Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBBI (S.B.C.P. Bancorp Inc) | NA | 3.14% | 8.35% | 12.87% | 12.52% | NA | NA | … | … |
Data as of 10/21/2022, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBI (S.B.C.P. Bancorp Inc) | 08/06/2012 | 10/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.14 | 8.35 | 12.87 | 12.52 | NA | NA | … | … | 2.69 | 48.11 | -26.99 | 0.00 | 51.72 | 16.00 | 42.86 | 14.75 | 3.18 | -7.63 | -9.12 |
| Sharpe Ratio | NA | 1.45 | 0.20 | 0.33 | 0.44 | NA | NA | … | … | 1.36 | 1.62 | -0.51 | -0.09 | 1.21 | 1.04 | 1.90 | 1.34 | 0.27 | -1.03 | -1.90 |
| Standard Deviation(%) | NA | 1.59 | 39.22 | 36.12 | 27.50 | NA | NA | … | … | 1.70 | 51.04 | 53.20 | 15.90 | 41.77 | 14.87 | 22.33 | 11.01 | 11.61 | 7.44 | 11.30 |
| Draw Down(%) | NA | 0.00 | 49.07 | 49.07 | 49.07 | NA | NA | … | … | 0.00 | 20.24 | 49.60 | 12.44 | 0.00 | 0.00 | 0.00 | 2.62 | 8.66 | 7.63 | 9.12 |
| Yield(%) | 0.00 | 1.77 | 1.93 | 2.63 | 2.50 | 1.56 | 1.17 | … | … | 1.33 | 2.15 | 1.83 | 1.77 | 2.60 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/21/2022, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBI (S.B.C.P. Bancorp Inc) |
1.96%
Sep 2012 – Sep 2015 |
12.16%
Sep 2012 – Sep 2017 |
12.52%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBI (S.B.C.P. Bancorp Inc) |
37.79%
Dec 2015 – Dec 2018 |
33.87%
Feb 2015 – Feb 2020 |
12.52%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart