Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCLB (Pinnacle Bancshares Inc) | 18.61% | 15.19% | 26.80% | 6.30% | 9.70% | 13.34% | 8.77% | … | … |
Data as of 06/03/2026, Common starting date is 12/17/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCLB (Pinnacle Bancshares Inc) | 12/17/1986 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.19 | 26.80 | 6.30 | 9.70 | 13.34 | 8.77 | … | … | 18.61 | 18.06 | 49.75 | -5.97 | -43.97 | 39.90 | 2.19 | 35.40 | 2.52 | -0.05 | 14.46 | 20.49 | 22.15 | 24.62 | 24.16 | 8.66 | 1.97 | 25.99 | -21.92 | -26.77 | 10.42 | -1.29 | -4.70 | 46.29 | 37.17 | 31.15 | -9.24 | -29.79 | -35.62 | 110.07 | -3.47 | 30.91 | 0.00 | -1.79 | 75.00 | 68.42 | -29.63 | -19.40 | 15.52 | -34.83 | 3.49 |
| Sharpe Ratio | NA | 0.66 | 0.97 | 0.14 | 0.36 | NA | NA | … | … | 2.25 | 0.68 | 1.55 | -0.26 | -2.05 | 2.86 | 0.10 | 1.85 | 0.06 | -0.09 | 0.95 | 2.26 | 1.49 | 0.84 | 0.72 | 0.16 | 0.04 | 0.40 | -0.39 | -1.38 | 0.48 | -0.20 | -0.34 | 2.62 | 1.62 | 1.35 | -0.46 | -1.49 | -1.33 | 5.01 | -0.55 | 1.71 | -0.19 | -0.20 | 1.05 | 0.86 | -0.54 | -0.35 | 0.22 | -0.79 | 2.91 |
| Standard Deviation(%) | NA | 18.86 | 26.90 | 27.20 | 22.42 | NA | NA | … | … | 21.90 | 22.67 | 28.20 | 39.89 | 22.17 | 13.92 | 18.54 | 18.40 | 19.08 | 7.94 | 15.04 | 9.04 | 14.81 | 29.11 | 33.96 | 54.25 | 49.03 | 64.04 | 58.17 | 21.69 | 14.86 | 17.66 | 16.65 | 17.40 | 22.32 | 21.73 | 29.00 | 22.22 | 29.32 | 21.14 | 12.48 | 15.81 | 15.46 | 19.29 | 68.28 | 74.45 | 64.81 | 71.88 | 49.85 | 49.24 | 54.04 |
| Draw Down(%) | NA | 9.89 | 28.24 | 56.34 | 56.34 | NA | NA | … | … | 6.25 | 9.89 | 28.24 | 26.63 | 45.90 | 4.73 | 19.66 | 10.34 | 16.92 | 4.92 | 6.89 | 6.28 | 5.45 | 18.13 | 15.56 | 24.58 | 16.74 | 24.94 | 38.25 | 33.93 | 8.38 | 14.61 | 24.55 | 10.29 | 14.93 | 18.10 | 29.77 | 31.58 | 51.68 | 14.86 | 15.65 | 7.79 | 14.06 | 22.22 | 22.12 | 26.67 | 40.74 | 51.43 | 30.56 | 40.45 | 6.67 |
| Yield(%) | 0.00 | 3.13 | 5.14 | 3.04 | 3.93 | 7.36 | 4.43 | … | … | 0.83 | 3.60 | 5.57 | 4.97 | 2.50 | 3.00 | 2.58 | 3.39 | 1.98 | 1.94 | 2.17 | 2.56 | 3.04 | 2.87 | 5.45 | 4.76 | 4.38 | 5.24 | 4.19 | 2.82 | 2.97 | 2.85 | 2.58 | 3.38 | 4.49 | 5.61 | 5.00 | 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 06/03/2026, Common starting date is 12/17/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLB (Pinnacle Bancshares Inc) |
-25.69%
Dec 1997 – Dec 2000 |
-14.20%
Feb 2004 – Feb 2009 |
-3.79%
Jun 1998 – Jun 2008 |
0.46%
Oct 1997 – Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLB (Pinnacle Bancshares Inc) |
55.36%
Apr 1990 – Apr 1993 |
30.53%
Oct 1990 – Oct 1995 |
18.58%
Jan 2012 – Jan 2022 |
15.45%
Apr 1990 – Apr 2005 |
Annualized Rolling Returns Comparison Chart