Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVLY (Mission Valley Bancorp) | 9.16% | 24.04% | 15.97% | 6.91% | 9.90% | 10.89% | 3.96% | … | … |
Data as of 06/10/2026, Common starting date is 04/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVLY (Mission Valley Bancorp) | 04/03/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 24.04 | 15.97 | 6.91 | 9.90 | 10.89 | 3.96 | … | … | 9.16 | 3.93 | 24.98 | 5.74 | -7.17 | 35.55 | -26.48 | 3.23 | -4.11 | 40.02 | 17.63 | 48.74 | -6.15 | 31.31 | 20.73 | 9.33 | -37.50 | -18.70 | -28.00 | 8.58 | -14.49 |
| Sharpe Ratio | NA | 1.03 | 0.67 | 0.21 | 0.36 | NA | NA | … | … | 1.61 | 0.05 | 1.26 | 0.11 | -0.50 | 1.60 | -0.81 | 0.19 | -0.29 | 1.59 | 0.40 | 1.75 | -0.23 | 0.64 | 0.52 | 0.18 | -0.75 | -0.33 | -0.50 | 0.15 | -0.73 |
| Standard Deviation(%) | NA | 19.64 | 17.95 | 18.56 | 22.36 | NA | NA | … | … | 11.16 | 22.74 | 16.89 | 19.87 | 17.01 | 22.73 | 32.87 | 9.20 | 18.82 | 24.83 | 43.11 | 27.80 | 26.64 | 48.95 | 40.05 | 50.52 | 49.91 | 56.80 | 57.67 | 36.97 | 30.67 |
| Draw Down(%) | NA | 9.37 | 17.38 | 24.39 | 58.30 | NA | NA | … | … | 3.60 | 17.38 | 13.41 | 13.98 | 18.07 | 9.86 | 46.69 | 10.75 | 24.32 | 12.96 | 21.05 | 14.59 | 16.43 | 24.14 | 22.40 | 25.45 | 47.69 | 37.42 | 40.49 | 17.02 | 21.74 |
| Yield(%) | 0.00 | 0.97 | 1.20 | 1.05 | 1.29 | 1.65 | 0.46 | … | … | 0.86 | 0.88 | 1.03 | 1.14 | 1.04 | 0.00 | 0.00 | 0.71 | 0.00 | 0.95 | 0.83 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVLY (Mission Valley Bancorp) |
-33.03%
Aug 2007 – Aug 2010 |
-16.36%
Jun 2007 – Jun 2012 |
-2.17%
Jun 2006 – Jun 2016 |
1.20%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVLY (Mission Valley Bancorp) |
36.41%
Apr 2015 – Apr 2018 |
24.84%
May 2013 – May 2018 |
13.97%
Jun 2011 – Jun 2021 |
11.34%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart