Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFBN (Pacific Alliance Bank) | 1.08% | -1.18% | -3.27% | 6.46% | 2.58% | 4.80% | NA | … | … |
Data as of 02/06/2026, Common starting date is 09/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFBN (Pacific Alliance Bank) | 09/09/2008 | 02/06/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | -1.18 | -3.27 | 6.46 | 2.58 | 4.80 | NA | … | … | 1.08 | -4.67 | -1.56 | -1.60 | -1.05 | 53.44 | -36.76 | -0.56 | 2.06 | 8.51 | 25.33 | -3.23 | 58.16 | 28.61 | 58.75 | -36.00 | -6.25 | 60.00 | -38.27 |
| Sharpe Ratio | NA | -0.21 | -0.32 | 0.21 | 0.04 | NA | NA | … | … | 1.11 | -0.40 | -0.43 | -0.25 | -0.25 | 2.54 | -0.76 | -0.30 | 0.06 | 0.51 | 0.79 | -0.15 | 2.46 | 1.04 | 1.12 | -0.61 | -0.25 | 0.21 | -1.62 |
| Standard Deviation(%) | NA | 18.94 | 20.63 | 19.19 | 23.81 | NA | NA | … | … | 7.68 | 19.26 | 18.86 | 23.62 | 9.34 | 22.14 | 48.32 | 6.58 | 12.65 | 15.45 | 31.61 | 22.02 | 23.65 | 27.50 | 52.70 | 59.45 | 25.26 | 282.56 | 48.58 |
| Draw Down(%) | NA | 16.90 | 20.32 | 20.32 | 45.91 | NA | NA | … | … | 0.95 | 16.00 | 9.77 | 20.32 | 8.63 | 0.78 | 41.46 | 5.46 | 10.87 | 11.17 | 14.40 | 23.75 | 9.00 | 13.33 | 16.67 | 66.32 | 18.75 | 87.78 | 38.27 |
| Yield(%) | 0.00 | 1.16 | 0.70 | 1.25 | 0.99 | 1.04 | 0.86 | … | … | 0.00 | 1.11 | 1.08 | 1.05 | 1.07 | 1.56 | 0.98 | 1.00 | 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 02/06/2026, Common starting date is 09/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBN (Pacific Alliance Bank) |
-15.63%
Jan 2018 – Jan 2021 |
-5.36%
Oct 2018 – Oct 2023 |
1.53%
Mar 2015 – Mar 2025 |
5.46%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBN (Pacific Alliance Bank) |
85.31%
Mar 2009 – Mar 2012 |
55.50%
Mar 2009 – Mar 2014 |
34.02%
Mar 2009 – Mar 2019 |
20.37%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart