Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRCHL (First Republic Bank) | NA | -100.00% | -98.53% | -91.67% | NA | NA | NA | … | … |
Data as of 11/24/2023, Common starting date is 06/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRCHL (First Republic Bank) | 06/07/2017 | 11/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -100.00 | -98.53 | -91.67 | NA | NA | NA | … | … | -100.00 | -22.94 | -5.34 | 2.31 | 23.51 | -15.94 | 1.20 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -1.25 | -0.79 | 0.06 | 2.11 | -1.88 | 0.24 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 19.57 | 6.76 | 37.61 | 10.50 | 9.20 | 5.70 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 25.12 | 6.41 | 34.72 | 6.22 | 18.66 | 3.22 |
| Yield(%) | 0.00 | 2.97 | 4.04 | 4.95 | 2.97 | 1.98 | 1.48 | … | … | 1.61 | 5.04 | 4.79 | 4.83 | 5.87 | 5.08 | 2.88 |
Data as of 11/24/2023, Common starting date is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRCHL (First Republic Bank) |
-98.52%
Oct 2020 – Oct 2023 |
-91.66%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRCHL (First Republic Bank) |
11.63%
Dec 2018 – Dec 2021 |
3.80%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart