Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCB (PCB Bancorp) | 16.83% | 34.47% | 23.73% | 12.66% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCB (PCB Bancorp) | 08/10/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 34.47 | 23.73 | 12.66 | NA | NA | NA | … | … | 16.83 | 11.21 | 15.68 | 8.85 | -17.05 | 122.70 | -39.22 | 12.07 | -21.41 |
| Sharpe Ratio | NA | 1.12 | 0.78 | 0.36 | NA | NA | NA | … | … | 1.64 | 0.29 | 0.40 | 0.16 | -0.61 | 3.79 | -0.62 | 0.48 | -1.49 |
| Standard Deviation(%) | NA | 25.55 | 29.22 | 29.70 | NA | NA | NA | … | … | 24.44 | 28.34 | 30.28 | 31.85 | 30.52 | 32.36 | 63.83 | 22.26 | 32.29 |
| Draw Down(%) | NA | 11.39 | 22.84 | 46.49 | NA | NA | NA | … | … | 8.73 | 18.03 | 20.10 | 30.78 | 28.53 | 13.06 | 53.54 | 15.35 | 35.08 |
| Yield(%) | 0.00 | 4.38 | 5.57 | 4.42 | 2.29 | 1.53 | 1.15 | … | … | 2.04 | 4.08 | 4.98 | 3.86 | 2.69 | 4.36 | 2.34 | 1.69 | 0.30 |
Data as of 06/04/2026, Common starting date is 08/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCB (PCB Bancorp) |
-2.48%
Mar 2022 – Mar 2025 |
-1.65%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCB (PCB Bancorp) |
26.22%
Dec 2020 – Dec 2023 |
23.63%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart