Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPBI (Pacific Premier Bancorp Inc) | NA | 1.36% | -4.40% | 6.55% | 5.81% | 14.92% | 5.27% | … | … |
Data as of 08/29/2025, Common starting date is 06/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPBI (Pacific Premier Bancorp Inc) | 06/25/1997 | 08/29/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 1.36 | -4.40 | 6.55 | 5.81 | 14.92 | 5.27 | … | … | 2.66 | -9.57 | -2.26 | -18.11 | 31.88 | 0.36 | 31.48 | -36.20 | 13.15 | 66.35 | 22.62 | 10.10 | 53.71 | 61.51 | -2.16 | 91.72 | -15.50 | -42.11 | -43.27 | 3.22 | -11.01 | 19.57 | 108.85 | 159.02 | -40.36 | -82.81 | -13.51 | -63.37 | -6.48 |
| Sharpe Ratio | NA | -0.05 | -0.20 | 0.12 | 0.11 | NA | NA | … | … | 0.03 | -0.35 | -0.14 | -0.61 | 0.97 | 0.00 | 1.10 | -1.21 | 0.43 | 2.42 | 1.04 | 0.43 | 2.38 | 2.58 | -0.09 | 1.99 | -0.18 | -0.50 | -1.15 | -0.01 | -0.41 | 0.64 | 1.79 | 1.61 | -0.26 | -0.52 | -0.17 | -0.68 | -0.28 |
| Standard Deviation(%) | NA | 37.05 | 38.77 | 37.57 | 38.61 | NA | NA | … | … | 35.54 | 38.04 | 43.67 | 32.40 | 32.81 | 71.41 | 27.26 | 31.07 | 28.98 | 27.36 | 21.75 | 23.29 | 22.52 | 24.04 | 24.18 | 46.10 | 85.28 | 85.76 | 40.36 | 21.73 | 32.47 | 29.14 | 60.51 | 98.27 | 165.28 | 167.20 | 101.13 | 98.48 | 56.73 |
| Draw Down(%) | NA | 36.15 | 50.26 | 58.73 | 65.64 | NA | NA | … | … | 30.36 | 26.39 | 48.38 | 35.10 | 22.63 | 54.20 | 18.90 | 48.31 | 22.46 | 12.54 | 14.25 | 21.37 | 13.27 | 13.05 | 20.84 | 27.31 | 44.05 | 60.23 | 44.05 | 13.33 | 27.72 | 33.42 | 20.62 | 45.77 | 80.80 | 93.75 | 45.56 | 91.13 | 46.29 |
| Yield(%) | 0.00 | 5.16 | 3.99 | 5.77 | 4.34 | 13.25 | 3.45 | … | … | 4.04 | 4.58 | 4.23 | 3.26 | 4.15 | 3.13 | 3.36 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/29/2025, Common starting date is 06/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBI (Pacific Premier Bancorp Inc) |
-67.52%
Nov 1997 – Nov 2000 |
-50.56%
Jul 1997 – Jul 2002 |
-24.98%
Jun 1998 – Jun 2008 |
-14.49%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPBI (Pacific Premier Bancorp Inc) |
113.94%
Oct 2001 – Oct 2004 |
58.88%
Oct 2001 – Oct 2006 |
25.80%
Dec 2009 – Dec 2019 |
22.71%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart