Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBZ (CoBiz Financial Inc) | NA | 15.07% | 19.70% | 17.80% | NA | NA | NA | … | … |
Data as of 10/01/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBZ (CoBiz Financial Inc) | 06/18/2012 | 10/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.40 | 15.07 | 19.70 | 17.80 | NA | NA | NA | … | … | 10.76 | 18.35 | 25.86 | 2.21 | 9.78 | 60.11 | 25.13 | -4.47 | 28.90 | -50.25 | -32.89 | -31.55 | 22.18 | -9.25 | 67.05 | 25.80 | 11.35 | 19.74 | 36.90 | 17.69 | -23.01 |
| Sharpe Ratio | NA | 0.58 | 0.78 | 0.69 | -0.28 | NA | NA | … | … | 0.72 | 0.74 | 0.93 | 0.08 | 0.39 | 2.10 | 2.23 | -0.43 | 0.24 | -0.81 | -0.57 | -1.56 | -0.01 | -1.00 | 1.57 | 0.21 | -0.28 | -0.03 | 0.38 | 0.31 | -0.80 |
| Standard Deviation(%) | NA | 19.90 | 24.54 | 25.18 | 44.39 | NA | NA | … | … | 18.60 | 24.17 | 27.50 | 25.77 | 25.08 | 28.60 | 23.47 | 53.01 | 43.37 | 84.90 | 92.47 | 34.49 | 24.27 | 30.26 | 30.15 | 31.61 | 30.31 | 45.82 | 36.29 | 46.25 | 52.19 |
| Draw Down(%) | NA | 13.72 | 25.25 | 25.25 | 66.24 | NA | NA | … | … | 13.72 | 12.87 | 22.58 | 16.98 | 19.37 | 17.42 | 11.68 | 38.26 | 38.09 | 59.16 | 65.40 | 34.68 | 7.98 | 22.66 | 10.91 | 11.28 | 19.72 | 28.93 | 13.15 | 22.69 | 36.33 |
| Yield(%) | 0.00 | 1.61 | 1.81 | 2.06 | 1.90 | 1.27 | 0.95 | … | … | 1.29 | 1.25 | 1.47 | 1.31 | 1.23 | 1.56 | 0.67 | 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 10/01/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBZ (CoBiz Financial Inc) |
5.44%
Oct 2013 – Oct 2016 |
16.88%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBZ (CoBiz Financial Inc) |
25.03%
Nov 2012 – Nov 2015 |
24.71%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart