Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEBN (Pacific Enterprise Bancorp) | NA | 20.59% | 2.48% | NA | NA | NA | NA | … | … |
Data as of 02/01/2022, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBN (Pacific Enterprise Bancorp) | 08/08/2017 | 02/01/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.06 | 20.59 | 2.48 | NA | NA | NA | NA | … | … | 8.75 | 21.61 | -26.19 | 2.44 | -6.82 | 11.22 |
| Sharpe Ratio | NA | 0.72 | 0.08 | NA | NA | NA | NA | … | … | 8.27 | 0.76 | -0.81 | 0.07 | -1.06 | 1.78 |
| Standard Deviation(%) | NA | 28.64 | 26.12 | NA | NA | NA | NA | … | … | 21.01 | 28.52 | 32.39 | 14.18 | 7.66 | 16.89 |
| Draw Down(%) | NA | 22.50 | 51.72 | NA | NA | NA | NA | … | … | 1.75 | 22.50 | 50.00 | 7.32 | 8.89 | 0.00 |
| 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 |
Data as of 02/01/2022, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBN (Pacific Enterprise Bancorp) |
-18.39%
Oct 2017 – Oct 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBN (Pacific Enterprise Bancorp) |
2.48%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart