Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PBIP (Prudential Bancorp Inc Pennsylvania) NA 11.49% -2.36% 0.93% 13.63% 3.32% NA
Data as of 07/01/2022, Common starting date is 03/30/2005
More Performance Analytics Comparison
Name Start Date End Date
PBIP (Prudential Bancorp Inc Pennsylvania) 03/30/2005 07/01/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.66 11.49 -2.36 0.93 13.63 3.32 NA 13.33 0.95 -19.64 12.42 4.99 5.46 13.56 25.72 16.80 52.70 36.53 -13.03 -34.64 -5.50 -16.06 -5.74 14.54 21.25
Sharpe Ratio NA 0.50 -0.04 0.02 0.36 NA NA 0.91 0.03 -0.25 0.41 0.17 0.27 0.52 0.89 0.63 1.27 0.83 -0.27 -0.60 -0.12 -0.32 -0.28 0.35 0.75
Standard Deviation(%) NA 26.49 51.88 42.58 37.54 NA NA 31.11 29.96 79.72 27.14 20.95 18.30 25.40 28.90 26.67 41.63 44.54 48.82 58.08 46.31 52.79 31.24 32.07 35.18
Draw Down(%) NA 12.66 44.75 45.49 45.49 NA NA 12.66 16.97 44.75 17.29 10.42 9.05 12.48 9.08 9.31 13.41 12.25 36.45 44.98 26.33 37.19 12.67 7.85 13.43
Yield(%) 0.00 2.03 2.36 2.99 5.61 1.96 2.20 1.03 2.20 3.95 3.98 3.08 1.82 0.87 2.41 0.92 0.00 0.00 1.65 2.15 1.95 1.65 1.42 1.41 0.84
Data as of 07/01/2022, Common starting date is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBIP (Prudential Bancorp Inc Pennsylvania) -22.77%
May 2009 – May 2012
-16.48%
Oct 2006 – Oct 2011
2.10%
Mar 2006 – Mar 2016
1.24%
Aug 2005 – Aug 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBIP (Prudential Bancorp Inc Pennsylvania) 39.86%
Aug 2012 – Aug 2015
28.96%
May 2012 – May 2017
14.76%
May 2012 – May 2022
4.80%
Apr 2005 – Apr 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return