Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
Peapack Gladstone Bank Employee Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 23.31% | 1.94% | 5.13% | 5.38% | 5.86% | 6.61% | 7.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Peapack Gladstone Bank Employee Savings and Investment 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 (%) | -1.09 | 23.31 | 1.94 | 5.13 | 5.38 | 5.86 | 6.61 | 7.64 | NA | 5.49 | 13.36 | -12.09 | -2.12 | 19.73 | 16.07 | -4.85 | 12.74 | 4.13 | 2.00 | 1.91 | 10.88 | 13.30 | -5.52 | 11.10 | 31.31 | -21.34 | 14.39 | 12.95 | 10.65 | 14.68 | 23.98 | -1.11 | 15.45 |
Sharpe Ratio | NA | 0.04 | -0.17 | 0.15 | 0.34 | NA | NA | 0.60 | 0.07 | -0.12 | 1.04 | -1.00 | -0.19 | 1.13 | 1.95 | -0.64 | 2.70 | 0.47 | 0.23 | 0.27 | 1.78 | 2.21 | -0.44 | 1.39 | 3.15 | -1.56 | 1.01 | 1.25 | 1.25 | 1.58 | 2.96 | -0.21 | 1.34 |
Standard Deviation(%) | NA | 8.91 | 10.61 | 12.33 | 10.34 | NA | NA | 9.79 | 7.41 | 8.96 | 8.73 | 13.44 | 11.14 | 17.26 | 7.52 | 9.68 | 4.48 | 8.34 | 8.47 | 6.92 | 6.08 | 6.00 | 12.63 | 7.92 | 9.92 | 14.28 | 11.32 | 7.75 | 6.79 | 8.68 | 7.88 | 10.59 | 9.81 |
Draw Down(%) | NA | 6.84 | 17.64 | 24.15 | 24.15 | NA | NA | 30.74 | 0.59 | 6.84 | 8.55 | 18.05 | 10.31 | 21.58 | 3.37 | 12.33 | 3.13 | 7.64 | 8.80 | 5.45 | 6.29 | 5.05 | 15.66 | 7.11 | 10.48 | 29.95 | 8.44 | 9.24 | 4.73 | 7.40 | 7.42 | 16.24 | 10.11 |
Yield(%) | NA | 5.31 | 4.18 | 4.07 | 4.01 | NA | NA | 4.41 | NA | 0.66 | 5.44 | 2.23 | 4.20 | 4.93 | 2.91 | 5.21 | 0.38 | 1.49 | 8.14 | 4.53 | 1.36 | 4.04 | 2.32 | 5.24 | 6.18 | 6.56 | 9.74 | 5.10 | 4.00 | 5.37 | 3.85 | 3.62 | 3.87 |
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 |
---|---|---|---|---|
Peapack Gladstone Bank Employee Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
-1.86%
Feb 2006 - Feb 2009 |
1.27%
Sep 2017 - Sep 2022 |
3.65%
Oct 2013 - Oct 2023 |
3.97%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Peapack Gladstone Bank Employee Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
19.15%
Mar 2003 - Mar 2006 |
16.22%
Oct 2002 - Oct 2007 |
10.34%
Mar 2001 - Mar 2011 |
8.82%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart