Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBC (Mission Bancorp) | 14.44% | 11.49% | 4.08% | 6.79% | 14.87% | 13.95% | 6.13% | … | … |
Data as of 06/03/2026, Common starting date is 02/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBC (Mission Bancorp) | 02/18/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.01 | 11.49 | 4.08 | 6.79 | 14.87 | 13.95 | 6.13 | … | … | 14.44 | 4.45 | 5.82 | 2.02 | 16.96 | 36.90 | -29.56 | 10.81 | 49.76 | 65.65 | 30.02 | 9.30 | 16.84 | -2.83 | 5.32 | 4.44 | -0.04 | -11.37 | -39.13 | -17.12 | 71.30 | 24.62 |
| Sharpe Ratio | NA | 0.51 | 0.18 | 0.16 | 0.32 | NA | NA | … | … | 1.97 | 0.07 | 0.10 | -0.05 | 0.35 | 0.54 | -0.29 | 0.79 | 2.27 | 2.74 | 0.90 | 0.92 | 0.83 | -0.12 | 0.24 | 0.20 | 0.00 | -0.24 | -1.35 | -0.52 | 1.49 | 1.16 |
| Standard Deviation(%) | NA | 12.84 | 19.83 | 34.19 | 45.60 | NA | NA | … | … | 15.21 | 21.76 | 22.77 | 32.40 | 45.13 | 67.86 | 103.65 | 11.89 | 21.46 | 23.88 | 33.12 | 10.07 | 20.22 | 23.14 | 21.97 | 21.62 | 29.29 | 48.60 | 29.60 | 39.24 | 45.83 | 22.94 |
| Draw Down(%) | NA | 5.07 | 14.24 | 21.14 | 41.86 | NA | NA | … | … | 4.28 | 10.29 | 14.24 | 16.13 | 10.91 | 17.30 | 40.84 | 7.40 | 7.04 | 12.35 | 16.67 | 6.67 | 9.00 | 16.06 | 10.61 | 8.89 | 16.78 | 25.00 | 39.13 | 27.78 | 22.33 | 8.12 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBC (Mission Bancorp) |
-28.33%
May 2007 – May 2010 |
-15.66%
May 2007 – May 2012 |
-3.61%
Feb 2006 – Feb 2016 |
4.94%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBC (Mission Bancorp) |
52.47%
Sep 2015 – Sep 2018 |
32.99%
Sep 2013 – Sep 2018 |
19.69%
May 2013 – May 2023 |
14.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart