Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORBN (Oregon Bancorp Inc) | 1.12% | 32.15% | 7.79% | -4.22% | 14.02% | 13.10% | 5.35% | … | … |
Data as of 06/04/2026, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORBN (Oregon Bancorp Inc) | 06/17/2004 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 32.15 | 7.79 | -4.22 | 14.02 | 13.10 | 5.35 | … | … | 1.12 | 20.19 | 10.89 | -33.97 | -7.98 | -2.56 | 73.27 | 68.77 | -42.36 | 101.12 | 68.68 | 12.67 | -7.31 | 24.30 | 44.44 | -10.00 | -14.11 | -6.32 | -33.49 | -22.47 | 10.62 | 19.61 | -1.92 |
| Sharpe Ratio | NA | 1.74 | 0.15 | -0.23 | 0.37 | NA | NA | … | … | 0.32 | 0.86 | 0.32 | -1.31 | -0.26 | -0.08 | 1.82 | 2.38 | -0.69 | 2.83 | 2.85 | 0.70 | -0.56 | 0.58 | 0.96 | -0.20 | -0.35 | -0.27 | -0.76 | -1.18 | 0.28 | 0.84 | -0.38 |
| Standard Deviation(%) | NA | 18.46 | 22.31 | 27.34 | 35.41 | NA | NA | … | … | 16.01 | 20.11 | 23.05 | 28.88 | 36.98 | 33.43 | 40.02 | 28.23 | 63.53 | 35.69 | 24.05 | 18.07 | 13.18 | 42.01 | 46.86 | 49.08 | 40.39 | 23.46 | 44.94 | 21.76 | 25.92 | 20.74 | 12.57 |
| Draw Down(%) | NA | 9.35 | 29.39 | 55.37 | 57.42 | NA | NA | … | … | 3.85 | 18.76 | 23.69 | 39.38 | 32.46 | 24.24 | 23.84 | 8.45 | 51.74 | 12.92 | 8.58 | 6.76 | 10.36 | 19.23 | 17.00 | 36.68 | 35.58 | 19.54 | 40.00 | 31.58 | 17.69 | 9.33 | 7.84 |
| Yield(%) | 0.00 | 3.92 | 4.07 | 4.80 | 28.74 | 35.06 | 12.35 | … | … | 1.54 | 3.48 | 3.13 | 4.60 | 14.40 | 11.24 | 7.24 | 7.60 | 5.71 | 8.39 | 4.74 | 2.89 | 0.00 | 1.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORBN (Oregon Bancorp Inc) |
-29.53%
Sep 2007 – Sep 2010 |
-20.46%
Mar 2006 – Mar 2011 |
-4.76%
Mar 2006 – Mar 2016 |
5.35%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORBN (Oregon Bancorp Inc) |
56.36%
Dec 2014 – Dec 2017 |
45.97%
Feb 2016 – Feb 2021 |
29.44%
Feb 2011 – Feb 2021 |
15.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart