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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.36% | -1.61% | 3.71% | 4.19% | 5.81% | 5.26% | 5.77% |
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 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 (%) | -1.05 | 17.36 | -1.61 | 3.71 | 4.19 | 5.81 | 5.26 | 5.77 | NA | 5.96 | 10.47 | -15.97 | 0.24 | 17.13 | 17.06 | -9.37 | 15.07 | 3.85 | 0.72 | 3.43 | 10.63 | 11.26 | 2.74 | 14.16 | 22.13 | -23.48 | 6.58 | 10.60 | 7.46 | 10.02 | 17.94 | -0.19 | 5.19 |
| Sharpe Ratio | NA | 0.07 | -0.41 | 0.04 | 0.24 | NA | NA | 0.47 | 0.10 | -0.07 | 0.85 | -1.37 | 0.02 | 0.95 | 2.27 | -1.06 | 3.10 | 0.41 | 0.08 | 0.52 | 1.91 | 2.37 | 0.32 | 1.94 | 1.72 | -1.51 | 0.53 | 1.36 | 1.22 | 1.81 | 3.47 | -0.22 | 0.72 |
| Standard Deviation(%) | NA | 8.67 | 9.84 | 12.19 | 10.28 | NA | NA | 8.91 | 5.06 | 8.73 | 7.34 | 12.66 | 11.47 | 17.87 | 6.89 | 10.04 | 4.66 | 8.89 | 8.20 | 6.56 | 5.55 | 4.73 | 8.48 | 7.27 | 12.81 | 16.18 | 6.80 | 5.39 | 4.34 | 5.01 | 4.97 | 6.02 | 4.02 |
| Draw Down(%) | NA | 5.61 | 18.51 | 24.27 | 24.27 | NA | NA | 35.06 | 0.23 | 5.57 | 5.73 | 19.33 | 9.02 | 24.02 | 3.30 | 15.77 | 1.98 | 7.69 | 8.00 | 5.63 | 5.54 | 4.72 | 9.75 | 5.92 | 14.74 | 30.74 | 5.07 | 5.79 | 3.84 | 5.55 | 3.65 | 8.77 | 6.17 |
| Yield(%) | NA | 3.69 | 2.63 | 3.07 | 3.25 | NA | NA | 4.03 | NA | 0.51 | 3.98 | 1.28 | 2.30 | 4.96 | 2.45 | 4.75 | 0.37 | 4.12 | 4.55 | 3.52 | 4.19 | 3.73 | 4.01 | 3.90 | 3.73 | 3.07 | 7.96 | 6.18 | 3.98 | 3.80 | 2.08 | 4.94 | 8.20 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.04%
Feb 2006 - Feb 2009 |
-1.04%
Feb 2004 - Feb 2009 |
3.15%
Oct 2013 - Oct 2023 |
3.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Provident Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.43%
Feb 2009 - Feb 2012 |
14.46%
Feb 2009 - Feb 2014 |
8.83%
Feb 2009 - Feb 2019 |
7.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart