Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBBK (PB Bankshares Inc) | -6.34% | 29.90% | 14.35% | NA | NA | NA | NA | … | … |
Data as of 01/08/2026, Common starting date is 07/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBBK (PB Bankshares Inc) | 07/16/2021 | 01/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.90 | 14.35 | NA | NA | NA | NA | … | … | -6.34 | 39.40 | 22.09 | -7.66 | -0.07 | 0.96 |
| Sharpe Ratio | NA | 0.90 | 0.38 | NA | NA | NA | NA | … | … | NA | 1.28 | 0.55 | -0.44 | -0.06 | 0.79 |
| Standard Deviation(%) | NA | 29.95 | 28.46 | NA | NA | NA | NA | … | … | 0.00 | 29.13 | 28.62 | 27.07 | 23.26 | 12.21 |
| Draw Down(%) | NA | 13.38 | 23.22 | NA | NA | NA | NA | … | … | 6.34 | 13.10 | 19.49 | 23.22 | 15.74 | 4.30 |
| 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 |
Data as of 01/08/2026, Common starting date is 07/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBBK (PB Bankshares Inc) |
0.79%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBBK (PB Bankshares Inc) |
17.57%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart