Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBKK (Suncrest Bank) | NA | 80.82% | 22.22% | 11.53% | 14.86% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBKK (Suncrest Bank) | 05/04/2010 | 01/07/2022 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.69 | 80.82 | 22.22 | 11.53 | 14.86 | NA | NA | … | … | 5.69 | 71.35 | -12.16 | 8.65 | -2.89 | 5.43 | 43.44 | 8.44 | 14.41 | -3.59 | 44.00 | -45.51 | 4.00 |
| Sharpe Ratio | NA | 3.90 | 0.97 | 0.51 | 0.41 | NA | NA | … | … | NA | 3.61 | -0.44 | 0.51 | -0.22 | 0.27 | 1.44 | 0.27 | 0.30 | -0.06 | 0.88 | -1.03 | 0.07 |
| Standard Deviation(%) | NA | 19.72 | 21.40 | 20.24 | 34.37 | NA | NA | … | … | NA | 19.78 | 27.95 | 14.08 | 19.42 | 17.55 | 29.98 | 31.12 | 48.50 | 56.30 | 50.14 | 44.14 | 89.02 |
| Draw Down(%) | NA | 7.37 | 39.59 | 45.55 | 45.55 | NA | NA | … | … | NA | 7.37 | 38.84 | 13.80 | 25.31 | 15.36 | 11.39 | 17.65 | 25.00 | 31.79 | 29.41 | 45.51 | 29.09 |
| Yield(%) | 0.00 | 2.38 | 0.80 | 0.45 | 0.53 | 0.22 | 0.17 | … | … | 0.00 | 2.46 | 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 01/07/2022, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBKK (Suncrest Bank) |
-14.19%
Oct 2010 – Oct 2013 |
-8.38%
Oct 2010 – Oct 2015 |
-2.75%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBKK (Suncrest Bank) |
23.47%
Nov 2011 – Nov 2014 |
19.83%
Dec 2011 – Dec 2016 |
15.51%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart