Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCBC (River City Bank) | -5.20% | 24.95% | 29.19% | 10.56% | 13.40% | 15.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCBC (River City Bank) | 01/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 24.95 | 29.19 | 10.56 | 13.40 | 15.53 | NA | … | … | -5.20 | 42.18 | 38.03 | -5.52 | -11.31 | 67.58 | -21.80 | 14.19 | -0.57 | 34.36 | 16.48 | 1.40 | 20.68 | 42.64 | 15.05 | 30.11 | 21.06 | -32.64 | -48.10 |
| Sharpe Ratio | NA | 1.45 | 0.95 | 0.28 | 0.36 | NA | NA | … | … | -1.13 | 1.54 | 0.96 | -0.25 | -1.02 | 1.86 | -0.38 | 0.55 | -0.07 | 1.41 | 2.39 | 0.07 | 2.25 | 1.46 | 1.73 | 1.50 | 0.60 | -0.33 | -1.65 |
| Standard Deviation(%) | NA | 15.00 | 30.49 | 27.86 | 32.08 | NA | NA | … | … | 14.24 | 25.59 | 35.68 | 36.90 | 12.53 | 36.35 | 58.39 | 23.22 | 29.62 | 23.93 | 6.81 | 20.72 | 9.19 | 29.18 | 8.73 | 20.05 | 35.06 | 98.61 | 31.34 |
| Draw Down(%) | NA | 10.50 | 18.73 | 37.50 | 45.47 | NA | NA | … | … | 10.50 | 13.42 | 12.46 | 27.03 | 16.99 | 13.55 | 35.62 | 11.44 | 31.04 | 11.68 | 1.93 | 16.19 | 2.91 | 13.77 | 2.78 | 11.43 | 22.00 | 63.13 | 48.10 |
| Yield(%) | 0.00 | 0.27 | 0.54 | 0.43 | 0.87 | 1.80 | 0.66 | … | … | 0.23 | 0.52 | 0.33 | 0.58 | 0.48 | 0.59 | 0.57 | 0.61 | 0.58 | 0.66 | 0.69 | 0.60 | 0.60 | 0.68 | 1.29 | 0.83 | 1.00 | 0.67 | 0.26 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBC (River City Bank) |
-21.02%
Feb 2008 – Feb 2011 |
-5.52%
Feb 2008 – Feb 2013 |
6.97%
Sep 2013 – Sep 2023 |
5.58%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBC (River City Bank) |
35.02%
Sep 2010 – Sep 2013 |
27.25%
Jul 2009 – Jul 2014 |
19.58%
Jul 2009 – Jul 2019 |
16.61%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart