Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSRR (Sierra Bancorp) | 24.69% | 46.53% | 38.48% | 12.76% | 12.68% | 12.55% | 5.23% | … | … |
Data as of 06/10/2026, Common starting date is 04/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSRR (Sierra Bancorp) | 04/18/1994 | 06/10/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.92 | 46.53 | 38.48 | 12.76 | 12.68 | 12.55 | 5.23 | … | … | 24.69 | 17.03 | 33.26 | 11.45 | -18.58 | 17.54 | -14.69 | 24.58 | -7.44 | 2.02 | 54.87 | 3.13 | 11.43 | 43.27 | 33.05 | -16.14 | 43.59 | -62.32 | -12.84 | -13.24 | 31.25 | 1.68 | 48.98 | 59.37 | 48.22 | 4.06 | -22.72 | 15.62 | -42.28 | 58.39 | 40.00 | 100.00 | 25.00 |
| Sharpe Ratio | NA | 1.70 | 1.01 | 0.29 | 0.29 | NA | NA | … | … | 1.93 | 0.46 | 0.72 | 0.26 | -0.94 | 0.58 | -0.19 | 1.00 | -0.39 | 0.05 | 2.05 | 0.14 | 0.43 | 1.57 | 1.06 | -0.34 | 1.03 | -0.83 | -0.15 | -0.54 | 0.97 | -0.02 | 2.34 | 1.19 | 1.22 | 0.03 | -0.43 | 0.27 | -1.02 | 1.47 | 1.31 | 1.13 | 0.18 |
| Standard Deviation(%) | NA | 28.24 | 34.61 | 30.78 | 37.14 | NA | NA | … | … | 28.21 | 30.96 | 41.28 | 30.10 | 21.33 | 30.04 | 80.04 | 23.01 | 22.50 | 26.98 | 26.61 | 22.71 | 26.32 | 27.57 | 31.44 | 46.95 | 42.05 | 75.51 | 92.39 | 30.55 | 28.72 | 29.88 | 20.54 | 49.39 | 38.47 | 57.02 | 62.03 | 46.09 | 44.73 | 36.95 | 27.45 | 84.79 | 190.08 |
| Draw Down(%) | NA | 16.80 | 29.07 | 42.70 | 56.38 | NA | NA | … | … | 15.29 | 24.49 | 21.27 | 27.73 | 28.97 | 19.16 | 54.99 | 15.62 | 25.23 | 17.69 | 19.20 | 13.33 | 11.68 | 17.70 | 20.68 | 26.03 | 26.53 | 70.72 | 42.95 | 22.35 | 16.49 | 20.91 | 12.85 | 28.11 | 25.71 | 24.09 | 38.09 | 30.77 | 45.69 | 26.03 | 11.00 | 31.82 | 67.74 |
| Yield(%) | 0.00 | 3.60 | 5.76 | 3.54 | 4.79 | 6.10 | 2.34 | … | … | 1.60 | 3.50 | 4.14 | 4.29 | 3.38 | 3.65 | 2.74 | 3.04 | 2.40 | 2.12 | 2.74 | 2.44 | 2.14 | 2.21 | 2.67 | 2.22 | 3.13 | 1.90 | 2.83 | 2.11 | 2.40 | 1.96 | 2.33 | 3.60 | 4.00 | 3.17 | 2.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRR (Sierra Bancorp) |
-35.77%
Nov 2006 – Nov 2009 |
-19.67%
Sep 2006 – Sep 2011 |
-3.04%
Oct 2006 – Oct 2016 |
-0.49%
Aug 1997 – Aug 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRR (Sierra Bancorp) |
92.20%
Sep 1994 – Sep 1997 |
39.62%
Oct 2001 – Oct 2006 |
25.40%
Nov 1994 – Nov 2004 |
14.03%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison Chart