Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PCBC (Pacific Commerce Bancorp) NA 75.90% 258.25% 19.39% 10.88% 11.09% NA
Data as of 12/03/2012, Common starting date is 05/14/1996
More Performance Analytics Comparison
Name Start Date End Date
PCBC (Pacific Commerce Bancorp) 05/14/1996 12/03/2012
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.02 75.90 258.25 19.39 10.88 11.09 NA 62.82 9,637.93 -69.79 -94.22 -11.84 -38.09 -3.03 7.36 25.45 47.51 24.18 0.58 -6.42 24.37 13.58 75.57 16.64
Sharpe Ratio NA 1.67 0.89 0.08 0.06 NA NA 1.46 19.12 -0.42 -0.73 -0.12 -0.83 -0.27 0.17 0.87 1.58 0.65 -0.06 -0.26 0.73 0.26 2.17 1.02
Standard Deviation(%) NA 47.43 289.20 233.91 166.29 NA NA 48.08 477.48 168.09 128.39 102.46 50.03 23.57 30.00 27.99 29.57 35.49 31.55 40.36 28.79 39.05 32.95 23.23
Draw Down(%) NA 6.85 95.69 99.10 99.36 NA NA 4.75 26.80 95.69 96.04 55.69 47.77 30.19 23.74 14.56 15.49 19.72 16.23 23.04 18.93 30.21 15.58 5.54
Yield(%) 0.00 0.00 0.00 11.73 5.96 2.70 4.06 0.00 0.00 0.00 64.03 4.43 2.59 2.37 2.33 1.88 2.31 1.80 1.80 1.48 1.66 0.77 1.01 0.28
Data as of 12/03/2012, Common starting date is 05/14/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCBC (Pacific Commerce Bancorp) -77.47%
Nov 2007 – Nov 2010
-63.26%
Nov 2005 – Nov 2010
-32.71%
Nov 2000 – Nov 2010
10.63%
Feb 1997 – Feb 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCBC (Pacific Commerce Bancorp) 265.72%
Nov 2009 – Nov 2012
23.62%
Jun 2000 – Jun 2005
18.77%
Dec 1996 – Dec 2006
14.62%
Mar 1997 – Mar 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return