Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFBC (Sound Financial Bancorp, Inc.) | -3.05% | -14.52% | 6.52% | 1.12% | 7.55% | 14.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFBC (Sound Financial Bancorp, Inc.) | 01/09/2008 | 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 (%) | -3.23 | -14.52 | 6.52 | 1.12 | 7.55 | 14.35 | NA | … | … | -3.05 | -15.81 | 36.75 | 1.30 | -9.34 | 41.02 | -9.43 | 12.42 | -2.91 | 22.26 | 23.69 | 20.42 | 11.56 | 62.45 | 38.73 | 56.33 | 8.97 | -38.21 | -20.81 |
| Sharpe Ratio | NA | -0.83 | 0.09 | -0.08 | 0.20 | NA | NA | … | … | -0.48 | -0.88 | 1.31 | -0.12 | -0.48 | 1.50 | -0.16 | 0.52 | -0.24 | 0.89 | 0.99 | 0.62 | 0.51 | 2.37 | 0.95 | 0.76 | 0.08 | -0.29 | -0.37 |
| Standard Deviation(%) | NA | 21.40 | 22.40 | 23.06 | 28.66 | NA | NA | … | … | 22.36 | 21.38 | 25.32 | 19.77 | 22.40 | 27.29 | 61.13 | 20.92 | 17.77 | 24.47 | 23.81 | 32.57 | 22.91 | 26.22 | 41.26 | 74.53 | 111.72 | 133.03 | 60.26 |
| Draw Down(%) | NA | 16.93 | 24.75 | 27.23 | 56.79 | NA | NA | … | … | 10.95 | 20.15 | 11.40 | 17.65 | 18.17 | 13.93 | 54.77 | 10.24 | 19.91 | 7.94 | 9.56 | 12.96 | 6.80 | 6.81 | 9.90 | 16.60 | 32.23 | 45.34 | 36.11 |
| Yield(%) | 0.00 | 1.60 | 1.95 | 1.60 | 2.35 | 5.69 | 3.12 | … | … | 0.97 | 1.38 | 1.45 | 1.88 | 1.38 | 2.14 | 1.67 | 1.67 | 1.63 | 0.00 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBC (Sound Financial Bancorp, Inc.) |
-11.48%
Mar 2017 – Mar 2020 |
0.16%
Jun 2018 – Jun 2023 |
7.36%
Apr 2016 – Apr 2026 |
10.25%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFBC (Sound Financial Bancorp, Inc.) |
52.16%
Dec 2010 – Dec 2013 |
36.50%
Nov 2010 – Nov 2015 |
24.96%
Feb 2010 – Feb 2020 |
19.35%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart