Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCZC (Santa Cruz County Bank) | NA | 4.51% | 23.71% | 21.13% | 14.32% | 16.83% | 8.57% | … | … |
Data as of 07/21/2025, Common starting date is 02/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCZC (Santa Cruz County Bank) | 02/18/2005 | 07/21/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 4.51 | 23.71 | 21.13 | 14.32 | 16.83 | 8.57 | … | … | -3.51 | 41.17 | 21.73 | 7.76 | 28.56 | -22.26 | 15.78 | -6.36 | 24.44 | 38.86 | 34.44 | 21.73 | 28.66 | 17.80 | 12.38 | 18.91 | -26.42 | -30.84 | -26.95 | -18.10 | 65.71 |
| Sharpe Ratio | NA | 0.08 | 1.20 | 0.40 | 0.33 | NA | NA | … | … | -0.97 | 2.31 | 0.88 | 0.06 | 1.21 | -0.50 | 1.05 | -0.36 | 1.38 | 1.57 | 1.52 | 0.87 | 0.80 | 0.44 | 0.24 | 0.38 | -0.49 | -0.51 | -1.07 | -0.59 | 1.38 |
| Standard Deviation(%) | NA | 9.77 | 16.74 | 47.76 | 38.93 | NA | NA | … | … | 9.76 | 16.25 | 20.73 | 100.09 | 23.62 | 44.79 | 13.68 | 21.52 | 17.37 | 24.63 | 22.67 | 24.93 | 35.93 | 40.23 | 52.01 | 49.81 | 53.71 | 61.89 | 28.19 | 36.91 | 55.78 |
| Draw Down(%) | NA | 8.03 | 17.54 | 53.20 | 53.20 | NA | NA | … | … | 7.61 | 8.90 | 17.54 | 52.03 | 10.75 | 46.93 | 5.52 | 19.81 | 5.42 | 11.99 | 9.19 | 11.26 | 12.82 | 17.56 | 33.33 | 26.82 | 43.33 | 42.31 | 32.62 | 22.76 | 27.50 |
| Yield(%) | 0.00 | 1.90 | 2.07 | 1.23 | 1.44 | 2.81 | 1.06 | … | … | 0.94 | 1.74 | 1.83 | 0.77 | 0.80 | 0.55 | 0.61 | 0.54 | 0.47 | 0.62 | 0.82 | 0.99 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, Common starting date is 02/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCZC (Santa Cruz County Bank) |
-30.20%
Nov 2006 – Nov 2009 |
-18.78%
Feb 2006 – Feb 2011 |
0.09%
Nov 2005 – Nov 2015 |
2.60%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCZC (Santa Cruz County Bank) |
32.44%
Dec 2014 – Dec 2017 |
29.47%
Dec 2012 – Dec 2017 |
20.15%
Nov 2009 – Nov 2019 |
17.95%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart