Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBAZ (Republic Bank of Arizona) | NA | 91.56% | 27.45% | 26.32% | 16.09% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 03/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAZ (Republic Bank of Arizona) | 03/06/2013 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 91.56 | 27.45 | 26.32 | 16.09 | NA | NA | … | … | 6.42 | 82.43 | 11.00 | -4.76 | 46.85 | -16.37 | 30.70 | -11.76 | 39.09 | 30.95 | 18.31 | -31.73 | 15.56 |
| Sharpe Ratio | NA | 2.11 | 0.81 | 0.91 | 0.47 | NA | NA | … | … | 1.53 | 1.92 | 0.27 | -0.45 | 1.63 | -0.37 | 0.85 | -0.53 | 1.40 | 0.99 | 0.50 | -1.27 | 1.58 |
| Standard Deviation(%) | NA | 40.34 | 28.56 | 26.83 | 30.88 | NA | NA | … | … | 11.47 | 39.98 | 25.60 | 13.83 | 28.81 | 44.62 | 34.64 | 24.68 | 27.62 | 31.17 | 36.76 | 25.01 | 12.10 |
| Draw Down(%) | NA | 4.59 | 31.51 | 32.13 | 39.63 | NA | NA | … | … | 2.23 | 4.59 | 25.00 | 11.01 | 13.25 | 37.14 | 20.36 | 28.19 | 19.08 | 15.00 | 29.03 | 33.33 | 1.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/02/2025, Common starting date is 03/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAZ (Republic Bank of Arizona) |
-8.67%
Mar 2017 – Mar 2020 |
-1.41%
May 2018 – May 2023 |
6.11%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAZ (Republic Bank of Arizona) |
31.33%
Aug 2015 – Aug 2018 |
29.20%
Apr 2020 – Apr 2025 |
19.71%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart