CFNB vs. VCV
CFNB (California First Leasing Corporation) and VCV (Invesco California Value Municipal Income Trust) are both stocks. Both are in the Financial Services sector — CFNB in Credit Services, VCV in Asset Management. Over the past 10 years, CFNB returned 64.85%/yr vs 2.17%/yr for VCV. At a 0.01 correlation, their price movements are largely independent.
Performance
CFNB vs. VCV - Performance Comparison
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Returns By Period
In the year-to-date period, CFNB achieves a 5,984.23% return, which is significantly higher than VCV's -0.47% return. Over the past 10 years, CFNB has outperformed VCV with an annualized return of 64.85%, while VCV has yielded a comparatively lower 2.17% annualized return.
CFNB
- 1D
- 0.00%
- 1M
- 5,366.99%
- YTD
- 5,984.23%
- 6M
- 7,581.00%
- 1Y
- 8,929.26%
- 3Y*
- 394.30%
- 5Y*
- 149.77%
- 10Y*
- 64.85%
VCV
- 1D
- -0.19%
- 1M
- 2.43%
- YTD
- -0.47%
- 6M
- 3.72%
- 1Y
- 13.06%
- 3Y*
- 10.68%
- 5Y*
- 0.52%
- 10Y*
- 2.17%
CFNB vs. VCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFNB California First Leasing Corporation | 5,984.23% | 18.72% | 43.24% | 3.72% | -11.51% | 24.31% | -5.78% | 21.39% | -3.14% | -0.52% |
VCV Invesco California Value Municipal Income Trust | -0.47% | 9.44% | 18.62% | 7.91% | -28.40% | 9.65% | 7.85% | 18.63% | -5.27% | 9.01% |
Correlation
The correlation between CFNB and VCV is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 1994 | 0.01 |
Fundamentals
CFNB:
$7.82M
VCV:
$64.85M
CFNB:
$7.72M
VCV:
$46.46M
CFNB:
$5.33M
VCV:
$58.08M
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Return for Risk
CFNB vs. VCV — Risk / Return Rank
CFNB
VCV
CFNB vs. VCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for California First Leasing Corporation (CFNB) and Invesco California Value Municipal Income Trust (VCV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFNB | VCV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +452.57 | ||
| Omega ratioGain probability vs. loss probability | 88.81 | 1.25 | +87.56 |
| Calmar ratioReturn relative to maximum drawdown | 671.92 | 1.58 | +670.33 |
| Martin ratioReturn relative to average drawdown | 2,003.80 | 3.73 | +2,000.07 |
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Drawdowns
CFNB vs. VCV - Drawdown Comparison
The maximum CFNB drawdown since its inception was -75.57%, which is greater than VCV's maximum drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for CFNB and VCV.
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Drawdown Indicators
| CFNB | VCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.57% | -59.02% | -16.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -8.29% | -5.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.92% | -16.99% | -6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.92% | -38.55% | +14.63% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -38.55% | +7.46% |
Current DrawdownCurrent decline from peak | 0.00% | -3.26% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -22.09% | -8.56% | -13.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 3.51% | +1.02% |
Volatility
CFNB vs. VCV - Volatility Comparison
California First Leasing Corporation (CFNB) has a higher volatility of 390.76% compared to Invesco California Value Municipal Income Trust (VCV) at 1.41%. This indicates that CFNB's price experiences larger fluctuations and is considered to be riskier than VCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFNB | VCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 390.76% | 1.41% | +389.35% |
Volatility (6M)Calculated over the trailing 6-month period | 391.47% | 6.08% | +385.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 4,899.81% | 10.42% | +4,889.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,196.62% | 12.91% | +2,183.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,554.25% | 13.78% | +1,540.47% |
Dividends
CFNB vs. VCV - Dividend Comparison
CFNB has not paid dividends to shareholders, while VCV's dividend yield for the trailing twelve months is around 7.25%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFNB California First Leasing Corporation | 0.00% | 0.00% | 1.70% | 0.00% | 0.00% | 3.07% | 3.56% | 3.12% | 3.53% | 3.18% | 2.94% | 3.33% |
VCV Invesco California Value Municipal Income Trust | 7.25% | 6.96% | 5.76% | 4.16% | 5.46% | 4.09% | 4.07% | 4.43% | 5.46% | 5.10% | 5.86% | 5.98% |
Financials
CFNB vs. VCV - Financials Comparison
This section allows you to compare key financial metrics between California First Leasing Corporation and Invesco California Value Municipal Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CFNB and VCV have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CFNB has higher volatility (390.76%) compared to VCV (1.41%). In terms of maximum drawdown, CFNB dropped -75.57% vs VCV's -59.02%.
CFNB currently has the higher Sharpe Ratio (1.86 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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