Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBBK (The Bancorp, Inc.) | -19.86% | 7.40% | 18.21% | 15.48% | 22.96% | 12.53% | 4.43% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBBK (The Bancorp, Inc.) | 12/23/2004 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 7.40 | 18.21 | 15.48 | 22.96 | 12.53 | 4.43 | … | … | -19.86 | 32.72 | 38.95 | 35.87 | 12.13 | 85.42 | 5.24 | 62.94 | -19.43 | 25.70 | 23.39 | -41.51 | -39.20 | 63.26 | 51.73 | -28.91 | 48.25 | 82.93 | -72.14 | -54.53 | 74.12 | 6.25 | 6.74 |
| Sharpe Ratio | NA | 0.08 | 0.35 | 0.33 | 0.43 | NA | NA | … | … | -0.88 | 0.66 | 0.72 | 0.66 | 0.23 | 1.84 | 0.05 | 1.80 | -0.68 | 0.54 | 0.41 | -1.07 | -0.76 | 2.35 | 1.64 | -0.65 | 1.04 | 1.19 | -0.66 | -1.27 | 2.38 | 0.15 | NA |
| Standard Deviation(%) | NA | 44.36 | 43.80 | 46.14 | 50.96 | NA | NA | … | … | 47.05 | 46.12 | 45.54 | 48.50 | 46.24 | 46.32 | 92.65 | 34.16 | 30.59 | 46.55 | 55.77 | 38.85 | 51.70 | 26.88 | 31.83 | 44.75 | 46.24 | 69.86 | 109.72 | 45.28 | 29.98 | 27.35 | NA |
| Draw Down(%) | NA | 35.92 | 36.28 | 48.94 | 73.77 | NA | NA | … | … | 27.79 | 34.77 | 36.28 | 30.03 | 48.04 | 29.00 | 73.77 | 17.80 | 34.83 | 43.92 | 36.11 | 41.51 | 59.55 | 14.51 | 20.71 | 38.76 | 33.76 | 36.57 | 84.80 | 58.97 | 16.30 | 18.50 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBBK (The Bancorp, Inc.) |
-48.47%
Feb 2006 – Feb 2009 |
-24.57%
Dec 2006 – Dec 2011 |
-15.03%
Mar 2007 – Mar 2017 |
-5.42%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBBK (The Bancorp, Inc.) |
66.17%
Mar 2020 – Mar 2023 |
54.15%
Mar 2020 – Mar 2025 |
29.45%
Jan 2016 – Jan 2026 |
20.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart