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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PVTB (PrivateBancorp Inc) NA 54.41% 27.93% 33.41% 8.27% 13.18% NA 14.09%
Data as of 06/22/2017, AR inception is 06/30/1999
More Performance Analytics Comparison
Name Start Date End Date
PVTB (PrivateBancorp Inc) 06/30/1999 06/22/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 0.74 54.41 27.93 33.41 8.27 13.18 NA 14.09 12.53 32.23 22.94 15.60 89.19 39.90 -23.36 60.81 -72.29 0.38 -20.86 17.71 10.95 42.91 80.38 93.76 116.26 -31.31 -36.10
Sharpe Ratio NA 1.23 0.14 0.43 -0.24 NA NA -0.16 0.57 -0.05 0.16 -0.11 2.69 0.73 -0.70 0.80 -0.97 -0.31 -1.10 -0.19 -0.41 0.75 1.77 1.92 2.39 -1.06 -1.69
Standard Deviation(%) NA 28.96 28.60 27.68 49.50 NA NA 43.99 14.18 36.23 27.66 25.34 26.29 29.36 59.98 52.88 93.53 62.00 39.17 24.14 24.45 31.16 34.58 38.51 40.77 51.64 36.60
Draw Down(%) NA 16.79 29.06 29.06 83.91 NA NA 84.89 4.60 23.11 17.71 18.32 14.83 16.63 57.65 40.77 73.10 39.43 39.18 15.78 14.57 16.86 19.72 29.45 15.79 43.76 40.58
Yield(%) 0.00 0.08 0.13 0.26 0.27 0.38 0.48 0.56 0.02 0.10 0.12 0.14 0.25 0.35 0.27 0.44 0.12 0.93 0.71 0.67 0.56 0.32 0.42 0.72 0.86 0.54 0.24
Data as of 06/22/2017, AR inception is 06/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PVTB (PrivateBancorp Inc) -43.27%
Sep 2008 - Sep 2011
-29.90%
Sep 2006 - Sep 2011
-0.58%
Feb 2006 - Feb 2016
11.73%
Jul 1999 - Jul 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PVTB (PrivateBancorp Inc) 96.25%
Dec 2000 - Dec 2003
64.33%
Dec 2000 - Dec 2005
17.45%
Dec 2000 - Dec 2010
19.53%
Nov 2000 - Nov 2015
Annualized Rolling Returns Comparison Chart