Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVBK (Pacific Valley Bank) | -3.16% | -6.50% | 5.70% | -1.20% | 4.64% | 3.48% | -2.65% | … | … |
Data as of 06/04/2026, Common starting date is 02/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVBK (Pacific Valley Bank) | 02/18/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | -6.50 | 5.70 | -1.20 | 4.64 | 3.48 | -2.65 | … | … | -3.16 | 4.63 | 11.17 | -20.34 | 8.16 | 38.98 | -14.67 | 2.22 | 3.45 | 23.40 | 12.80 | -21.87 | -20.79 | 1.00 | 53.85 | 2.20 | -5.07 | 34.00 | -51.22 | -41.43 | -0.28 | -7.63 |
| Sharpe Ratio | NA | -0.67 | 0.19 | -0.16 | 0.12 | NA | NA | … | … | -0.45 | 0.17 | 0.24 | -1.17 | 0.24 | 2.28 | -0.35 | 0.03 | 0.06 | 1.22 | 0.82 | -0.68 | -0.42 | 0.01 | 0.71 | 0.03 | -0.05 | 0.22 | -0.64 | -1.06 | -0.10 | -0.25 |
| Standard Deviation(%) | NA | 12.23 | 15.58 | 19.36 | 25.16 | NA | NA | … | … | 15.03 | 10.89 | 18.89 | 21.22 | 27.92 | 17.06 | 41.96 | 25.07 | 37.81 | 18.74 | 15.29 | 32.13 | 49.35 | 66.25 | 77.03 | 81.55 | 110.80 | 157.69 | 81.55 | 42.04 | 34.24 | 43.26 |
| Draw Down(%) | NA | 11.65 | 14.40 | 36.60 | 55.56 | NA | NA | … | … | 11.65 | 8.88 | 12.00 | 25.42 | 17.00 | 7.14 | 36.08 | 18.44 | 37.99 | 7.78 | 6.98 | 33.26 | 46.43 | 33.33 | 29.78 | 34.44 | 44.64 | 58.75 | 65.22 | 42.54 | 21.79 | 22.37 |
| 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 | 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 06/04/2026, Common starting date is 02/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVBK (Pacific Valley Bank) |
-34.20%
Dec 2005 – Dec 2008 |
-19.69%
Jan 2006 – Jan 2011 |
-10.64%
Jan 2006 – Jan 2016 |
-6.86%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVBK (Pacific Valley Bank) |
26.30%
May 2015 – May 2018 |
15.10%
Dec 2008 – Dec 2013 |
6.68%
Oct 2015 – Oct 2025 |
4.30%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart