Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBKX (Partners Bank of California) | 35.53% | 60.28% | 12.00% | 10.05% | 16.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBKX (Partners Bank of California) | 10/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 60.28 | 12.00 | 10.05 | 16.13 | NA | NA | … | … | 35.53 | 18.19 | -12.14 | 0.36 | 2.80 | 7.00 | 9.65 | 14.00 | -5.88 | 50.44 | 68.66 | 3.08 | 8.33 |
| Sharpe Ratio | NA | 2.66 | 0.40 | 0.32 | 0.49 | NA | NA | … | … | 4.35 | 0.55 | -0.69 | -0.27 | 0.07 | 0.12 | 0.31 | 0.91 | -0.27 | 2.47 | 2.48 | 0.27 | 2.46 |
| Standard Deviation(%) | NA | 21.53 | 25.64 | 23.37 | 29.27 | NA | NA | … | … | 24.38 | 28.57 | 27.35 | 14.30 | 19.52 | 56.99 | 30.73 | 13.89 | 26.22 | 20.29 | 27.46 | 11.35 | 16.54 |
| Draw Down(%) | NA | 7.66 | 22.66 | 24.12 | 36.86 | NA | NA | … | … | 7.22 | 16.15 | 19.93 | 7.39 | 8.30 | 33.21 | 23.80 | 5.26 | 27.93 | 4.22 | 4.76 | 6.15 | 0.00 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKX (Partners Bank of California) |
-5.22%
Apr 2022 – Apr 2025 |
-0.61%
Jul 2020 – Jul 2025 |
11.50%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKX (Partners Bank of California) |
50.60%
Jun 2015 – Jun 2018 |
25.21%
Apr 2015 – Apr 2020 |
16.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart