Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVBC (Provident Bancorp Inc) | NA | 23.74% | 5.77% | 6.57% | 8.53% | NA | NA | … | … |
Data as of 11/14/2025, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVBC (Provident Bancorp Inc) | 07/16/2015 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.90 | 23.74 | 5.77 | 6.57 | 8.53 | NA | NA | … | … | 18.42 | 13.21 | 38.32 | -60.56 | 56.45 | -2.63 | 16.06 | -18.03 | 47.77 | 37.80 | 1.09 |
| Sharpe Ratio | NA | 0.94 | 0.06 | 0.14 | 0.19 | NA | NA | … | … | 0.86 | 0.19 | 0.78 | -1.37 | 1.94 | -0.06 | 0.50 | -0.50 | 1.42 | 1.84 | 0.02 |
| Standard Deviation(%) | NA | 22.06 | 39.83 | 36.57 | 35.69 | NA | NA | … | … | 21.40 | 35.38 | 44.25 | 45.48 | 29.06 | 47.28 | 29.40 | 39.16 | 33.42 | 20.42 | 148.05 |
| Draw Down(%) | NA | 16.41 | 49.17 | 70.91 | 70.91 | NA | NA | … | … | 16.41 | 31.98 | 40.88 | 66.79 | 12.24 | 42.16 | 22.26 | 33.12 | 16.42 | 5.79 | 56.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.54 | 0.59 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 0.00 | 0.66 | 1.23 | 0.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/14/2025, Common starting date is 07/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVBC (Provident Bancorp Inc) |
-18.02%
Apr 2021 – Apr 2024 |
-11.76%
Mar 2018 – Mar 2023 |
7.70%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVBC (Provident Bancorp Inc) |
32.70%
Sep 2015 – Sep 2018 |
19.84%
May 2016 – May 2021 |
7.88%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart