Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Provident Bank 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 25.45% | -0.58% | 4.56% | 4.37% | 6.09% | 6.55% | 6.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Provident Bank 401(k) and Profit Sharing 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 | Inception | YTD | 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 (%) | -1.14 | 25.45 | -0.58 | 4.56 | 4.37 | 6.09 | 6.55 | 6.58 | NA | 6.72 | 13.59 | -20.54 | 12.43 | 10.18 | 12.80 | -0.10 | 9.87 | 0.90 | -1.57 | 6.56 | 14.07 | 7.62 | 3.93 | 11.28 | 15.45 | -3.88 | 7.86 | 20.57 | 1.55 | 10.23 | 16.40 | -1.22 | 1.90 |
| Sharpe Ratio | NA | 2.62 | 0.71 | 0.56 | 0.40 | NA | NA | 0.37 | 0.34 | 0.01 | 0.87 | -1.36 | 1.23 | 1.15 | 2.76 | -0.20 | 1.59 | 0.13 | -0.26 | 1.16 | 2.01 | 1.34 | 0.46 | 0.80 | 2.06 | -1.42 | 0.47 | 1.54 | -0.08 | 1.26 | 3.24 | -0.55 | -0.13 |
| Standard Deviation(%) | NA | 151.29 | 88.25 | 68.54 | 48.61 | NA | NA | 31.94 | 1,066.62 | 9.82 | 10.70 | 16.08 | 10.05 | 8.63 | 4.13 | 7.14 | 5.81 | 5.23 | 6.17 | 5.65 | 6.97 | 5.64 | 8.54 | 14.04 | 7.45 | 3.38 | 10.40 | 11.22 | 7.32 | 7.36 | 4.84 | 4.25 | 3.18 |
| Draw Down(%) | NA | 6.66 | 21.91 | 25.35 | 25.35 | NA | NA | 25.35 | 4.07 | 6.66 | 10.01 | 24.23 | 4.88 | 11.94 | 2.36 | 6.37 | 3.91 | 4.87 | 6.63 | 4.22 | 6.28 | 5.11 | 7.02 | 10.18 | 4.49 | 5.00 | 7.49 | 6.96 | 5.92 | 9.70 | 1.96 | 4.78 | 4.21 |
| Yield(%) | NA | 3.96 | 4.41 | 4.33 | 3.33 | NA | NA | 3.46 | NA | 0.85 | 3.68 | 2.51 | 6.32 | 4.03 | 4.88 | 2.12 | 0.33 | 2.69 | 3.72 | 2.91 | 3.37 | 2.96 | 2.32 | 3.42 | 3.64 | 1.64 | 5.44 | 8.52 | 3.28 | 4.37 | 3.60 | 0.99 | 1.98 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Provident Bank 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
-2.64%
Apr 2021 - Apr 2024 |
1.29%
Sep 2017 - Sep 2022 |
2.78%
Oct 2013 - Oct 2023 |
4.60%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Provident Bank 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
13.44%
Oct 2004 - Oct 2007 |
12.18%
Oct 2002 - Oct 2007 |
9.48%
Apr 2003 - Apr 2013 |
8.19%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart