Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCBK (TriCo Bancshares) | -1.29% | 5.26% | 0.18% | 11.55% | 8.50% | 8.37% | 5.92% | 9.32% |
Data as of 07/11/2025, AR inception is 04/21/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBK (TriCo Bancshares) | 04/21/1993 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 5.26 | 0.18 | 11.55 | 8.50 | 8.37 | 5.92 | 9.32 | -1.29 | 5.08 | -13.03 | 21.55 | 24.53 | -10.98 | 23.36 | -9.09 | 12.78 | 27.23 | 13.38 | -11.32 | 72.66 | 20.43 | -9.66 | -0.63 | -31.10 | 33.14 | -27.41 | 18.48 | 1.99 | 51.17 | 30.15 | 31.80 | 21.39 | -14.81 | 16.67 | -27.21 | 56.32 | 35.94 | 37.93 | -38.30 | 42.27 |
| Sharpe Ratio | NA | 0.07 | -0.09 | 0.29 | 0.23 | NA | NA | 0.19 | -0.21 | 0.04 | -0.44 | 0.76 | 0.81 | -0.20 | 1.14 | -0.51 | 0.52 | 1.17 | 0.64 | -0.52 | 3.16 | 0.79 | -0.19 | -0.02 | -0.45 | 0.32 | -0.92 | 0.51 | -0.01 | 1.74 | 1.13 | 0.97 | 0.60 | -0.58 | 0.39 | -0.72 | 1.44 | 0.96 | 1.00 | -0.78 | 1.22 |
| Standard Deviation(%) | NA | 31.50 | 33.76 | 33.43 | 31.44 | NA | NA | 39.27 | 26.08 | 36.15 | 38.40 | 26.70 | 30.21 | 55.10 | 19.26 | 20.68 | 23.37 | 23.10 | 20.81 | 21.79 | 23.01 | 25.97 | 50.18 | 37.27 | 69.16 | 99.78 | 33.45 | 29.82 | 36.80 | 28.90 | 25.96 | 31.63 | 32.06 | 33.09 | 34.46 | 42.83 | 36.34 | 33.34 | 34.06 | 53.11 | 51.61 |
| Draw Down(%) | NA | 26.58 | 48.83 | 48.83 | 48.83 | NA | NA | 67.14 | 19.80 | 25.83 | 43.94 | 17.63 | 24.64 | 41.26 | 15.16 | 19.41 | 12.42 | 13.27 | 9.67 | 22.80 | 11.45 | 16.21 | 29.55 | 41.16 | 57.11 | 52.70 | 29.08 | 18.25 | 18.08 | 12.64 | 9.61 | 21.31 | 11.01 | 22.91 | 16.25 | 37.87 | 16.82 | 10.00 | 12.65 | 42.86 | 12.50 |
| Yield(%) | 0.00 | 3.18 | 2.72 | 4.04 | 3.84 | 4.13 | 3.16 | 10.72 | 1.53 | 3.05 | 2.40 | 2.55 | 2.86 | 2.17 | 2.42 | 1.84 | 1.96 | 2.25 | 2.13 | 1.60 | 2.42 | 2.48 | 2.16 | 2.36 | 2.12 | 2.76 | 1.89 | 2.12 | 1.93 | 2.41 | 1.59 | 2.13 | 2.58 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 04/21/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBK (TriCo Bancshares) |
-19.38%
Jun 2005 - Jun 2008 |
-10.76%
Sep 2006 - Sep 2011 |
1.23%
Mar 2006 - Mar 2016 |
3.17%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBK (TriCo Bancshares) |
43.11%
Dec 1994 - Dec 1997 |
30.55%
Mar 2001 - Mar 2006 |
20.91%
Dec 1994 - Dec 2004 |
12.63%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart