Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBCN (Middlefield Banc) | -1.93% | 36.10% | 9.42% | 12.96% | 18.52% | 18.22% | 10.30% | … | … |
Data as of 02/27/2026, Common starting date is 02/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBCN (Middlefield Banc) | 02/27/2003 | 02/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.29 | 36.10 | 9.42 | 12.96 | 18.52 | 18.22 | 10.30 | … | … | -1.93 | 26.66 | -10.59 | 21.87 | 13.89 | 13.46 | -11.20 | 155.46 | -9.84 | 27.52 | 23.34 | -0.42 | 33.89 | 6.83 | 53.54 | 2.71 | -5.93 | 1.89 | -40.54 | -3.03 | 5.42 | 14.78 | 34.80 | 17.63 |
| Sharpe Ratio | NA | 0.69 | 0.13 | 0.25 | 0.39 | NA | NA | … | … | -0.44 | 0.48 | -0.30 | 0.50 | 0.74 | 0.40 | -0.19 | 2.05 | -0.46 | 0.88 | 1.04 | -0.02 | 1.38 | 0.18 | 1.60 | 0.11 | -0.16 | 0.04 | -1.01 | -0.37 | 0.15 | 0.45 | 2.31 | 1.36 |
| Standard Deviation(%) | NA | 47.94 | 45.14 | 38.07 | 43.51 | NA | NA | … | … | 31.95 | 49.87 | 46.64 | 37.11 | 16.92 | 33.70 | 60.54 | 75.21 | 24.72 | 30.52 | 22.27 | 25.55 | 24.57 | 38.31 | 33.74 | 25.45 | 38.13 | 47.62 | 40.83 | 16.93 | 13.23 | 27.65 | 14.65 | 15.05 |
| Draw Down(%) | NA | 18.82 | 42.70 | 42.70 | 52.45 | NA | NA | … | … | 8.47 | 18.82 | 35.73 | 23.59 | 9.34 | 19.47 | 50.78 | 12.81 | 25.04 | 21.66 | 8.57 | 15.00 | 8.20 | 22.79 | 11.40 | 13.70 | 31.74 | 31.89 | 44.23 | 9.16 | 4.65 | 15.13 | 4.48 | 4.69 |
| Yield(%) | 0.00 | 4.10 | 3.18 | 3.93 | 4.34 | 7.22 | 3.35 | … | … | 0.62 | 3.02 | 2.44 | 3.10 | 3.27 | 3.13 | 2.25 | 4.00 | 2.38 | 2.77 | 3.33 | 3.18 | 4.00 | 3.86 | 6.03 | 6.06 | 5.07 | 4.67 | 2.84 | 2.40 | 2.32 | 3.08 | 3.66 | 2.13 |
Data as of 02/27/2026, Common starting date is 02/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCN (Middlefield Banc) |
-24.70%
Nov 2006 – Nov 2009 |
-12.78%
Oct 2006 – Oct 2011 |
1.58%
May 2005 – May 2015 |
5.98%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCN (Middlefield Banc) |
46.03%
Nov 2016 – Nov 2019 |
29.72%
Nov 2014 – Nov 2019 |
26.08%
Nov 2009 – Nov 2019 |
19.20%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart