Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSHC (Ocean Shore Holding Company) | NA | 59.87% | 26.41% | 23.14% | 7.95% | NA | NA | … | … |
Data as of 11/30/2016, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSHC (Ocean Shore Holding Company) | 12/22/2004 | 11/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 59.87 | 26.41 | 23.14 | 7.95 | NA | NA | … | … | 60.81 | 21.65 | 6.60 | -6.19 | 47.13 | -8.55 | 30.88 | 17.32 | -29.13 | -28.00 | 19.36 | -4.79 | 3.75 |
| Sharpe Ratio | NA | 2.57 | 1.52 | 1.28 | 0.21 | NA | NA | … | … | 2.47 | 1.43 | 0.48 | -0.33 | 2.35 | -0.38 | 1.13 | 0.27 | -0.45 | -0.98 | 0.90 | -0.32 | 10.65 |
| Standard Deviation(%) | NA | 23.19 | 17.27 | 18.00 | 35.92 | NA | NA | … | … | 27.42 | 15.13 | 13.79 | 18.96 | 20.23 | 22.32 | 27.37 | 64.45 | 66.20 | 31.61 | 17.92 | 22.05 | 34.48 |
| Draw Down(%) | NA | 6.69 | 8.29 | 14.14 | 55.97 | NA | NA | … | … | 6.69 | 5.55 | 8.29 | 14.14 | 6.92 | 23.72 | 12.26 | 25.40 | 36.89 | 29.02 | 5.89 | 17.44 | 1.31 |
| Yield(%) | 0.00 | 1.39 | 1.70 | 2.30 | 1.54 | 1.11 | 0.84 | … | … | 1.42 | 1.70 | 1.74 | 1.62 | 2.39 | 2.11 | 2.70 | 2.79 | 1.52 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/30/2016, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSHC (Ocean Shore Holding Company) |
-18.49%
Apr 2006 – Apr 2009 |
-6.45%
Dec 2006 – Dec 2011 |
2.86%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSHC (Ocean Shore Holding Company) |
21.23%
Sep 2009 – Sep 2012 |
20.14%
Oct 2011 – Oct 2016 |
7.00%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart