Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANC-PF (Banc of California Inc.) | 4.02% | 10.79% | 34.90% | 11.32% | 4.66% | 4.19% | 0.32% | … | … |
Data as of 06/12/2026, Common starting date is 08/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANC-PF (Banc of California Inc.) | 08/23/2002 | 06/12/2026 |
| 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 (%) | -0.08 | 10.79 | 34.90 | 11.32 | 4.66 | 4.19 | 0.32 | … | … | 4.02 | 11.41 | 14.23 | 45.76 | -18.81 | 33.38 | -14.38 | 29.08 | -35.54 | 19.02 | 18.67 | 27.46 | -14.47 | 9.29 | 19.71 | -22.76 | 148.04 | -44.56 | -47.01 | -34.28 | 1.84 | -0.51 | 22.54 | 32.70 | 18.20 |
| Sharpe Ratio | NA | 1.39 | 0.77 | 0.22 | 0.06 | NA | NA | … | … | 1.36 | 0.96 | 0.83 | 0.56 | -0.65 | 1.00 | -0.18 | 0.93 | -1.32 | 0.49 | 0.36 | 1.15 | -0.57 | 0.36 | 0.58 | -0.47 | 2.21 | -0.43 | -0.75 | -1.22 | -0.08 | -0.16 | 1.10 | 2.16 | 3.61 |
| Standard Deviation(%) | NA | 5.84 | 40.89 | 38.54 | 44.45 | NA | NA | … | … | 4.92 | 8.92 | 12.71 | 75.40 | 31.33 | 33.24 | 81.23 | 29.82 | 27.98 | 37.37 | 51.23 | 23.80 | 25.20 | 25.82 | 34.40 | 48.86 | 66.86 | 103.26 | 63.45 | 30.69 | 19.76 | 17.87 | 19.63 | 14.82 | 16.47 |
| Draw Down(%) | NA | 2.63 | 27.06 | 54.30 | 71.67 | NA | NA | … | … | 1.74 | 5.24 | 5.84 | 44.99 | 31.75 | 26.64 | 62.78 | 24.40 | 42.63 | 24.12 | 51.30 | 17.04 | 29.34 | 19.88 | 22.57 | 39.25 | 30.87 | 51.30 | 55.57 | 35.15 | 9.37 | 12.50 | 17.79 | 7.79 | 6.71 |
| Yield(%) | 0.00 | 7.88 | 12.90 | 5.39 | 2.48 | 1.94 | 0.84 | … | … | 3.85 | 7.90 | 8.46 | 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 06/12/2026, Common starting date is 08/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANC-PF (Banc of California Inc.) |
-44.73%
Oct 2006 – Oct 2009 |
-29.82%
Oct 2004 – Oct 2009 |
-8.91%
Jan 2005 – Jan 2015 |
-7.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANC-PF (Banc of California Inc.) |
42.09%
May 2023 – May 2026 |
28.12%
Mar 2020 – Mar 2025 |
12.37%
Dec 2009 – Dec 2019 |
11.93%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart