Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANC (Banc of California, Inc.) | 0.62% | 44.62% | 22.29% | 3.49% | 1.75% | 4.30% | 1.06% | … | … |
Data as of 06/05/2026, Common starting date is 08/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANC (Banc of California, Inc.) | 08/26/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 44.62 | 22.29 | 3.49 | 1.75 | 4.30 | 1.06 | … | … | 0.62 | 30.77 | 18.32 | -13.04 | -17.67 | 35.08 | -12.65 | 31.79 | -33.66 | 22.07 | 21.95 | 32.28 | -10.91 | 14.51 | 24.66 | -20.12 | 154.88 | -42.23 | -43.71 | -32.17 | 4.11 | 1.47 | 24.73 | 34.49 | 17.13 |
| Sharpe Ratio | NA | 1.40 | 0.50 | 0.03 | 0.01 | NA | NA | … | … | -0.04 | 0.82 | 0.37 | -0.38 | -0.61 | 1.06 | -0.16 | 1.02 | -1.26 | 0.58 | 0.42 | 1.36 | -0.43 | 0.56 | 0.73 | -0.41 | 2.40 | -0.46 | -0.74 | -1.25 | 0.04 | -0.05 | 1.30 | 2.33 | 3.46 |
| Standard Deviation(%) | NA | 29.93 | 37.81 | 36.38 | 43.55 | NA | NA | … | … | 29.18 | 34.77 | 40.03 | 44.17 | 31.33 | 33.20 | 81.34 | 29.85 | 27.85 | 37.31 | 51.28 | 23.75 | 25.26 | 26.04 | 34.23 | 49.01 | 64.58 | 92.22 | 59.94 | 28.28 | 16.95 | 16.50 | 18.25 | 14.48 | 16.24 |
| Draw Down(%) | NA | 20.47 | 31.21 | 53.31 | 69.80 | NA | NA | … | … | 20.47 | 26.45 | 19.31 | 44.58 | 30.79 | 26.40 | 62.60 | 23.73 | 40.94 | 23.67 | 51.02 | 17.04 | 28.70 | 19.18 | 21.74 | 38.64 | 30.39 | 49.77 | 52.81 | 33.07 | 8.89 | 12.50 | 17.46 | 7.79 | 6.71 |
| Yield(%) | 0.00 | 3.07 | 3.55 | 1.91 | 1.84 | 2.65 | 1.53 | … | … | 0.62 | 2.62 | 3.01 | 2.53 | 1.20 | 1.60 | 1.41 | 2.28 | 2.51 | 3.01 | 3.37 | 4.19 | 3.62 | 4.87 | 4.01 | 3.27 | 4.67 | 2.59 | 4.25 | 2.67 | 2.29 | 1.94 | 1.87 | 1.55 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANC (Banc of California, Inc.) |
-42.30%
Oct 2006 – Oct 2009 |
-27.40%
Oct 2004 – Oct 2009 |
-5.53%
Jan 2005 – Jan 2015 |
-4.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANC (Banc of California, Inc.) |
39.94%
Oct 2009 – Oct 2012 |
24.50%
Oct 2009 – Oct 2014 |
16.12%
Dec 2009 – Dec 2019 |
11.34%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart