Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPBB (Peoples Bancorp) | NA | 0.00% | -2.53% | 3.18% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPBB (Peoples Bancorp) | 10/10/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -2.53 | 3.18 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | -9.09 | 38.54 | -30.27 | -12.40 | 73.33 | 0.67 |
| Sharpe Ratio | NA | 0.00 | -1.64 | 0.07 | NA | NA | NA | … | … | 0.00 | 0.00 | -1.22 | -1.31 | 1.60 | -0.63 | -0.77 | 2.10 | 0.70 |
| Standard Deviation(%) | NA | 2.47 | 3.63 | 14.76 | NA | NA | NA | … | … | NA | NA | 3.51 | 8.01 | 24.08 | 48.57 | 17.85 | 34.29 | 3.21 |
| Draw Down(%) | NA | 0.00 | 7.41 | 18.13 | NA | NA | NA | … | … | 0.00 | 0.00 | 2.44 | 9.09 | 9.09 | 42.92 | 16.15 | 6.31 | 0.67 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBB (Peoples Bancorp) |
-7.45%
Oct 2018 – Oct 2021 |
-6.34%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBB (Peoples Bancorp) |
15.44%
Jun 2020 – Jun 2023 |
9.00%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart