Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) | 25.22% | 46.43% | 18.80% | 9.53% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 11/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEL (Stellar Bancorp, Inc.) | 11/08/2017 | 06/18/2026 |
| 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 (%) | 0.47 | 46.43 | 18.80 | 9.53 | NA | NA | NA | … | … | 25.22 | 12.10 | 4.00 | -3.51 | 3.40 | 15.78 | -16.32 | 7.28 | -0.25 | 3.48 |
| Sharpe Ratio | NA | 1.72 | 0.50 | 0.19 | NA | NA | NA | … | … | 2.70 | 0.36 | 0.01 | -0.19 | 0.07 | 0.52 | -0.21 | 0.24 | -0.07 | 1.57 |
| Standard Deviation(%) | NA | 24.10 | 28.71 | 30.18 | NA | NA | NA | … | … | 24.19 | 26.36 | 31.04 | 37.05 | 28.71 | 30.58 | 78.26 | 24.51 | 21.88 | 17.23 |
| Draw Down(%) | NA | 11.68 | 24.67 | 41.78 | NA | NA | NA | … | … | 10.63 | 16.23 | 21.99 | 31.31 | 20.93 | 22.72 | 57.42 | 22.57 | 23.68 | 3.52 |
| Yield(%) | 0.39 | 2.21 | 2.28 | 2.10 | 1.40 | 0.93 | 0.70 | … | … | 0.98 | 2.05 | 1.93 | 1.78 | 1.74 | 2.06 | 1.28 | 1.34 | 0.68 | 0.17 |
Data as of 06/18/2026, Common starting date is 11/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) |
-9.68%
Jul 2018 – Jul 2021 |
-8.77%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) |
20.27%
Apr 2023 – Apr 2026 |
16.72%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart