Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBBC (Triad Business Bank) | NA | 0.00% | -17.37% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBBC (Triad Business Bank) | 10/05/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -17.37 | NA | NA | NA | NA | … | … | 6.80 | -21.97 | -32.93 | -7.61 | 7.04 | -5.24 |
| Sharpe Ratio | NA | -0.13 | -0.69 | NA | NA | NA | NA | … | … | 0.26 | -0.70 | -1.63 | -0.43 | 0.19 | -1.03 |
| Standard Deviation(%) | NA | 23.77 | 30.17 | NA | NA | NA | NA | … | … | 24.72 | 41.06 | 22.98 | 21.04 | 36.36 | 19.72 |
| Draw Down(%) | NA | 13.90 | 52.43 | NA | NA | NA | NA | … | … | 13.90 | 32.41 | 36.55 | 17.67 | 22.37 | 6.67 |
| Yield(%) | 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 09/26/2025, Common starting date is 10/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBBC (Triad Business Bank) |
-24.09%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBBC (Triad Business Bank) |
-12.79%
Dec 2020 – Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart