Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) | 24.31% | 40.15% | 16.98% | 7.99% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEL (Stellar Bancorp, Inc.) | 11/08/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.57 | 40.15 | 16.98 | 7.99 | NA | NA | NA | … | … | 24.31 | 12.10 | 4.00 | -3.51 | 3.40 | 15.78 | -16.32 | 7.28 | -0.25 | 3.48 |
| Sharpe Ratio | NA | 1.67 | 0.50 | 0.16 | NA | NA | NA | … | … | 2.29 | 0.36 | 0.01 | -0.19 | 0.07 | 0.52 | -0.21 | 0.24 | -0.07 | 1.57 |
| Standard Deviation(%) | NA | 24.22 | 28.96 | 30.19 | NA | NA | NA | … | … | 24.66 | 26.36 | 31.04 | 37.05 | 28.71 | 30.58 | 78.26 | 24.51 | 21.88 | 17.23 |
| Draw Down(%) | NA | 11.68 | 24.67 | 41.78 | NA | NA | NA | … | … | 10.63 | 16.23 | 21.99 | 31.31 | 20.93 | 22.72 | 57.42 | 22.57 | 23.68 | 3.52 |
| Yield(%) | 0.00 | 2.08 | 2.15 | 1.86 | 1.34 | 0.90 | 0.67 | … | … | 0.49 | 2.05 | 1.93 | 1.78 | 1.74 | 2.06 | 1.28 | 1.34 | 0.68 | 0.17 |
Data as of 06/10/2026, Common starting date is 11/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) |
-9.68%
Jul 2018 – Jul 2021 |
-8.77%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEL (Stellar Bancorp, Inc.) |
20.27%
Apr 2023 – Apr 2026 |
16.72%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart