Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WABC (Westamerica Bancorporation) | 21.23% | 20.62% | 15.36% | 2.13% | 4.79% | 4.43% | 3.87% | … | … |
Data as of 06/10/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WABC (Westamerica Bancorporation) | 03/17/1980 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.60 | 20.62 | 15.36 | 2.13 | 4.79 | 4.43 | 3.87 | … | … | 21.23 | -5.36 | -3.61 | -0.81 | 5.18 | 7.41 | -16.13 | 24.85 | -3.93 | -2.64 | 39.22 | -1.33 | -10.46 | 36.86 | 0.22 | -18.40 | 2.88 | 11.37 | 17.85 | -9.43 | -2.10 | -6.88 | 19.63 | 26.70 | 3.78 | -5.98 | 58.10 | -23.98 | 7.82 | 77.06 | 33.53 | 45.38 | 9.17 | 15.34 | 18.87 | 25.20 | -31.72 | 40.91 | 37.50 | -51.02 | 122.73 | 37.50 | 6.67 | 5.26 | 14.00 | -15.25 | 9.26 |
| Sharpe Ratio | NA | 0.97 | 0.50 | -0.05 | 0.11 | NA | NA | … | … | 2.71 | -0.35 | -0.25 | -0.15 | 0.17 | 0.30 | -0.37 | 1.27 | -0.23 | -0.14 | 1.58 | -0.06 | -0.54 | 2.19 | 0.01 | -0.48 | 0.12 | 0.23 | 0.28 | -0.39 | -0.30 | -0.48 | 1.01 | 1.59 | 0.10 | -0.29 | 1.36 | -1.05 | 0.12 | 3.23 | 1.90 | 2.54 | 0.27 | 0.54 | 0.73 | 0.82 | -1.39 | 1.40 | 0.83 | -1.52 | 3.25 | 1.16 | -0.03 | -0.04 | 0.27 | -1.37 | 0.18 |
| Standard Deviation(%) | NA | 20.96 | 25.55 | 25.34 | 26.88 | NA | NA | … | … | 19.13 | 23.71 | 29.20 | 29.14 | 21.92 | 24.28 | 44.69 | 18.47 | 23.41 | 22.89 | 24.64 | 23.37 | 19.32 | 16.83 | 18.70 | 38.23 | 22.84 | 47.98 | 59.95 | 31.99 | 18.21 | 18.96 | 18.47 | 16.34 | 27.00 | 29.49 | 39.74 | 25.98 | 36.63 | 22.63 | 15.61 | 16.32 | 22.38 | 24.36 | 22.16 | 25.98 | 26.64 | 25.02 | 38.93 | 36.15 | 36.23 | 27.69 | 10.95 | 23.15 | 22.96 | 18.80 | 20.41 |
| Draw Down(%) | NA | 11.82 | 24.68 | 40.77 | 40.77 | NA | NA | … | … | 6.54 | 16.12 | 20.24 | 36.37 | 15.59 | 17.54 | 29.90 | 8.19 | 17.70 | 20.52 | 12.90 | 16.58 | 18.51 | 7.68 | 15.09 | 33.64 | 17.06 | 33.23 | 30.42 | 21.12 | 15.63 | 15.99 | 7.84 | 8.07 | 22.12 | 23.10 | 24.28 | 29.00 | 32.87 | 19.57 | 8.82 | 2.67 | 11.65 | 19.33 | 17.98 | 17.22 | 43.59 | 15.66 | 29.80 | 59.83 | 14.79 | 8.00 | 14.71 | 24.29 | 27.87 | 31.43 | 30.00 |
| Yield(%) | 0.00 | 3.79 | 4.35 | 2.88 | 3.45 | 3.40 | 3.19 | … | … | 1.97 | 3.53 | 3.13 | 2.95 | 2.87 | 2.94 | 2.42 | 2.87 | 2.70 | 2.49 | 3.45 | 3.16 | 2.74 | 3.37 | 3.28 | 2.57 | 2.57 | 2.79 | 3.19 | 2.66 | 2.39 | 2.11 | 2.22 | 2.46 | 2.30 | 2.03 | 2.88 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABC (Westamerica Bancorporation) |
-11.19%
Apr 2020 – Apr 2023 |
-7.30%
Jan 1987 – Jan 1992 |
0.50%
Jan 2005 – Jan 2015 |
0.42%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABC (Westamerica Bancorporation) |
56.23%
Jan 1984 – Jan 1987 |
38.59%
Jan 1982 – Jan 1987 |
23.89%
Dec 1987 – Dec 1997 |
20.15%
Mar 1983 – Mar 1998 |
Annualized Rolling Returns Comparison Chart