Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIBC (Liberty Bancorp (South San Francisco CA)) | NA | 38.50% | 14.37% | 13.29% | 11.52% | 1.28% | NA | … | … |
Data as of 09/07/2022, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBC (Liberty Bancorp (South San Francisco CA)) | 05/10/2007 | 09/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.50 | 14.37 | 13.29 | 11.52 | 1.28 | NA | … | … | 39.84 | 16.59 | -25.67 | 50.00 | 2.30 | -3.46 | 55.65 | 8.42 | 0.00 | 19.64 | -17.11 | -25.77 | -10.68 | -8.75 | -31.03 | -21.30 |
| Sharpe Ratio | NA | 1.15 | 0.49 | 0.52 | 0.31 | NA | NA | … | … | 1.57 | 0.95 | -0.90 | 2.22 | 0.61 | -0.32 | 1.98 | 0.90 | 0.00 | 1.86 | -0.98 | -1.12 | -0.75 | -0.13 | -0.86 | -1.49 |
| Standard Deviation(%) | NA | 33.14 | 29.19 | 24.00 | 35.26 | NA | NA | … | … | 40.21 | 25.63 | 28.73 | 21.86 | 1.62 | 12.81 | 27.89 | 9.34 | 90.02 | 10.55 | 17.68 | 23.06 | 14.32 | 69.34 | 37.10 | 22.68 |
| Draw Down(%) | NA | 4.61 | 34.43 | 34.43 | 47.96 | NA | NA | … | … | 4.61 | 11.54 | 34.43 | 10.58 | 0.00 | 10.52 | 13.11 | 3.85 | 47.96 | 2.86 | 17.11 | 26.38 | 17.53 | 37.93 | 41.94 | 21.30 |
| 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 |
Data as of 09/07/2022, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBC (Liberty Bancorp (South San Francisco CA)) |
-29.81%
Oct 2009 – Oct 2012 |
-19.97%
Jun 2007 – Jun 2012 |
-6.84%
Jun 2007 – Jun 2017 |
-0.25%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBC (Liberty Bancorp (South San Francisco CA)) |
22.05%
Nov 2016 – Nov 2019 |
20.51%
Jan 2015 – Jan 2020 |
12.05%
Jul 2012 – Jul 2022 |
1.28%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart