Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEBC (Peoples Bancorp Inc) | 1,288.31% | 1,399.77% | 223.81% | 99.27% | 47.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBC (Peoples Bancorp Inc) | 01/07/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,399.77 | 223.81 | 99.27 | 47.49 | NA | NA | … | … | 1,288.31 | 18.14 | 67.89 | 20.82 | -1.09 | 17.39 | -23.64 | 20.09 | 8.96 | 46.28 | 6.67 | 22.03 | 32.29 | -49.32 |
| Sharpe Ratio | NA | 1.71 | 0.47 | 0.26 | 0.17 | NA | NA | … | … | 48.38 | 0.66 | 1.48 | 1.57 | -0.22 | 0.32 | -0.84 | 1.07 | 0.93 | 2.03 | 0.29 | 0.96 | 1.79 | -1.08 |
| Standard Deviation(%) | NA | 818.86 | 472.97 | 378.50 | 263.78 | NA | NA | … | … | 1,287.81 | 23.46 | 41.87 | 10.64 | 11.06 | 53.69 | 28.22 | 17.48 | 8.24 | 22.55 | 22.64 | 22.92 | 18.04 | 46.08 |
| Draw Down(%) | NA | 98.79 | 98.79 | 98.79 | 98.79 | NA | NA | … | … | 98.79 | 13.92 | 7.61 | 9.00 | 9.54 | 25.49 | 28.42 | 5.51 | 3.59 | 1.86 | 16.52 | 11.25 | 0.35 | 55.00 |
| Yield(%) | 0.00 | 112.32 | 82.86 | 44.74 | 32.76 | 21.84 | 16.38 | … | … | 104.03 | 1.40 | 2.44 | 2.62 | 2.40 | 2.79 | 2.07 | 2.37 | 1.78 | 2.45 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBC (Peoples Bancorp Inc) |
-3.93%
Dec 2019 – Dec 2022 |
-0.31%
Jun 2019 – Jun 2024 |
7.83%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBC (Peoples Bancorp Inc) |
257.03%
Apr 2023 – Apr 2026 |
111.20%
Apr 2021 – Apr 2026 |
52.55%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart