Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PROV (Provident Financial Holdings, Inc.) | 8.16% | 13.79% | 15.95% | 2.33% | 2.82% | 8.59% | 0.36% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PROV (Provident Financial Holdings, Inc.) | 06/28/1996 | 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 (%) | -1.11 | 13.79 | 15.95 | 2.33 | 2.82 | 8.59 | 0.36 | … | … | 8.16 | 3.68 | 31.37 | -4.32 | -13.54 | 8.80 | -25.43 | 45.18 | -13.11 | -6.36 | 10.01 | 28.44 | 3.78 | -12.48 | 90.62 | 29.94 | 164.48 | -37.99 | -71.59 | -44.05 | 18.14 | -6.80 | -19.28 | 38.32 | 2.26 | 28.40 | 22.73 | -3.30 | -22.00 | 56.25 | 27.64 |
| Sharpe Ratio | NA | 0.92 | 0.60 | 0.04 | 0.04 | NA | NA | … | … | 1.77 | 0.04 | 1.14 | -0.34 | -0.80 | 0.34 | -0.42 | 1.74 | -1.01 | -0.46 | 0.58 | 1.45 | 0.20 | -0.48 | 4.31 | 1.35 | 2.62 | -0.43 | -0.96 | -1.59 | 0.67 | -0.36 | -0.42 | 2.20 | 0.02 | 0.86 | 0.71 | -0.29 | -0.77 | 1.75 | 2.43 |
| Standard Deviation(%) | NA | 13.95 | 22.14 | 20.93 | 27.35 | NA | NA | … | … | 10.85 | 19.84 | 24.28 | 23.99 | 18.85 | 25.55 | 60.26 | 25.14 | 14.41 | 15.34 | 17.00 | 19.63 | 18.61 | 26.00 | 21.26 | 22.21 | 62.70 | 89.10 | 75.28 | 29.83 | 22.03 | 25.44 | 48.58 | 17.07 | 46.25 | 30.83 | 26.01 | 22.97 | 33.22 | 29.96 | 23.85 |
| Draw Down(%) | NA | 5.33 | 23.99 | 35.37 | 48.25 | NA | NA | … | … | 2.15 | 15.82 | 18.09 | 23.99 | 18.11 | 13.04 | 47.07 | 8.58 | 20.15 | 9.59 | 11.61 | 12.64 | 13.36 | 23.54 | 8.23 | 18.89 | 32.53 | 75.44 | 76.60 | 44.66 | 16.38 | 17.51 | 37.16 | 6.86 | 40.13 | 20.23 | 21.21 | 19.27 | 42.27 | 17.82 | 7.95 |
| Yield(%) | 0.00 | 3.64 | 4.59 | 3.07 | 3.07 | 6.22 | 1.60 | … | … | 1.75 | 3.50 | 4.37 | 4.01 | 3.30 | 3.66 | 2.56 | 3.44 | 3.03 | 2.69 | 2.71 | 3.11 | 2.79 | 1.87 | 1.94 | 1.14 | 1.49 | 1.74 | 2.34 | 2.39 | 2.38 | 1.95 | 1.68 | 1.13 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PROV (Provident Financial Holdings, Inc.) |
-53.80%
Dec 2006 – Dec 2009 |
-35.86%
Dec 2004 – Dec 2009 |
-15.07%
Dec 1999 – Dec 2009 |
-3.54%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PROV (Provident Financial Holdings, Inc.) |
87.11%
Dec 2009 – Dec 2012 |
42.86%
Dec 2009 – Dec 2014 |
25.81%
Dec 2009 – Dec 2019 |
15.56%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart