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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.64% | 0.46% | 4.50% | 5.00% | 6.71% | 5.71% | 6.43% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.12 | 19.64 | 0.46 | 4.50 | 5.00 | 6.71 | 5.71 | 6.43 | NA | 3.21 | 11.84 | -12.18 | 4.94 | 10.68 | 19.68 | -5.24 | 10.83 | 3.43 | 1.85 | 10.28 | 9.73 | 11.32 | 1.75 | 14.31 | 18.64 | -25.80 | 4.51 | 14.72 | 8.61 | 13.20 | 27.56 | -5.74 | 6.26 |
| Sharpe Ratio | NA | -0.30 | -0.31 | 0.07 | 0.29 | NA | NA | 0.43 | 0.00 | -0.42 | 0.88 | -1.09 | 0.50 | 0.57 | 3.06 | -0.84 | 2.36 | 0.39 | 0.24 | 1.70 | 1.34 | 1.74 | 0.14 | 1.32 | 0.95 | -1.10 | 0.15 | 1.48 | 1.15 | 1.75 | 3.52 | -0.59 | 0.41 |
| Standard Deviation(%) | NA | 8.03 | 9.91 | 12.03 | 9.83 | NA | NA | 10.94 | 7.02 | 8.09 | 8.63 | 12.45 | 9.74 | 18.23 | 5.96 | 7.81 | 4.32 | 8.29 | 7.76 | 6.04 | 7.25 | 6.47 | 12.18 | 10.78 | 19.60 | 24.38 | 10.09 | 7.73 | 5.58 | 7.02 | 7.63 | 11.64 | 9.58 |
| Draw Down(%) | NA | 6.42 | 16.17 | 25.53 | 25.53 | NA | NA | 40.50 | 0.55 | 6.20 | 7.82 | 17.18 | 7.24 | 25.53 | 2.57 | 10.42 | 1.75 | 6.74 | 6.74 | 4.44 | 7.75 | 5.39 | 12.35 | 7.55 | 17.28 | 36.49 | 6.37 | 6.38 | 3.38 | 8.41 | 6.81 | 17.97 | 10.83 |
| Yield(%) | NA | 4.18 | 3.49 | 3.47 | 3.19 | NA | NA | 3.56 | NA | 0.69 | 4.34 | 3.42 | 1.92 | 3.79 | 3.22 | 4.05 | 0.39 | 2.73 | 4.23 | 3.70 | 6.34 | 2.37 | 2.64 | 3.58 | 2.40 | 3.26 | 8.99 | 5.82 | 3.25 | 3.52 | 2.99 | 1.35 | 2.97 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.96%
Feb 2006 - Feb 2009 |
-1.64%
Feb 2004 - Feb 2009 |
4.15%
Oct 2013 - Oct 2023 |
3.77%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
19.21%
Mar 2003 - Mar 2006 |
15.05%
Oct 2002 - Oct 2007 |
9.81%
Feb 2009 - Feb 2019 |
8.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart