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OCFC: OceanFirst Financial Corp. (STOCK)
Basic Info 18.54 0.45(2.37%) July 11
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/1996 |
| Last Dividend Date: | 05/05/2025 |
| 12-Mo. Yield | 5.15% |
| Expenses | - |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/03/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.8 | 20.3 | 3.2 | 7.3 | 3.4 | 6.3 | 2.2 | 5.3 | 9.4 | -14.2 | -0.9 | 23.1 | -24.0 | 16.7 | -12.2 | -10.7 | 54.3 | 20.4 | 3.0 | 28.4 | 8.9 | 5.1 | 18.7 | -27.3 | 10.2 | -27.8 | 4.3 | -4.4 | -6.0 | 24.9 | -3.9 | 1.6 | 47.8 | 4.1 | -10.7 | 46.1 | 20.0 |
| Sharpe Ratio | NA | 0.32 | 0.64 | 0.0 | 0.13 | 0.07 | NA | NA | 0.11 | 0.07 | -0.42 | -0.09 | 0.78 | -0.4 | 0.78 | -0.69 | -0.51 | 2.7 | 0.9 | 0.14 | 1.26 | 0.43 | 0.14 | 0.59 | -0.37 | 0.16 | -0.98 | 0.05 | -0.23 | -0.29 | 1.19 | -0.1 | -0.03 | 1.64 | 0.03 | -0.36 | 2.04 | 2.75 |
| Draw Down(%) | NA | 22.1 | 29.8 | 49.2 | 49.2 | 59.0 | NA | NA | 71.5 | 21.2 | 49.2 | 22.5 | 24.1 | 52.5 | 19.7 | 29.3 | 19.3 | 18.0 | 12.9 | 16.6 | 8.3 | 14.1 | 23.0 | 16.4 | 56.3 | 41.6 | 34.8 | 14.0 | 17.0 | 20.7 | 9.5 | 48.6 | 12.9 | 14.9 | 24.3 | 40.0 | 14.3 | 7.6 |
| Standard Deviation(%) | NA | 30.4 | 36.3 | 37.3 | 35.6 | 33.1 | NA | NA | 34.4 | 38.5 | 44.5 | 23.8 | 29.8 | 60.3 | 19.6 | 19.8 | 22.1 | 20.0 | 22.6 | 22.4 | 22.5 | 20.9 | 37.3 | 31.7 | 74.2 | 59.2 | 31.6 | 20.2 | 29.0 | 24.5 | 20.3 | 51.2 | 28.2 | 26.7 | 30.4 | 38.9 | 20.8 | 14.9 |
| Treynor Ratio | NA | 0.11 | 0.24 | 0.0 | 0.05 | 0.02 | NA | NA | 0.04 | 0.02 | -0.11 | -0.04 | 0.23 | -0.24 | 0.19 | -0.22 | -0.07 | 0.99 | 0.34 | 0.03 | 0.45 | 0.11 | 0.04 | 0.19 | -0.15 | 0.1 | -0.49 | 0.01 | -0.04 | -0.08 | 0.51 | -0.08 | -0.01 | 1.27 | 0.03 | -0.17 | 1.35 | 0.86 |
| Alpha | NA | 0.0 | 0.06 | -0.04 | -0.01 | -0.02 | NA | NA | 0.0 | -0.04 | -0.18 | 0.04 | 0.0 | -0.13 | -0.02 | -0.04 | -0.16 | 0.15 | 0.08 | -0.02 | 0.04 | -0.01 | 0.03 | 0.03 | -0.22 | 0.24 | -0.13 | -0.04 | -0.03 | -0.05 | 0.05 | 0.09 | 0.04 | 0.17 | 0.0 | -0.1 | 0.11 | 0.1 |
| Beta | NA | 0.87 | 0.99 | 1.05 | 0.9 | 0.89 | NA | NA | 0.86 | 1.24 | 1.76 | 0.57 | 1.01 | 1.02 | 0.82 | 0.63 | 1.55 | 0.54 | 0.6 | 0.88 | 0.62 | 0.82 | 1.19 | 0.99 | 1.84 | 0.91 | 0.63 | 1.02 | 1.47 | 0.9 | 0.47 | 0.63 | 0.54 | 0.34 | 0.31 | 0.81 | 0.31 | 0.48 |
| RSquared | NA | 0.48 | 0.29 | 0.23 | 0.19 | 0.24 | NA | NA | 0.24 | 0.16 | 0.27 | 0.34 | 0.19 | 0.34 | 0.28 | 0.3 | 0.22 | 0.13 | 0.17 | 0.2 | 0.09 | 0.25 | 0.56 | 0.32 | 0.45 | 0.4 | 0.1 | 0.26 | 0.27 | 0.17 | 0.16 | 0.13 | 0.17 | 0.08 | 0.03 | 0.18 | 0.07 | 0.15 |
| Yield(%) | N/A | 2.2 | 4.7 | 4.2 | 4.6 | 3.6 | 5.1 | 2.6 | N/A | 4.6 | 3.7 | 3.3 | 3.7 | 2.7 | 3.0 | 2.3 | 2.0 | 2.7 | 3.1 | 2.9 | 3.4 | 3.6 | 3.6 | 4.2 | 4.7 | 5.1 | 3.5 | 3.5 | 3.3 | 2.9 | 3.5 | 4.3 | 3.7 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 17.6 | 23.7 | 8.5 | N/A | N/A | N/A | 0.0 | 8.1 | 8.8 | 0.0 | 0.0 | 9.7 | 3.3 | 11.1 | 3.8 | 6.1 | 2.1 | 0.0 | 0.0 | 0.0 | -40.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.6 | 12.5 | 23.8 | 21.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/1996
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