Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBAI (Lakeland Bancorp Inc) | NA | 12.68% | -7.51% | 0.16% | 6.26% | 7.00% | 4.51% | 7.18% |
Data as of 05/15/2024, AR inception is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBAI (Lakeland Bancorp Inc) | 01/03/2000 | 05/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 12.68 | -7.51 | 0.16 | 6.26 | 7.00 | 4.51 | 7.18 | -7.11 | -12.64 | -4.11 | 54.41 | -23.76 | 20.94 | -21.22 | -0.27 | 70.70 | 3.72 | 2.22 | 24.89 | 21.14 | -11.20 | 76.06 | -40.77 | 0.91 | -11.24 | 15.40 | -9.23 | 13.03 | -7.41 | 12.81 | 97.03 | 4.12 |
| Sharpe Ratio | NA | 0.22 | -0.30 | -0.04 | 0.15 | NA | NA | 0.08 | -0.51 | -0.46 | -0.21 | 1.86 | -0.35 | 0.89 | -1.01 | -0.03 | 2.77 | 0.16 | 0.08 | 1.10 | 0.57 | -0.18 | 1.77 | -0.56 | 0.00 | -0.38 | 0.43 | -0.44 | 0.58 | -0.29 | 0.27 | 0.86 | 0.00 |
| Standard Deviation(%) | NA | 40.37 | 32.29 | 40.92 | 33.82 | NA | NA | 67.16 | 42.59 | 37.39 | 25.70 | 29.18 | 67.50 | 21.84 | 22.42 | 26.07 | 25.49 | 23.69 | 26.04 | 22.69 | 37.54 | 63.27 | 42.99 | 73.17 | 86.62 | 38.07 | 28.39 | 25.96 | 20.84 | 28.42 | 42.85 | 112.14 | 244.10 |
| Draw Down(%) | NA | 30.30 | 44.17 | 50.07 | 57.27 | NA | NA | 64.58 | 24.06 | 44.17 | 29.92 | 19.26 | 49.56 | 15.68 | 32.89 | 14.91 | 16.11 | 14.23 | 17.23 | 11.74 | 21.97 | 36.19 | 31.61 | 51.88 | 50.08 | 29.54 | 14.65 | 18.46 | 8.92 | 14.83 | 30.01 | 40.26 | 45.56 |
| Yield(%) | 0.00 | 4.65 | 3.00 | 3.39 | 4.44 | 4.92 | 3.12 | 5.86 | 1.96 | 3.28 | 2.94 | 4.20 | 2.89 | 3.26 | 2.31 | 2.06 | 3.20 | 2.83 | 2.48 | 2.75 | 2.91 | 2.26 | 3.65 | 2.89 | 3.89 | 3.05 | 3.27 | 2.88 | 3.19 | 2.89 | 3.19 | 5.22 | 3.44 |
Data as of 05/15/2024, AR inception is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBAI (Lakeland Bancorp Inc) |
-20.43%
Nov 2006 - Nov 2009 |
-11.67%
Nov 2004 - Nov 2009 |
-0.33%
Jun 2002 - Jun 2012 |
2.38%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBAI (Lakeland Bancorp Inc) |
34.91%
Feb 2000 - Feb 2003 |
22.31%
Dec 2011 - Dec 2016 |
15.19%
Nov 2009 - Nov 2019 |
8.60%
Apr 2000 - Apr 2015 |
Annualized Rolling Returns Comparison Chart