Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBQ (PSB Holdings Inc) | 84.37% | 100.07% | 36.97% | 16.46% | 27.88% | 23.67% | 16.53% | … | … |
Data as of 06/04/2026, Common starting date is 01/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBQ (PSB Holdings Inc) | 01/20/2000 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 100.07 | 36.97 | 16.46 | 27.88 | 23.67 | 16.53 | … | … | 84.37 | 1.16 | 23.45 | 3.63 | -14.27 | 29.03 | -23.80 | 24.25 | 195.43 | 19.60 | 35.93 | 27.29 | 16.50 | 21.76 | 15.21 | 5.86 | 59.33 | 8.66 | -43.09 | -12.09 | 0.53 | -2.48 | 7.00 | 45.43 | 49.70 | 19.29 | -22.76 |
| Sharpe Ratio | NA | 1.72 | 0.98 | 0.46 | 0.59 | NA | NA | … | … | 3.92 | -0.13 | 1.31 | 0.00 | -1.23 | 1.83 | -0.61 | 0.93 | 1.75 | 1.58 | 2.25 | 1.85 | 0.83 | 1.56 | 0.61 | 0.28 | 0.92 | 0.18 | -1.00 | -0.80 | -0.25 | -0.59 | 0.42 | 1.99 | 2.15 | 0.37 | -1.48 |
| Standard Deviation(%) | NA | 55.38 | 34.09 | 28.91 | 43.83 | NA | NA | … | … | 85.18 | 12.93 | 15.16 | 22.81 | 12.79 | 15.89 | 39.56 | 24.46 | 111.58 | 12.03 | 15.86 | 14.74 | 19.79 | 13.90 | 25.03 | 21.13 | 64.12 | 48.91 | 43.96 | 19.19 | 11.61 | 7.99 | 14.20 | 22.50 | 22.62 | 46.43 | 18.99 |
| Draw Down(%) | NA | 7.65 | 14.23 | 23.58 | 38.39 | NA | NA | … | … | 5.26 | 10.81 | 9.71 | 22.33 | 17.30 | 6.65 | 38.39 | 6.52 | 18.82 | 5.68 | 4.26 | 6.43 | 7.97 | 5.56 | 11.19 | 12.58 | 20.67 | 35.96 | 45.60 | 16.47 | 10.22 | 7.03 | 8.94 | 8.96 | 9.14 | 27.50 | 22.76 |
| Yield(%) | 0.00 | 3.52 | 3.48 | 2.44 | 3.24 | 5.23 | 3.47 | … | … | 1.99 | 2.54 | 2.81 | 2.54 | 1.84 | 2.15 | 1.49 | 1.75 | 1.45 | 1.58 | 1.94 | 2.31 | 2.59 | 1.50 | 4.87 | 3.17 | 4.72 | 4.79 | 2.68 | 2.15 | 2.04 | 1.90 | 6.57 | 3.97 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBQ (PSB Holdings Inc) |
-20.47%
Dec 2005 – Dec 2008 |
-12.10%
Dec 2003 – Dec 2008 |
1.95%
Feb 2004 – Feb 2014 |
8.74%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBQ (PSB Holdings Inc) |
80.08%
Sep 2015 – Sep 2018 |
55.33%
Sep 2013 – Sep 2018 |
35.55%
Dec 2009 – Dec 2019 |
23.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart