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
PLBC (Plumas Bancorp) 25.47% 32.48% 17.75% 14.63% 22.18% 24.41% 7.88%
Data as of 06/09/2026, Common starting date is 12/11/2002
More Performance Analytics Comparison
Name Start Date End Date
PLBC (Plumas Bancorp) 12/11/2002 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 2003 2002
Annualized Return (%) 3.48 32.48 17.75 14.63 22.18 24.41 7.88 25.47 -2.75 17.48 14.66 11.73 46.54 -9.29 18.43 -0.79 23.81 120.74 8.64 28.46 90.80 36.97 1.71 -22.00 -60.00 -44.81 -4.94 -27.94 -1.19 9.08 31.98 -4.06
Sharpe Ratio NA 1.13 0.50 0.38 0.60 NA NA 2.38 -0.19 0.40 0.30 0.28 1.58 -0.20 0.65 -0.08 0.84 3.54 0.19 0.75 1.48 0.35 0.02 -0.28 -0.47 -0.55 -0.22 -0.75 -0.06 0.31 1.26 -2.96
Standard Deviation(%) NA 25.49 31.00 33.01 33.71 NA NA 24.77 29.38 35.04 36.42 36.71 29.38 48.47 26.03 28.26 27.57 34.07 45.33 37.71 61.22 105.61 100.89 79.92 127.00 82.65 36.63 41.74 54.94 26.28 24.75 18.97
Draw Down(%) NA 15.19 26.69 33.42 47.44 NA NA 11.07 16.69 20.21 27.12 33.42 15.07 47.26 23.71 26.32 16.05 10.68 17.80 10.43 18.34 33.33 56.28 48.80 62.84 62.84 31.70 34.90 45.59 12.28 7.18 4.06
Yield(%) 0.00 2.93 3.11 3.07 7.30 17.38 2.35 1.50 2.61 2.61 2.75 1.86 2.42 1.38 2.03 1.56 1.66 1.16 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.75 1.99 1.21 1.51 1.40 1.53 0.00
Data as of 06/09/2026, Common starting date is 12/11/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLBC (Plumas Bancorp) -45.05%
Nov 2007 – Nov 2010
-38.66%
Aug 2005 – Aug 2010
-12.39%
Aug 2005 – Aug 2015
-2.71%
Aug 2005 – Aug 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLBC (Plumas Bancorp) 60.67%
Jan 2012 – Jan 2015
52.76%
Jan 2012 – Jan 2017
34.25%
Jan 2012 – Jan 2022
25.01%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return