Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBB (RBB Bancorp) | 17.98% | 49.51% | 33.95% | 2.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBB (RBB Bancorp) | 07/26/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 49.51 | 33.95 | 2.56 | NA | NA | NA | … | … | 17.98 | 4.38 | 11.03 | -4.42 | -18.49 | 74.43 | -25.74 | 22.94 | -34.99 | 17.60 |
| Sharpe Ratio | NA | 1.68 | 0.92 | 0.01 | NA | NA | NA | … | … | 1.79 | 0.05 | 0.24 | -0.16 | -0.69 | 2.37 | -0.45 | 0.74 | -1.43 | 2.67 |
| Standard Deviation(%) | NA | 27.86 | 33.24 | 34.05 | NA | NA | NA | … | … | 24.90 | 30.42 | 30.70 | 49.61 | 28.80 | 31.38 | 57.86 | 29.09 | 25.48 | 16.72 |
| Draw Down(%) | NA | 18.18 | 39.17 | 66.85 | NA | NA | NA | … | … | 8.92 | 26.32 | 17.48 | 56.45 | 29.31 | 15.37 | 48.31 | 19.96 | 48.02 | 8.39 |
| Yield(%) | 0.00 | 3.86 | 5.77 | 2.46 | 1.91 | 1.28 | 0.96 | … | … | 1.56 | 3.18 | 3.34 | 3.03 | 2.14 | 3.25 | 1.57 | 2.21 | 1.30 | 0.34 |
Data as of 06/05/2026, Common starting date is 07/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBB (RBB Bancorp) |
-19.52%
Sep 2017 – Sep 2020 |
-17.33%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBB (RBB Bancorp) |
36.57%
May 2023 – May 2026 |
14.15%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart