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
CTBK (City Bank) NA 0.00% -79.73% -54.27% -51.18% -48.34% -45.52%
Data as of 03/13/2024, Common starting date is 06/09/1999
More Performance Analytics Comparison
Name Start Date End Date
CTBK (City Bank) 06/09/1999 03/13/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 -79.73 -54.27 -51.18 -48.34 -45.52
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.62
Data as of 03/13/2024, Common starting date is 06/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTBK (City Bank) -82.77%
Sep 2007 – Sep 2010
-69.01%
Mar 2017 – Mar 2022
-63.39%
Jul 2007 – Jul 2017
-57.19%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTBK (City Bank) 137.13%
Dec 2017 – Dec 2020
39.77%
Dec 2015 – Dec 2020
-12.78%
Aug 1999 – Aug 2009
-26.54%
Jul 1999 – Jul 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return