Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBP (PSB Holding Corp) | NA | -14.31% | 9.30% | -12.42% | 0.88% | NA | NA | … | … |
Data as of 03/31/2023, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBP (PSB Holding Corp) | 09/26/2012 | 03/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.31 | 9.30 | -12.42 | 0.88 | NA | NA | … | … | -13.56 | 0.34 | 32.55 | -18.25 | -50.07 | 20.82 | 15.44 | 6.37 | 3.17 | 47.01 | 7.28 | 1.15 |
| Sharpe Ratio | NA | -0.56 | 0.35 | -0.27 | 0.01 | NA | NA | … | … | -2.39 | -0.04 | 1.54 | -0.44 | -0.56 | 0.94 | 0.99 | 0.30 | 0.13 | 2.15 | 0.77 | 0.64 |
| Standard Deviation(%) | NA | 30.27 | 24.23 | 49.55 | 37.38 | NA | NA | … | … | 21.08 | 29.01 | 21.11 | 42.17 | 91.56 | 20.76 | 15.03 | 20.68 | 24.96 | 21.86 | 9.44 | 7.09 |
| Draw Down(%) | NA | 19.02 | 19.02 | 72.22 | 72.22 | NA | NA | … | … | 17.74 | 18.17 | 6.73 | 44.12 | 59.39 | 11.51 | 8.13 | 9.24 | 13.92 | 4.91 | 4.77 | 1.96 |
| Yield(%) | 0.00 | 0.67 | 0.97 | 0.93 | 1.96 | 1.51 | 1.13 | … | … | 0.00 | 0.67 | 0.89 | 0.65 | 0.32 | 1.07 | 0.74 | 0.55 | 1.71 | 3.22 | 2.96 | 2.53 |
Data as of 03/31/2023, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBP (PSB Holding Corp) |
-22.24%
Aug 2018 – Aug 2021 |
-12.01%
Apr 2015 – Apr 2020 |
0.91%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBP (PSB Holding Corp) |
18.94%
Aug 2015 – Aug 2018 |
18.11%
Aug 2013 – Aug 2018 |
2.88%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart