Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Provident Bank 401(k) Plan Tactical Asset Allocation Moderate | NA | 17.29% | -2.14% | 3.55% | 3.36% | 4.73% | 5.71% | 5.73% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Provident Bank 401(k) 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 (%) | -1.10 | 17.29 | -2.14 | 3.55 | 3.36 | 4.73 | 5.71 | 5.73 | NA | 6.04 | 10.54 | -19.20 | 4.14 | 17.33 | 12.46 | -4.35 | 7.88 | 5.62 | -4.10 | 0.58 | 13.93 | 5.69 | 4.37 | 9.39 | 22.28 | -4.04 | 10.04 | 11.95 | 5.50 | 8.40 | 15.03 | -0.42 | -0.53 |
| Sharpe Ratio | NA | 0.10 | -0.54 | 0.05 | 0.20 | NA | NA | 0.58 | 0.03 | -0.06 | 0.86 | -2.16 | 0.47 | 1.97 | 2.43 | -0.71 | 1.24 | 1.16 | -0.63 | 0.10 | 2.02 | 1.14 | 0.56 | 0.93 | 2.88 | -1.68 | 0.66 | 0.94 | 0.54 | 1.03 | 2.95 | -0.89 | -1.34 |
| Standard Deviation(%) | NA | 9.77 | 8.97 | 8.90 | 7.61 | NA | NA | 7.16 | 7.55 | 9.83 | 7.34 | 9.51 | 8.79 | 8.67 | 4.55 | 8.00 | 5.86 | 4.68 | 6.51 | 5.67 | 6.88 | 4.96 | 7.73 | 10.03 | 7.70 | 2.95 | 10.65 | 9.20 | 6.14 | 7.27 | 4.86 | 1.72 | 2.11 |
| Draw Down(%) | NA | 6.70 | 17.76 | 22.88 | 22.88 | NA | NA | 22.88 | 0.60 | 6.62 | 5.95 | 19.67 | 6.22 | 10.32 | 3.15 | 10.53 | 3.97 | 3.74 | 8.56 | 5.64 | 4.83 | 6.25 | 5.87 | 9.40 | 4.72 | 4.80 | 7.99 | 10.27 | 5.04 | 7.51 | 2.90 | 3.45 | 2.99 |
| Yield(%) | NA | 3.76 | 3.03 | 3.61 | 2.89 | NA | NA | 3.34 | NA | 0.51 | 4.02 | 1.71 | 2.96 | 5.83 | 3.81 | 3.40 | 0.30 | 2.99 | 1.68 | 2.60 | 4.35 | 3.47 | 2.37 | 3.48 | 3.43 | 1.32 | 6.58 | 6.38 | 3.11 | 3.76 | 2.05 | 2.29 | 4.38 |
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 |
|---|---|---|---|---|
| The Provident Bank 401(k) Plan Tactical Asset Allocation Moderate |
-3.62%
Apr 2021 - Apr 2024 |
1.01%
Dec 2013 - Dec 2018 |
1.93%
Oct 2013 - Oct 2023 |
4.30%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Provident Bank 401(k) Plan Tactical Asset Allocation Moderate |
12.98%
Apr 2009 - Apr 2012 |
11.33%
Feb 2009 - Feb 2014 |
9.07%
Jul 2003 - Jul 2013 |
7.62%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart