Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCFC (OceanFirst Financial Corp.) | 1.35% | 10.59% | 11.32% | -0.10% | 3.24% | 5.76% | 2.84% | … | … |
Data as of 06/04/2026, Common starting date is 07/03/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCFC (OceanFirst Financial Corp.) | 07/03/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -5.27 | 10.59 | 11.32 | -0.10 | 3.24 | 5.76 | 2.84 | … | … | 1.35 | 3.87 | 9.42 | -14.23 | -0.85 | 23.13 | -24.11 | 16.70 | -12.24 | -10.67 | 54.29 | 20.39 | 3.07 | 28.48 | 8.92 | 5.25 | 18.70 | -27.04 | 10.10 | -27.80 | 4.34 | -4.37 | -6.05 | 24.98 | -3.87 | 1.63 | 47.78 | 4.14 | -10.74 | 46.08 | 20.00 |
| Sharpe Ratio | NA | 0.49 | 0.30 | -0.04 | 0.07 | NA | NA | … | … | 0.59 | 0.03 | 0.15 | -0.41 | -0.10 | 0.78 | -0.40 | 0.77 | -0.69 | -0.51 | 2.70 | 0.90 | 0.14 | 1.26 | 0.43 | 0.14 | 0.59 | -0.37 | 0.15 | -0.98 | 0.05 | -0.23 | -0.29 | 1.19 | -0.10 | -0.03 | 1.63 | 0.03 | -0.37 | 2.03 | 2.74 |
| Standard Deviation(%) | NA | 28.94 | 34.76 | 33.85 | 33.59 | NA | NA | … | … | 25.99 | 31.11 | 38.50 | 44.47 | 23.75 | 29.80 | 60.32 | 19.65 | 19.79 | 22.13 | 20.01 | 22.61 | 22.38 | 22.54 | 20.93 | 37.29 | 31.74 | 74.19 | 59.25 | 31.63 | 20.20 | 29.05 | 24.47 | 20.31 | 51.15 | 28.16 | 26.70 | 30.40 | 38.87 | 20.80 | 14.88 |
| Draw Down(%) | NA | 15.39 | 35.04 | 49.19 | 59.01 | NA | NA | … | … | 12.15 | 22.06 | 21.18 | 49.19 | 22.51 | 24.11 | 52.47 | 19.74 | 29.34 | 19.30 | 18.02 | 12.87 | 16.56 | 8.27 | 14.12 | 22.96 | 16.38 | 56.25 | 41.60 | 34.86 | 14.03 | 16.94 | 20.71 | 9.46 | 48.63 | 12.86 | 14.87 | 24.28 | 40.00 | 14.34 | 7.65 |
| Yield(%) | 0.00 | 4.75 | 5.38 | 3.49 | 3.82 | 4.94 | 3.01 | … | … | 2.24 | 4.49 | 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 06/04/2026, Common starting date 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 |
-14.35%
Feb 2004 – Feb 2009 |
-3.60%
Aug 2001 – Aug 2011 |
-0.19%
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 |
21.79%
Dec 2011 – Dec 2016 |
14.05%
Feb 2009 – Feb 2019 |
8.48%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart