Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWLZ (Cowlitz Bancorporation) | NA | -16.67% | -5.90% | -39.46% | -37.50% | -22.11% | NA | … | … |
Data as of 09/29/2014, Common starting date is 03/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWLZ (Cowlitz Bancorporation) | 03/13/1998 | 09/29/2014 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.67 | -5.90 | -39.46 | -37.50 | -22.11 | NA | … | … |
| 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 | 1.71 | 0.69 | … | … |
Data as of 09/29/2014, Common starting date is 03/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWLZ (Cowlitz Bancorporation) |
-78.95%
Apr 2010 – Apr 2013 |
-67.73%
Apr 2007 – Apr 2012 |
-39.02%
Dec 2003 – Dec 2013 |
-28.07%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWLZ (Cowlitz Bancorporation) |
39.19%
Dec 2000 – Dec 2003 |
28.12%
Dec 2000 – Dec 2005 |
5.97%
Apr 2000 – Apr 2010 |
-21.75%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart