Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNBC (Center Bancorp Inc) | NA | 48.21% | 22.95% | 19.06% | 8.82% | 10.61% | NA | … | … |
Data as of 07/03/2014, Common starting date is 05/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNBC (Center Bancorp Inc) | 05/31/1996 | 07/03/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 48.21 | 22.95 | 19.06 | 8.82 | 10.61 | NA | … | … | 3.34 | 65.24 | 20.38 | 21.37 | -7.26 | 12.51 | -23.22 | -24.73 | 48.38 | -9.50 | -31.92 | 70.05 | 34.55 | -3.17 | 47.47 | -4.63 | 12.70 | 21.89 | -1.97 |
| Sharpe Ratio | NA | 2.01 | 0.80 | 0.69 | 0.24 | NA | NA | … | … | 0.29 | 2.91 | 0.87 | 0.56 | -0.24 | 0.28 | -0.52 | -1.03 | 1.88 | -0.50 | -1.04 | 1.55 | 1.08 | -0.13 | 0.82 | -0.18 | 0.26 | -0.79 | -0.14 |
| Standard Deviation(%) | NA | 23.93 | 29.08 | 29.20 | 31.65 | NA | NA | … | … | 23.43 | 22.40 | 23.60 | 38.19 | 30.61 | 44.50 | 46.64 | 27.04 | 24.12 | 23.30 | 31.56 | 44.62 | 31.09 | 42.20 | 53.08 | 43.42 | 35.97 | 42.30 | 47.09 |
| Draw Down(%) | NA | 13.59 | 22.14 | 31.05 | 56.81 | NA | NA | … | … | 11.92 | 9.89 | 8.75 | 22.14 | 23.32 | 27.56 | 32.54 | 32.27 | 9.05 | 13.83 | 42.76 | 23.51 | 21.40 | 21.53 | 42.03 | 17.84 | 27.42 | 16.36 | 14.61 |
| Yield(%) | 0.00 | 2.27 | 1.96 | 2.03 | 2.32 | 2.41 | 1.12 | … | … | 0.81 | 2.24 | 1.71 | 1.53 | 1.32 | 2.94 | 3.26 | 2.27 | 3.32 | 2.72 | 1.38 | 1.85 | 3.54 | 3.04 | 4.92 | 2.64 | 2.65 | 4.02 | 0.23 |
Data as of 07/03/2014, Common starting date is 05/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBC (Center Bancorp Inc) |
-19.41%
May 2007 – May 2010 |
-12.96%
Nov 2003 – Nov 2008 |
0.73%
Nov 2003 – Nov 2013 |
5.28%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBC (Center Bancorp Inc) |
51.69%
Nov 2000 – Nov 2003 |
26.49%
Nov 1998 – Nov 2003 |
15.93%
Oct 1996 – Oct 2006 |
10.61%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison Chart