Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBAM (Private Bancorp of America) | 27.01% | 33.71% | 34.79% | 24.22% | 16.40% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAM (Private Bancorp of America) | 02/23/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 33.71 | 34.79 | 24.22 | 16.40 | NA | NA | … | … | 27.01 | -0.85 | 62.86 | 8.06 | 20.19 | 45.68 | -16.85 | -3.05 | -9.82 | 31.32 | 21.89 | 12.77 | 20.62 | 27.76 | 10.91 |
| Sharpe Ratio | NA | 2.06 | 1.77 | 1.14 | 0.71 | NA | NA | … | … | 4.51 | -0.29 | 2.78 | 0.14 | 1.39 | 2.17 | -0.44 | -0.26 | -0.71 | 2.58 | 1.31 | 0.93 | 3.44 | 1.94 | 0.50 |
| Standard Deviation(%) | NA | 13.63 | 18.15 | 18.19 | 20.76 | NA | NA | … | … | 14.62 | 12.80 | 20.46 | 27.24 | 13.55 | 21.02 | 38.57 | 17.29 | 15.77 | 11.94 | 16.53 | 13.75 | 5.99 | 14.31 | 26.00 |
| Draw Down(%) | NA | 8.03 | 14.85 | 30.90 | 55.14 | NA | NA | … | … | 4.39 | 14.85 | 8.05 | 27.76 | 9.72 | 9.09 | 46.67 | 16.04 | 15.25 | 10.21 | 10.57 | 5.67 | 2.03 | 4.55 | 10.73 |
| 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 |
Data as of 06/10/2026, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAM (Private Bancorp of America) |
-19.06%
May 2017 – May 2020 |
-3.65%
May 2015 – May 2020 |
9.93%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAM (Private Bancorp of America) |
39.81%
Apr 2023 – Apr 2026 |
36.44%
Jul 2020 – Jul 2025 |
16.49%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart