Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMY (Primary Bank) | 10.07% | 21.65% | 13.36% | 13.37% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMY (Primary Bank) | 10/18/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 21.65 | 13.36 | 13.37 | NA | NA | NA | … | … | 10.07 | 7.47 | 10.62 | -7.22 | 15.48 | 15.15 | 22.22 | 1.81 | -11.60 | 46.34 | 0.99 |
| Sharpe Ratio | NA | 1.13 | 0.60 | 0.42 | NA | NA | NA | … | … | 1.65 | 0.28 | 0.21 | -0.73 | 0.31 | 1.07 | 0.27 | 0.02 | -0.73 | 0.26 | 2.10 |
| Standard Deviation(%) | NA | 16.78 | 16.65 | 25.74 | NA | NA | NA | … | … | 14.40 | 17.02 | 19.26 | 15.76 | 45.22 | 18.17 | 80.01 | 25.56 | 17.67 | 173.43 | 2.18 |
| Draw Down(%) | NA | 9.97 | 12.71 | 30.69 | NA | NA | NA | … | … | 4.24 | 9.97 | 12.71 | 17.11 | 16.38 | 9.64 | 46.67 | 18.64 | 11.60 | 75.00 | 0.00 |
| 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 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMY (Primary Bank) |
-4.72%
May 2017 – May 2020 |
3.53%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMY (Primary Bank) |
32.56%
Sep 2019 – Sep 2022 |
15.65%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart