Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCO (People’s Bank of Commerce) | 21.27% | 51.69% | 26.21% | 8.43% | 9.60% | 7.37% | 1.27% | … | … |
Data as of 06/03/2026, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCO (People’s Bank of Commerce) | 07/21/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.69 | 26.21 | 8.43 | 9.60 | 7.37 | 1.27 | … | … | 21.27 | 27.97 | 5.56 | -0.37 | -21.13 | 50.93 | -13.45 | 11.45 | 0.85 | 27.09 | 0.17 | -1.13 | 2.63 | 13.89 | 23.70 | -35.41 | 26.67 | 55.82 | -54.10 | -37.45 | 29.17 | 16.67 | 13.92 | 34.00 | 39.04 | 1.08 | -22.92 | -4.00 |
| Sharpe Ratio | NA | 4.61 | 1.73 | 0.31 | 0.33 | NA | NA | … | … | 6.81 | 2.26 | 0.13 | -0.16 | -1.26 | 2.76 | -0.25 | 0.54 | -0.03 | 1.60 | 0.00 | -0.02 | 0.17 | 0.43 | 0.41 | -0.65 | 0.57 | 0.80 | -0.68 | -1.08 | 1.06 | 0.55 | 0.74 | 0.88 | 1.61 | -0.04 | -0.86 | -1.04 |
| Standard Deviation(%) | NA | 10.65 | 13.02 | 17.05 | 24.01 | NA | NA | … | … | 8.48 | 11.16 | 14.47 | 24.93 | 18.03 | 18.47 | 55.53 | 18.59 | 16.55 | 16.56 | 12.05 | 49.20 | 15.51 | 32.24 | 57.71 | 54.46 | 46.70 | 69.91 | 81.33 | 37.63 | 24.36 | 26.30 | 17.55 | 37.80 | 23.47 | 32.76 | 31.48 | 11.67 |
| Draw Down(%) | NA | 4.35 | 16.30 | 40.54 | 45.37 | NA | NA | … | … | 1.08 | 4.35 | 16.30 | 27.30 | 22.27 | 7.12 | 37.33 | 15.70 | 13.33 | 5.38 | 11.60 | 29.63 | 12.20 | 17.39 | 27.19 | 35.41 | 22.49 | 26.26 | 59.36 | 39.43 | 10.93 | 16.30 | 8.22 | 13.46 | 12.00 | 14.61 | 25.77 | 8.00 |
| Yield(%) | 0.00 | 1.74 | 1.45 | 0.59 | 0.52 | 0.49 | 0.39 | … | … | 1.39 | 1.61 | 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 | 2.79 | 2.93 | 1.66 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCO (People's Bank of Commerce) |
-29.12%
Apr 2006 – Apr 2009 |
-18.59%
Mar 2007 – Mar 2012 |
-6.81%
Jun 2006 – Jun 2016 |
-3.30%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCO (People's Bank of Commerce) |
35.27%
Feb 2002 – Feb 2005 |
26.18%
Dec 2001 – Dec 2006 |
10.69%
Jan 2012 – Jan 2022 |
7.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart