Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CCBC (Chino Commercial Bancorp) -3.08% 4.19% 14.86% 9.00% 11.47% 12.33% 4.11%
Data as of 06/17/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
Name Start Date End Date
CCBC (Chino Commercial Bancorp) 10/08/2003 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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -15.77 4.19 14.86 9.00 11.47 12.33 4.11 -3.08 20.38 31.33 -8.36 4.96 37.29 -16.24 17.17 4.73 31.31 16.12 4.42 -10.38 51.43 16.67 -33.33 -10.00 66.67 -64.00 19.05 10.53 -7.32 -7.87 20.27
Sharpe Ratio NA 1.35 0.71 0.36 0.36 NA NA 1.50 0.54 1.46 -0.29 0.19 1.06 -0.40 0.57 0.12 1.36 0.63 0.17 -0.35 1.11 0.36 -0.55 -0.29 1.47 -1.01 0.65 0.29 -0.32 -0.16 2.74
Standard Deviation(%) NA 24.44 25.83 31.03 30.39 NA NA 22.33 33.11 16.95 44.13 18.61 35.02 40.55 27.69 27.44 22.63 25.35 26.12 29.59 46.44 47.14 60.27 34.55 45.37 64.29 24.64 25.25 29.24 55.46 44.59
Draw Down(%) NA 11.52 16.78 30.68 47.12 NA NA 6.25 13.27 9.95 28.13 15.65 19.68 37.96 19.69 28.10 11.47 12.50 22.11 18.55 10.20 20.00 40.74 23.53 17.58 64.00 9.43 20.83 13.64 36.67 9.41
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 0.00
Data as of 06/17/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBC (Chino Commercial Bancorp) -24.24%
Mar 2006 – Mar 2009
-18.48%
Feb 2004 – Feb 2009
-7.04%
May 2004 – May 2014
-0.40%
May 2005 – May 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBC (Chino Commercial Bancorp) 39.14%
Jun 2015 – Jun 2018
20.38%
Jun 2020 – Jun 2025
15.51%
Jun 2015 – Jun 2025
13.70%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return