Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDLB (Ponce Financial Group, Inc.) | 14.98% | 40.93% | 32.29% | 13.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDLB (Ponce Financial Group, Inc.) | 01/17/2018 | 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 (%) | -0.05 | 40.93 | 32.29 | 13.93 | NA | NA | NA | … | … | 14.98 | 29.38 | 30.74 | 4.72 | -35.72 | 37.96 | -28.50 | 15.78 | -15.12 |
| Sharpe Ratio | NA | 1.58 | 1.16 | 0.32 | NA | NA | NA | … | … | 2.02 | 1.03 | 0.84 | 0.01 | -0.48 | 1.06 | -0.41 | 0.90 | -0.83 |
| Standard Deviation(%) | NA | 23.38 | 27.45 | 34.26 | NA | NA | NA | … | … | 19.66 | 26.28 | 29.13 | 35.67 | 77.89 | 35.82 | 70.17 | 16.06 | 20.49 |
| Draw Down(%) | NA | 8.42 | 24.62 | 56.78 | NA | NA | NA | … | … | 5.11 | 21.12 | 18.44 | 34.36 | 57.22 | 16.89 | 47.89 | 6.80 | 22.10 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDLB (Ponce Financial Group, Inc.) |
-11.34%
Apr 2018 – Apr 2021 |
-8.10%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDLB (Ponce Financial Group, Inc.) |
35.55%
May 2023 – May 2026 |
20.61%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart