Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PBBI (PB Bancorp Inc) NA 39.61% 14.68% 20.47% 14.23% 5.47% NA … …
Data as of 05/01/2020, Common starting date is 10/06/2004
More Performance Analytics Comparison
Name Start Date End Date
PBBI (PB Bancorp Inc) 10/06/2004 05/01/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 1.94 39.61 14.68 20.47 14.23 5.47 NA … … 0.59 43.03 13.09 30.85 21.94 32.92 6.67 8.43 22.06 -16.05 -54.95 -19.30 6.60 -12.92 13.74
Sharpe Ratio NA 1.14 0.62 0.62 0.36 NA NA … … 0.06 1.30 0.20 0.81 0.60 0.76 0.20 0.17 0.25 -0.18 -0.74 -0.73 0.16 -0.73 2.72
Standard Deviation(%) NA 32.59 28.35 31.13 43.41 NA NA … … 21.24 32.40 25.89 38.20 36.71 43.39 34.05 49.49 89.09 91.85 75.12 30.76 20.47 20.73 25.86
Draw Down(%) NA 13.35 13.35 13.35 42.86 NA NA … … 13.35 8.78 12.70 10.03 15.58 22.76 16.06 29.57 44.47 49.81 62.00 32.80 8.05 20.83 5.63
Yield(%) 0.00 1.89 2.03 2.21 1.70 1.33 1.01 … … 0.46 2.48 2.82 1.28 0.00 0.00 0.00 0.00 0.00 3.50 4.78 2.26 1.71 1.80 0.47
Data as of 05/01/2020, Common starting date is 10/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBBI (PB Bancorp Inc) -33.70%
Sep 2006 – Sep 2009 		-19.79%
Dec 2004 – Dec 2009 		-2.71%
Dec 2004 – Dec 2014 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBBI (PB Bancorp Inc) 31.80%
Dec 2012 – Dec 2015 		27.03%
Aug 2013 – Aug 2018 		17.67%
Dec 2009 – Dec 2019 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return