Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCFCP (OceanFirst Financial Corp) | NA | 9.40% | 6.01% | 6.53% | NA | NA | NA | … | … |
Data as of 05/30/2025, Common starting date is 05/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCFCP (OceanFirst Financial Corp) | 05/06/2020 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.40 | 6.01 | 6.53 | NA | NA | NA | … | … | 2.51 | 11.65 | 4.61 | -3.14 | 6.76 | 15.32 |
| Sharpe Ratio | NA | 1.13 | 0.08 | 0.19 | NA | NA | NA | … | … | 1.08 | 0.62 | 0.01 | -0.20 | 0.47 | 1.98 |
| Standard Deviation(%) | NA | 5.38 | 27.74 | 23.81 | NA | NA | NA | … | … | 2.93 | 8.21 | 44.51 | 22.30 | 14.44 | 12.16 |
| Draw Down(%) | NA | 1.65 | 26.69 | 27.49 | NA | NA | NA | … | … | 0.51 | 2.70 | 26.69 | 10.15 | 4.90 | 2.47 |
| Yield(%) | 0.00 | 7.14 | 6.73 | 6.84 | 3.56 | 2.37 | 1.78 | … | … | 3.48 | 7.20 | 6.95 | 6.23 | 6.47 | 3.70 |
Data as of 05/30/2025, Common starting date is 05/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCFCP (OceanFirst Financial Corp) |
1.93%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCFCP (OceanFirst Financial Corp) |
6.05%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart