Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBNK (Territorial Bancorp Inc.) | NA | 6.52% | -27.12% | -15.38% | -5.88% | -1.42% | NA | … | … |
Data as of 04/01/2025, Common starting date is 07/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBNK (Territorial Bancorp Inc.) | 07/13/2009 | 04/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 6.52 | -27.12 | -15.38 | -5.88 | -1.42 | NA | … | … | -14.19 | -11.68 | -50.81 | -0.42 | 9.82 | -19.38 | 27.78 | -11.50 | -0.93 | 23.33 | 33.33 | -3.34 | 4.89 | 18.20 | 1.03 | 11.83 | 20.43 |
| Sharpe Ratio | NA | 0.09 | -0.67 | -0.42 | -0.21 | NA | NA | … | … | -1.71 | -0.42 | -0.83 | -0.10 | 0.39 | -0.34 | 1.51 | -1.03 | -0.09 | 1.58 | 2.14 | -0.23 | 0.34 | 0.93 | 0.04 | 0.41 | 2.67 |
| Standard Deviation(%) | NA | 35.44 | 45.50 | 41.50 | 33.61 | NA | NA | … | … | 28.84 | 36.39 | 65.94 | 19.46 | 24.92 | 56.79 | 17.42 | 12.58 | 18.04 | 14.61 | 15.56 | 14.71 | 14.10 | 19.59 | 26.69 | 28.54 | 17.88 |
| Draw Down(%) | NA | 28.86 | 71.04 | 73.51 | 74.33 | NA | NA | … | … | 16.66 | 39.39 | 71.04 | 28.37 | 16.64 | 36.05 | 11.34 | 17.52 | 14.96 | 9.19 | 5.92 | 13.36 | 11.49 | 9.07 | 10.70 | 21.16 | 4.23 |
| Yield(%) | 0.00 | 0.51 | 2.25 | 3.15 | 4.10 | 4.53 | 4.16 | … | … | 0.11 | 0.71 | 3.05 | 4.06 | 4.70 | 2.99 | 5.80 | 3.80 | 3.84 | 3.56 | 3.72 | 3.21 | 2.81 | 2.34 | 1.83 | 1.37 | 0.00 |
Data as of 04/01/2025, Common starting date is 07/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBNK (Territorial Bancorp Inc.) |
-29.91%
Apr 2021 – Apr 2024 |
-19.64%
Apr 2019 – Apr 2024 |
-5.93%
Nov 2013 – Nov 2023 |
-1.87%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBNK (Territorial Bancorp Inc.) |
20.63%
Sep 2014 – Sep 2017 |
14.53%
Dec 2011 – Dec 2016 |
10.16%
Nov 2009 – Nov 2019 |
1.10%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart