Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBI-PF (Customers Bancorp Inc) | NA | 8.13% | 9.97% | 9.05% | NA | NA | NA | … | … |
Data as of 12/12/2025, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBI-PF (Customers Bancorp Inc) | 09/13/2016 | 12/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 8.13 | 9.97 | 9.05 | NA | NA | NA | … | … | 8.00 | 11.97 | 9.93 | 7.50 | 7.24 | 2.67 | 16.52 | -4.40 | 11.11 | 2.11 |
| Sharpe Ratio | NA | 0.90 | 0.26 | 0.33 | NA | NA | NA | … | … | 0.98 | 1.48 | 0.14 | 0.64 | 0.99 | 0.04 | 1.41 | -0.46 | 1.17 | 0.43 |
| Standard Deviation(%) | NA | 5.79 | 25.66 | 20.60 | NA | NA | NA | … | … | 5.65 | 5.63 | 43.88 | 9.55 | 7.31 | 64.39 | 10.70 | 12.54 | 8.94 | 16.25 |
| Draw Down(%) | NA | 2.86 | 33.20 | 33.20 | NA | NA | NA | … | … | 2.86 | 2.97 | 33.20 | 5.92 | 4.28 | 52.47 | 3.82 | 12.13 | 2.98 | 9.54 |
| Yield(%) | 0.00 | 9.25 | 9.84 | 8.54 | 6.85 | 4.57 | 3.42 | … | … | 9.19 | 10.41 | 10.03 | 6.35 | 5.98 | 5.73 | 6.35 | 5.82 | 6.04 | 1.49 |
Data as of 12/12/2025, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PF (Customers Bancorp Inc) |
-4.18%
Jun 2017 – Jun 2020 |
1.35%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBI-PF (Customers Bancorp Inc) |
13.35%
Jul 2020 – Jul 2023 |
14.83%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart