Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan Tactical Asset Allocation Moderate | NA | 31.73% | -25.06% | -12.43% | -5.82% | -1.62% | 1.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 31.73 | -25.06 | -12.43 | -5.82 | -1.62 | 1.75 | … | … | -2.06 | 21.73 | 18.22 | -71.85 | 16.47 | 6.91 | 10.18 | -8.17 | 9.53 | 1.19 | -5.02 | 3.41 | 6.75 | 8.68 | -1.58 | 15.56 | 24.53 | -7.33 | 17.30 | 18.28 | 12.06 | 10.82 | 25.80 | 10.89 | 4.04 |
| Sharpe Ratio | NA | 1.39 | -0.03 | -0.02 | -0.01 | NA | NA | … | … | -0.16 | 1.71 | 1.94 | -0.04 | 1.59 | 0.77 | 1.67 | -1.24 | 1.74 | 0.16 | -0.74 | 0.59 | 1.04 | 1.63 | -0.16 | 1.21 | 2.39 | -0.96 | 1.23 | 1.68 | 1.40 | 1.13 | 4.35 | 1.96 | 0.32 |
| Standard Deviation(%) | NA | 9.03 | 1,148.54 | 888.37 | 627.82 | NA | NA | … | … | 13.50 | 8.87 | 7.19 | 1,991.93 | 10.34 | 8.70 | 5.24 | 7.64 | 5.12 | 6.25 | 6.83 | 5.77 | 6.47 | 5.30 | 9.79 | 12.80 | 10.20 | 8.64 | 11.60 | 8.92 | 7.06 | 8.71 | 5.77 | 4.99 | 5.47 |
| Draw Down(%) | NA | 6.71 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 2.20 | 5.67 | 5.06 | 100.00 | 4.85 | 12.30 | 2.88 | 13.84 | 3.24 | 6.10 | 10.46 | 6.47 | 7.47 | 4.73 | 9.71 | 8.74 | 5.10 | 15.17 | 10.73 | 10.75 | 5.47 | 11.52 | 2.66 | 2.58 | 4.88 |
| Yield(%) | NA | 15.50 | 15.26 | 10.94 | 7.16 | NA | NA | … | … | NA | 4.68 | 14.35 | 3.66 | 14.93 | 3.12 | 5.90 | 3.14 | 0.31 | 1.96 | 4.27 | 7.34 | 3.70 | 4.89 | 3.06 | 3.33 | 4.38 | 3.04 | 9.36 | 6.09 | 4.71 | 5.28 | 3.39 | 6.07 | 5.59 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan Tactical Asse |
-30.85%
Jun 2019 – Jun 2022 |
-19.58%
Jun 2017 – Jun 2022 |
-8.89%
Jun 2012 – Jun 2022 |
-3.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rockland Trust Company Employee Savings, Profit Sharing, and Stock Ownership Plan Tactical Asse |
19.88%
Oct 2004 – Oct 2007 |
18.40%
Oct 2002 – Oct 2007 |
13.32%
Apr 2001 – Apr 2011 |
9.43%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart