Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFBOF (PFB Corporation) | NA | 32.97% | 65.07% | 38.35% | NA | NA | NA | … | … |
Data as of 12/20/2021, Common starting date is 03/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFBOF (PFB Corporation) | 03/06/2013 | 12/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 32.97 | 65.07 | 38.35 | NA | NA | NA | … | … | 43.85 | 84.71 | 35.77 | -5.94 | 7.50 | -6.33 | 92.74 | -20.55 | -29.08 |
| Sharpe Ratio | NA | 0.71 | 1.30 | 0.95 | NA | NA | NA | … | … | 0.97 | 1.42 | 0.83 | -0.39 | 1.09 | -0.46 | 2.63 | -0.80 | -0.91 |
| Standard Deviation(%) | NA | 46.63 | 49.72 | 39.44 | NA | NA | NA | … | … | 47.00 | 59.17 | 41.57 | 18.73 | 6.33 | 14.24 | 35.29 | 25.83 | 37.41 |
| Draw Down(%) | NA | 22.70 | 43.17 | 43.17 | NA | NA | NA | … | … | 22.70 | 43.10 | 22.20 | 16.87 | 3.67 | 14.03 | 16.30 | 32.87 | 29.08 |
| Yield(%) | 0.00 | 17.84 | 28.50 | 19.51 | 12.53 | 8.36 | 6.27 | … | … | 18.89 | 13.72 | 18.48 | 4.41 | 4.33 | 3.75 | 6.42 | 5.10 | 16.89 |
Data as of 12/20/2021, Common starting date is 03/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBOF (PFB Corporation) |
2.30%
Sep 2015 – Sep 2018 |
8.64%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBOF (PFB Corporation) |
61.59%
Nov 2018 – Nov 2021 |
39.24%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart