Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUB (Altabancorp) | NA | 13.13% | 0.67% | 16.32% | NA | NA | NA | … | … |
Data as of 01/22/2021, Common starting date is 06/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUB (Altabancorp) | 06/11/2015 | 01/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.11 | 13.13 | 0.67 | 16.32 | NA | NA | NA | … | … | 18.19 | -7.30 | -0.10 | -0.50 | 12.85 | 56.01 | 3.05 | -20.00 |
| Sharpe Ratio | NA | 0.16 | -0.01 | 0.35 | NA | NA | NA | … | … | 40.55 | -0.09 | -0.86 | -0.92 | -0.22 | 0.80 | -0.47 | -0.03 |
| Standard Deviation(%) | NA | 83.24 | 52.41 | 44.29 | NA | NA | NA | … | … | 47.51 | 82.49 | 27.22 | 23.92 | 28.74 | 27.29 | 22.97 | 1,817.41 |
| Draw Down(%) | NA | 53.51 | 64.69 | 64.69 | NA | NA | NA | … | … | 3.01 | 54.98 | 21.19 | 25.78 | 9.87 | 16.83 | 10.62 | 99.99 |
| 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 |
Data as of 01/22/2021, Common starting date is 06/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUB (Altabancorp) |
-14.73%
Sep 2017 – Sep 2020 |
1.16%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUB (Altabancorp) |
28.97%
Aug 2015 – Aug 2018 |
10.16%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart