Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBNK (Capital Bancorp) | 18.63% | 8.37% | 23.24% | 11.29% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBNK (Capital Bancorp) | 09/26/2018 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 8.37 | 23.24 | 11.29 | NA | NA | NA | … | … | 18.63 | 0.27 | 19.66 | 4.31 | -9.31 | 88.84 | -6.45 | 30.50 | -10.86 |
| Sharpe Ratio | NA | 0.16 | 0.76 | 0.33 | NA | NA | NA | … | … | 2.07 | -0.10 | 0.55 | 0.02 | -0.43 | 2.54 | -0.07 | 0.98 | -0.75 |
| Standard Deviation(%) | NA | 25.84 | 27.39 | 27.65 | NA | NA | NA | … | … | 25.50 | 27.65 | 29.03 | 28.87 | 24.85 | 35.00 | 96.81 | 29.67 | 50.30 |
| Draw Down(%) | NA | 24.81 | 24.81 | 43.34 | NA | NA | NA | … | … | 13.60 | 24.81 | 22.78 | 33.25 | 21.83 | 21.94 | 53.12 | 9.70 | 18.77 |
| Yield(%) | 0.00 | 1.54 | 2.16 | 1.58 | 1.28 | 0.85 | 0.64 | … | … | 0.86 | 1.57 | 1.44 | 1.21 | 0.85 | 0.74 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 09/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBNK (Capital Bancorp) |
-3.04%
Apr 2021 – Apr 2024 |
8.80%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBNK (Capital Bancorp) |
32.11%
Dec 2018 – Dec 2021 |
28.90%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart