Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSFO (Bank of San Francisco) | 32.72% | 56.36% | 31.76% | 9.75% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSFO (Bank of San Francisco) | 11/20/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.44 | 56.36 | 31.76 | 9.75 | NA | NA | NA | … | … | 32.72 | 0.00 | 20.08 | -2.02 | 13.10 | 9.37 | -14.27 | 24.21 | 0.00 |
| Sharpe Ratio | NA | 2.51 | 1.36 | 0.44 | NA | NA | NA | … | … | 3.76 | -0.15 | 0.80 | -0.24 | 0.78 | 0.70 | -0.80 | 1.58 | 0.00 |
| Standard Deviation(%) | NA | 24.56 | 22.12 | 20.39 | NA | NA | NA | … | … | 30.01 | 19.42 | 17.13 | 26.68 | 15.09 | 13.33 | 17.97 | 14.42 | NA |
| Draw Down(%) | NA | 7.38 | 16.88 | 35.58 | NA | NA | NA | … | … | 7.38 | 16.88 | 12.07 | 35.58 | 7.20 | 11.11 | 31.20 | 6.22 | 0.00 |
| 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 |
Data as of 06/09/2026, Common starting date is 11/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSFO (Bank of San Francisco) |
-2.46%
Jul 2019 – Jul 2022 |
0.83%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSFO (Bank of San Francisco) |
32.30%
May 2023 – May 2026 |
11.10%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart