Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWBC (Community West Bancshares) | 13.72% | 41.81% | 21.32% | 19.10% | 16.88% | 16.18% | 4.65% | … | … |
Data as of 06/09/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBC (Community West Bancshares) | 11/19/1996 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.93 | 41.81 | 21.32 | 19.10 | 16.88 | 16.18 | 4.65 | … | … | 13.72 | 19.10 | -10.70 | 56.10 | 17.03 | 57.13 | -12.97 | 13.04 | -4.25 | 17.02 | 34.96 | 8.44 | 0.61 | 95.82 | 124.83 | -58.61 | 30.91 | -23.40 | -60.70 | -39.78 | 12.69 | 6.31 | 51.56 | 91.90 | -21.83 | 54.84 | -45.28 | -32.70 | 1.32 | 90.00 | 8.11 |
| Sharpe Ratio | NA | 1.74 | 0.58 | 0.48 | 0.45 | NA | NA | … | … | 1.18 | 0.64 | -0.50 | 0.91 | 0.65 | 1.99 | -0.24 | 0.68 | -0.22 | 0.85 | 1.52 | 0.59 | 0.02 | 1.97 | 1.78 | -0.98 | 0.58 | -0.23 | -0.62 | -1.46 | 0.58 | 0.15 | 1.41 | 2.81 | -0.51 | 1.04 | -0.68 | -0.58 | -0.04 | 1.64 | 2.32 |
| Standard Deviation(%) | NA | 22.71 | 29.12 | 34.31 | 33.26 | NA | NA | … | … | 20.40 | 25.62 | 28.41 | 58.16 | 24.27 | 28.70 | 54.35 | 17.01 | 26.23 | 19.29 | 22.93 | 14.23 | 26.61 | 48.54 | 70.89 | 59.87 | 52.85 | 102.80 | 98.44 | 29.43 | 16.19 | 26.55 | 35.89 | 32.48 | 45.20 | 51.59 | 72.64 | 62.46 | 51.86 | 52.26 | 42.32 |
| Draw Down(%) | NA | 12.59 | 29.07 | 50.13 | 55.33 | NA | NA | … | … | 12.59 | 19.09 | 24.90 | 50.13 | 14.79 | 10.04 | 52.05 | 7.18 | 22.86 | 6.16 | 7.53 | 5.10 | 23.24 | 14.33 | 27.03 | 69.48 | 31.20 | 58.12 | 68.30 | 41.10 | 5.89 | 21.26 | 14.64 | 6.63 | 45.96 | 28.18 | 57.81 | 60.00 | 43.23 | 24.24 | 6.98 |
| Yield(%) | 0.00 | 2.63 | 3.61 | 4.77 | 6.00 | 8.11 | 1.69 | … | … | 1.09 | 2.52 | 2.51 | 4.88 | 4.88 | 8.32 | 4.16 | 2.19 | 1.78 | 1.63 | 1.91 | 2.13 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.30 | 1.53 | 1.66 | 1.35 | 1.33 | 0.00 | 0.00 | 0.00 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBC (Community West Bancshares) |
-48.13%
Jun 2006 – Jun 2009 |
-37.13%
Dec 2006 – Dec 2011 |
-16.94%
Sep 1999 – Sep 2009 |
-8.32%
Feb 1997 – Feb 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBC (Community West Bancshares) |
64.23%
Dec 2011 – Dec 2014 |
45.74%
Nov 2011 – Nov 2016 |
27.36%
Dec 2011 – Dec 2021 |
18.19%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart