Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OCFC (OceanFirst Financial Corp.) | 4.80% | 14.00% | 3.55% | 6.91% | 3.33% | 6.43% | 2.25% | 5.28% |
Data as of 07/11/2025, AR inception is 07/03/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCFC (OceanFirst Financial Corp.) | 07/03/1996 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.27 | 14.00 | 3.55 | 6.91 | 3.33 | 6.43 | 2.25 | 5.28 | 4.80 | 9.42 | -14.23 | -0.85 | 23.13 | -24.01 | 16.68 | -12.25 | -10.68 | 54.28 | 20.39 | 3.05 | 28.42 | 8.90 | 5.15 | 18.68 | -27.28 | 10.18 | -27.77 | 4.32 | -4.41 | -6.03 | 24.94 | -3.88 | 1.63 | 47.78 | 4.14 | -10.74 | 46.08 | 20.00 |
| Sharpe Ratio | NA | 0.30 | 0.01 | 0.14 | 0.06 | NA | NA | 0.11 | 0.21 | 0.07 | -0.42 | -0.09 | 0.78 | -0.40 | 0.78 | -0.69 | -0.51 | 2.70 | 0.90 | 0.14 | 1.26 | 0.43 | 0.14 | 0.59 | -0.37 | 0.16 | -0.98 | 0.05 | -0.23 | -0.29 | 1.19 | -0.10 | -0.03 | 1.64 | 0.03 | -0.36 | 2.04 | 2.75 |
| Standard Deviation(%) | NA | 35.94 | 37.36 | 35.56 | 33.12 | NA | NA | 34.41 | 30.24 | 38.50 | 44.47 | 23.75 | 29.80 | 60.31 | 19.65 | 19.79 | 22.13 | 20.00 | 22.61 | 22.38 | 22.54 | 20.93 | 37.28 | 31.74 | 74.16 | 59.24 | 31.63 | 20.20 | 29.04 | 24.47 | 20.31 | 51.15 | 28.16 | 26.70 | 30.40 | 38.87 | 20.80 | 14.88 |
| Draw Down(%) | NA | 29.83 | 49.19 | 49.19 | 59.02 | NA | NA | 71.53 | 22.06 | 21.18 | 49.19 | 22.51 | 24.11 | 52.48 | 19.73 | 29.34 | 19.31 | 18.03 | 12.87 | 16.56 | 8.27 | 14.13 | 22.98 | 16.38 | 56.30 | 41.56 | 34.83 | 14.03 | 16.97 | 20.69 | 9.46 | 48.63 | 12.86 | 14.87 | 24.28 | 40.00 | 14.34 | 7.65 |
| Yield(%) | 0.00 | 4.70 | 4.17 | 4.59 | 3.61 | 5.09 | 2.62 | 8.16 | 2.24 | 4.56 | 3.71 | 3.28 | 3.67 | 2.70 | 3.00 | 2.33 | 2.00 | 2.75 | 3.12 | 2.86 | 3.38 | 3.65 | 3.58 | 4.18 | 4.73 | 5.08 | 3.53 | 3.45 | 3.31 | 2.94 | 3.53 | 4.33 | 3.71 | 4.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 07/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCFC (OceanFirst Financial Corp.) |
-22.92%
Feb 2006 - Feb 2009 |
-14.36%
Feb 2004 - Feb 2009 |
-3.64%
Aug 2001 - Aug 2011 |
-0.22%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCFC (OceanFirst Financial Corp.) |
31.17%
Mar 1999 - Mar 2002 |
21.76%
Dec 2011 - Dec 2016 |
14.00%
Feb 2009 - Feb 2019 |
8.47%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart