Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSFN (Stewardship Financial Corporation) | NA | 65.83% | 26.70% | 31.73% | 7.16% | 3.34% | 6.96% | … | … |
Data as of 10/31/2019, Common starting date is 05/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSFN (Stewardship Financial Corporation) | 05/26/1999 | 10/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 65.83 | 26.70 | 31.73 | 7.16 | 3.34 | 6.96 | … | … | 74.58 | -10.23 | 5.94 | 65.25 | 25.56 | 1.52 | 22.90 | -22.46 | -4.60 | -29.18 | -8.01 | -18.71 | 7.38 | -2.22 | -2.04 | -1.14 | 90.66 | 2.98 | 13.93 | -2.27 | 8.36 |
| Sharpe Ratio | NA | 0.68 | 0.12 | 0.20 | -0.25 | NA | NA | … | … | 1.15 | -0.82 | -0.34 | 0.82 | 0.19 | -0.40 | 0.09 | -0.69 | -0.32 | -0.67 | -0.30 | -0.71 | -0.39 | -0.65 | -0.69 | -0.64 | 1.47 | -0.49 | -0.19 | -1.20 | 0.16 |
| Standard Deviation(%) | NA | 62.07 | 47.73 | 44.50 | 53.53 | NA | NA | … | … | 64.08 | 38.80 | 38.82 | 37.84 | 36.41 | 42.56 | 50.61 | 59.76 | 71.47 | 71.67 | 88.01 | 53.68 | 37.49 | 37.75 | 33.35 | 32.41 | 48.48 | 34.34 | 39.54 | 21.24 | 68.30 |
| Draw Down(%) | NA | 15.45 | 30.90 | 30.90 | 62.95 | NA | NA | … | … | 12.65 | 27.81 | 19.85 | 14.50 | 15.75 | 21.01 | 23.27 | 41.99 | 39.23 | 38.42 | 27.64 | 33.60 | 18.67 | 16.55 | 19.43 | 13.91 | 18.33 | 15.91 | 17.34 | 17.00 | 27.66 |
| Yield(%) | 0.00 | 1.25 | 1.38 | 2.46 | 1.31 | 1.30 | 2.51 | … | … | 1.05 | 1.20 | 1.22 | 1.81 | 1.64 | 1.05 | 1.01 | 2.99 | 3.33 | 3.17 | 3.66 | 2.42 | 2.47 | 1.87 | 1.30 | 0.97 | 1.27 | 0.65 | 0.75 | 1.44 | 0.00 |
Data as of 10/31/2019, Common starting date is 05/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFN (Stewardship Financial Corporation) |
-23.55%
Nov 2009 – Nov 2012 |
-18.48%
Nov 2007 – Nov 2012 |
-8.38%
Oct 2004 – Oct 2014 |
-0.49%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFN (Stewardship Financial Corporation) |
38.98%
Mar 2001 – Mar 2004 |
30.33%
Sep 2014 – Sep 2019 |
7.95%
Sep 2009 – Sep 2019 |
5.74%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart