Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBNC (PB Financial Corporation) | 27.25% | 47.15% | 23.88% | 19.57% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBNC (PB Financial Corporation) | 01/11/2021 | 06/11/2026 |
| 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 (%) | -0.23 | 47.15 | 23.88 | 19.57 | NA | NA | NA | … | … | 27.25 | 29.07 | 20.65 | -1.43 | 7.43 | 18.16 |
| Sharpe Ratio | NA | 1.90 | 0.96 | 0.81 | NA | NA | NA | … | … | 2.12 | 1.54 | 0.97 | -0.25 | 0.25 | 1.52 |
| Standard Deviation(%) | NA | 24.61 | 21.58 | 21.11 | NA | NA | NA | … | … | 34.82 | 17.10 | 17.59 | 20.54 | 23.77 | 12.23 |
| Draw Down(%) | NA | 14.81 | 14.81 | 17.35 | NA | NA | NA | … | … | 14.81 | 7.75 | 6.65 | 17.35 | 11.07 | 5.00 |
| Yield(%) | 0.00 | 5.63 | 5.62 | 5.56 | 2.92 | 1.95 | 1.46 | … | … | 2.84 | 5.20 | 5.38 | 4.45 | 3.08 | 2.90 |
Data as of 06/11/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNC (PB Financial Corporation) |
7.32%
Feb 2021 – Feb 2024 |
17.12%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNC (PB Financial Corporation) |
26.74%
Apr 2023 – Apr 2026 |
21.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart