | 0.84 | 0.77 | NA | NA | … | … | 2.00 | 1.21 | 0.70 | 0.97 | 0.97 | 1.51 | 0.95 | 0.69 | 0.33 | 0.73 | 0.04 | -0.75 | -0.40 | 6.47 |
| Standard Deviation(%) | NA | 51.38 | 33.07 | 27.61 | 26.48 | NA | NA | … | … | 66.51 | 12.37 | 22.88 | 14.55 | 11.09 | 17.33 | 20.02 | 7.20 | 25.84 | 38.19 | 52.28 | 36.55 | 16.58 | 9.58 |
| Draw Down(%) | NA | 14.81 | 16.25 | 16.25 | 22.83 | NA | NA | … | … | 9.80 | 5.56 | 16.25 | 8.10 | 8.90 | 10.41 | 12.50 | 2.40 | 10.00 | 19.71 | 26.88 | 29.36 | 11.57 | 1.06 |
| Yield(%) | 0.00 | 0.00 | 1.26 | 1.31 | 2.25 | 1.24 | 0.93 | … | … | 0.00 | 0.62 | 2.22 | 1.12 | 1.03 | 1.06 | 1.00 | 0.99 | 2.05 | 1.33 | 1.26 | 0.97 | 0.93 | 0.25 |
Data as of 07/31/2019, Common starting date is 11/09/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBCP (Liberty Bancorp Inc) |
-12.06%
Feb 2007 – Feb 2010 |
-0.44%
Feb 2007 – Feb 2012 |
7.23%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBCP (Liberty Bancorp Inc) |
37.80%
Apr 2016 – Apr 2019 |
26.73%
Apr 2014 – Apr 2019 |
20.76%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart