Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVBH (Avidbank Holdings Inc) | 19.77% | 59.29% | 27.08% | 6.15% | 8.17% | 10.26% | 3.83% | … | … |
Data as of 06/09/2026, Common starting date is 07/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVBH (Avidbank Holdings Inc) | 07/13/2004 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | 59.29 | 27.08 | 6.15 | 8.17 | 10.26 | 3.83 | … | … | 19.77 | 25.09 | 1.97 | 3.24 | -17.53 | 43.43 | -29.29 | 17.86 | -12.32 | 32.32 | 30.69 | 14.94 | 2.99 | 26.49 | 51.64 | 0.00 | -21.29 | -34.04 | -14.55 | -5.17 | 12.40 | 0.39 | 6.20 |
| Sharpe Ratio | NA | 2.72 | 1.37 | 0.15 | 0.27 | NA | NA | … | … | 2.12 | 0.94 | -0.37 | -0.03 | -0.99 | 2.17 | -0.73 | 1.29 | -1.28 | 3.37 | 2.19 | 0.67 | 0.26 | 1.27 | 1.35 | 0.00 | -0.36 | -0.61 | -0.26 | -0.31 | 0.32 | -0.06 | 1.03 |
| Standard Deviation(%) | NA | 19.85 | 19.04 | 23.95 | 22.78 | NA | NA | … | … | 20.15 | 23.98 | 12.68 | 37.42 | 19.26 | 19.96 | 40.08 | 12.73 | 10.64 | 9.45 | 13.83 | 22.10 | 11.37 | 20.76 | 38.51 | 34.01 | 59.24 | 55.55 | 60.16 | 26.45 | 28.27 | 30.12 | 11.86 |
| Draw Down(%) | NA | 13.24 | 25.16 | 48.89 | 49.91 | NA | NA | … | … | 13.24 | 25.16 | 14.37 | 37.27 | 25.93 | 7.92 | 47.16 | 4.63 | 20.30 | 2.56 | 6.02 | 12.86 | 10.17 | 8.33 | 14.49 | 27.27 | 40.62 | 38.72 | 36.21 | 15.38 | 19.05 | 15.09 | 1.91 |
| 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 | 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 06/09/2026, Common starting date is 07/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVBH (Avidbank Holdings Inc) |
-30.17%
Sep 2007 – Sep 2010 |
-16.88%
Oct 2006 – Oct 2011 |
-1.48%
Feb 2005 – Feb 2015 |
-0.06%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVBH (Avidbank Holdings Inc) |
28.88%
May 2023 – May 2026 |
24.64%
Nov 2011 – Nov 2016 |
15.20%
Dec 2011 – Dec 2021 |
10.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart