Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFS (Provident Financial Services, Inc.) | 0.87% | 22.31% | -1.07% | 11.71% | 4.16% | 7.15% | 4.06% | 4.54% |
Data as of 07/11/2025, AR inception is 01/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFS (Provident Financial Services, Inc.) | 01/16/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 22.31 | -1.07 | 11.71 | 4.16 | 7.15 | 4.06 | 4.54 | 0.87 | 10.72 | -10.79 | -8.03 | 40.43 | -22.47 | 6.72 | -7.57 | -1.62 | 45.41 | 15.51 | -3.19 | 34.02 | 15.47 | -8.31 | 47.37 | -27.33 | 9.42 | -18.37 | 0.08 | -2.69 | 3.89 | 22.77 |
| Sharpe Ratio | NA | 0.54 | -0.13 | 0.30 | 0.08 | NA | NA | 0.10 | -0.04 | 0.11 | -0.44 | -0.36 | 1.42 | -0.32 | 0.30 | -0.42 | -0.11 | 2.18 | 0.77 | -0.16 | 1.71 | 0.74 | -0.20 | 1.38 | -0.45 | 0.12 | -0.63 | -0.25 | -0.29 | 0.14 | 1.15 |
| Standard Deviation(%) | NA | 35.20 | 34.36 | 33.14 | 33.68 | NA | NA | 34.52 | 33.85 | 36.29 | 34.33 | 26.49 | 28.52 | 69.94 | 17.79 | 21.44 | 20.87 | 20.73 | 20.12 | 20.08 | 19.89 | 21.06 | 41.00 | 34.35 | 60.56 | 71.10 | 34.09 | 12.75 | 16.52 | 21.31 | 20.29 |
| Draw Down(%) | NA | 31.31 | 43.65 | 43.65 | 64.08 | NA | NA | 64.08 | 24.05 | 24.79 | 41.78 | 24.69 | 18.00 | 60.30 | 15.29 | 22.43 | 18.08 | 11.06 | 7.43 | 14.68 | 10.80 | 16.34 | 31.77 | 17.37 | 47.82 | 43.15 | 24.23 | 6.70 | 16.92 | 15.99 | 11.52 |
| Yield(%) | 0.00 | 6.02 | 4.28 | 6.92 | 4.71 | 6.41 | 3.84 | 4.22 | 2.58 | 5.30 | 4.47 | 3.90 | 5.20 | 3.76 | 3.79 | 3.05 | 3.30 | 3.70 | 3.71 | 3.19 | 3.67 | 3.74 | 3.08 | 4.15 | 2.97 | 3.15 | 2.33 | 2.13 | 1.69 | 1.29 | 0.91 |
Data as of 07/11/2025, AR inception is 01/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFS (Provident Financial Services, Inc.) |
-19.25%
Sep 2017 - Sep 2020 |
-11.82%
Feb 2004 - Feb 2009 |
0.66%
Aug 2003 - Aug 2013 |
1.08%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFS (Provident Financial Services, Inc.) |
23.48%
Jun 2009 - Jun 2012 |
20.27%
Dec 2011 - Dec 2016 |
15.46%
Feb 2009 - Feb 2019 |
9.07%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart