Performance analysis of Banc of California (BANC-P-F)
Annual Return
Since Dec 1, 2023, BANC-P-F has had an average annual return of +15.11%, underperforming the benchmark SPY, which returned +23.80% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.58% | +11.36% | +14.27% | +7.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +2.32% | -1.74% | +3.13% | -0.01% | -0.18% | +3.58% | ||||||
| 2025 | +4.18% | +0.82% | -0.87% | -0.69% | +1.92% | -2.71% | +3.53% | +0.79% | +1.34% | -0.36% | +2.18% | +0.88% | +11.36% |
| 2024 | -3.10% | -0.78% | +5.41% | -1.26% | +4.87% | -1.41% | +2.38% | +3.07% | +0.84% | +0.83% | +5.35% | -2.28% | +14.27% |
| 2023 | +7.90% | +7.90% |
Drawdown analysis of Banc of California (BANC-P-F)
The maximum drawdown for the BANC-P-F was -9.95%, occurring on Feb 28, 2024. Recovery took 54 trading sessions.
The current BANC-P-F drawdown is -0.65%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.95% | Dec 27, 2023 | 42 | Feb 28, 2024 | 54 | May 15, 2024 | 96 |
| -5.24% | Feb 28, 2025 | 30 | Apr 11, 2025 | 25 | May 19, 2025 | 55 |
| -5.05% | Sep 20, 2024 | 11 | Oct 7, 2024 | 24 | Nov 8, 2024 | 35 |
| -3.56% | Jul 26, 2024 | 6 | Aug 5, 2024 | 10 | Aug 19, 2024 | 16 |
| -2.81% | Nov 29, 2024 | 28 | Jan 13, 2025 | 5 | Jan 21, 2025 | 33 |
| -2.79% | Jun 6, 2024 | 15 | Jun 28, 2024 | 8 | Jul 11, 2024 | 23 |
| -2.71% | May 30, 2025 | 20 | Jun 30, 2025 | 3 | Jul 3, 2025 | 23 |
| -2.29% | Sep 11, 2025 | 25 | Oct 16, 2025 | 29 | Nov 26, 2025 | 54 |
| -2.26% | May 15, 2024 | 9 | May 29, 2024 | 3 | Jun 3, 2024 | 12 |
| -1.87% | Aug 19, 2024 | 3 | Aug 22, 2024 | 1 | Aug 23, 2024 | 4 |
| -1.74% | Feb 27, 2026 | 22 | Mar 31, 2026 | 9 | Apr 14, 2026 | 31 |
| -1.32% | Jul 22, 2024 | 2 | Jul 24, 2024 | 2 | Jul 26, 2024 | 4 |
| -1.31% | Jan 30, 2025 | 15 | Feb 21, 2025 | 3 | Feb 26, 2025 | 18 |
| -1.25% | Dec 1, 2023 | 2 | Dec 5, 2023 | 7 | Dec 14, 2023 | 9 |
| -1.24% | Aug 21, 2025 | 6 | Aug 29, 2025 | 4 | Sep 5, 2025 | 10 |
| -1.24% | Nov 12, 2024 | 6 | Nov 20, 2024 | 1 | Nov 21, 2024 | 7 |
| -1.22% | Dec 18, 2025 | 10 | Jan 5, 2026 | 26 | Feb 11, 2026 | 36 |
| -1.00% | Jul 10, 2025 | 8 | Jul 22, 2025 | 13 | Aug 8, 2025 | 21 |
| -0.94% | Jun 3, 2024 | 1 | Jun 4, 2024 | 2 | Jun 6, 2024 | 3 |
| -0.90% | May 1, 2026 | 12 | May 19, 2026 | 5 | May 27, 2026 | 17 |
| -0.88% | Nov 28, 2025 | 4 | Dec 4, 2025 | 5 | Dec 11, 2025 | 9 |
| -0.87% | Jul 12, 2024 | 1 | Jul 15, 2024 | 5 | Jul 22, 2024 | 6 |
| -0.86% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |
| -0.83% | Aug 28, 2024 | 2 | Aug 30, 2024 | 2 | Sep 4, 2024 | 4 |
| -0.80% | May 27, 2025 | 2 | May 29, 2025 | 1 | May 30, 2025 | 3 |