Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFBC (Preferred Bank) | 3.45% | 20.15% | 29.78% | 10.69% | 14.15% | 8.65% | -10.46% | … | … |
Data as of 06/04/2026, Common starting date is 08/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFBC (Preferred Bank) | 08/19/1999 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 20.15 | 29.78 | 10.69 | 14.15 | 8.65 | -10.46 | … | … | 3.45 | 13.23 | 22.73 | 1.55 | 6.50 | 45.63 | -13.38 | 42.14 | -25.14 | 13.72 | 61.79 | 20.26 | 39.72 | 41.20 | 90.60 | -83.07 | -2.22 | -69.64 | -75.87 | -55.93 | 37.10 | 106.14 | 25.65 | 23.78 | 12.25 | -5.97 | -13.24 | -6.21 |
| Sharpe Ratio | NA | 0.61 | 0.94 | 0.28 | 0.36 | NA | NA | … | … | 0.20 | 0.39 | 0.63 | -0.06 | 0.20 | 1.60 | -0.20 | 1.59 | -0.95 | 0.43 | 2.12 | 0.80 | 1.45 | 1.73 | 2.63 | -0.51 | -0.03 | -0.98 | -0.89 | -1.13 | 1.47 | 1.55 | 1.19 | 1.93 | 0.76 | -0.55 | -0.82 | -1.85 |
| Standard Deviation(%) | NA | 25.36 | 29.12 | 28.82 | 35.12 | NA | NA | … | … | 27.40 | 26.81 | 30.11 | 34.06 | 25.98 | 28.55 | 69.58 | 25.50 | 28.13 | 30.66 | 29.04 | 25.14 | 27.47 | 23.80 | 34.77 | 164.28 | 88.42 | 71.25 | 86.26 | 52.53 | 23.07 | 67.17 | 20.81 | 11.97 | 14.65 | 15.42 | 21.33 | 10.55 |
| Draw Down(%) | NA | 18.58 | 20.72 | 43.73 | 57.18 | NA | NA | … | … | 16.57 | 18.40 | 17.54 | 39.75 | 20.27 | 16.02 | 55.61 | 18.68 | 40.65 | 16.62 | 18.40 | 11.45 | 18.66 | 11.60 | 25.34 | 85.77 | 46.18 | 79.97 | 85.27 | 61.71 | 13.34 | 11.20 | 0.56 | 0.00 | 9.38 | 12.90 | 20.59 | 6.21 |
| Yield(%) | 0.00 | 3.75 | 5.79 | 3.56 | 5.13 | 16.13 | 0.74 | … | … | 1.67 | 3.51 | 3.81 | 2.98 | 2.37 | 2.93 | 2.00 | 2.73 | 1.61 | 1.47 | 1.84 | 1.72 | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 1.33 | 1.88 | 1.58 | 1.79 | 2.91 | 3.33 | 1.63 | 2.81 | 2.58 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBC (Preferred Bank) |
-70.23%
Jan 2007 – Jan 2010 |
-64.88%
Dec 2006 – Dec 2011 |
-31.10%
Jun 2006 – Jun 2016 |
-19.43%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBC (Preferred Bank) |
57.21%
Jan 2004 – Jan 2007 |
48.89%
Dec 2011 – Dec 2016 |
27.29%
Dec 2011 – Dec 2021 |
8.54%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart