Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWBO (Pacific West Bank) | NA | -5.25% | -5.47% | -0.84% | 7.23% | -13.97% | NA | … | … |
Data as of 03/03/2023, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWBO (Pacific West Bank) | 05/10/2007 | 03/03/2023 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | -5.25 | -5.47 | -0.84 | 7.23 | -13.97 | NA | … | … | 13.27 | -16.41 | 20.51 | -23.64 | -4.67 | 30.43 | 3.60 | 50.00 | -3.90 | 24.19 | 1.64 | -1.61 | -27.06 | -63.83 | -70.63 | -27.27 | 0.00 |
| Sharpe Ratio | NA | -0.27 | -0.19 | -0.06 | 0.13 | NA | NA | … | … | 2.95 | -0.65 | 0.57 | -0.69 | -0.42 | 0.89 | 0.31 | 1.55 | -0.06 | 0.26 | 0.02 | -0.02 | -0.25 | -0.41 | -0.61 | -0.52 | -0.20 |
| Standard Deviation(%) | NA | 28.70 | 33.62 | 30.43 | 49.03 | NA | NA | … | … | 35.34 | 27.47 | 35.87 | 34.28 | 14.37 | 32.85 | 9.72 | 32.04 | 68.03 | 91.93 | 72.10 | 82.14 | 107.96 | 156.26 | 116.14 | 53.98 | 13.59 |
| Draw Down(%) | NA | 31.19 | 36.56 | 47.22 | 47.58 | NA | NA | … | … | 7.20 | 31.19 | 18.75 | 35.59 | 8.74 | 22.22 | 4.72 | 8.57 | 40.80 | 47.58 | 39.00 | 57.00 | 64.83 | 78.72 | 75.00 | 46.67 | 11.45 |
| 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 |
Data as of 03/03/2023, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWBO (Pacific West Bank) |
-60.94%
Sep 2008 – Sep 2011 |
-47.71%
Nov 2007 – Nov 2012 |
-20.53%
Apr 2008 – Apr 2018 |
-14.23%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWBO (Pacific West Bank) |
32.49%
Oct 2012 – Oct 2015 |
21.74%
Nov 2012 – Nov 2017 |
10.15%
Nov 2012 – Nov 2022 |
-12.64%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison Chart