Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBSB (Meridian Bancorp Inc) | NA | 85.50% | 17.48% | 9.03% | 17.66% | NA | NA | … | … |
Data as of 11/12/2021, Common starting date is 01/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBSB (Meridian Bancorp Inc) | 01/23/2008 | 11/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 85.50 | 17.48 | 9.03 | 17.66 | NA | NA | … | … | 65.30 | -23.71 | 40.29 | -30.49 | 8.99 | 34.04 | 25.67 | 21.64 | 34.56 | 34.78 | 5.60 | 35.52 | -5.95 | -3.65 |
| Sharpe Ratio | NA | 2.34 | 0.39 | 0.25 | 0.57 | NA | NA | … | … | 2.12 | -0.38 | 0.93 | -2.55 | -0.48 | -0.01 | 0.42 | 0.15 | 0.65 | 0.66 | -0.35 | 0.71 | -0.60 | -0.64 |
| Standard Deviation(%) | NA | 36.58 | 43.05 | 35.72 | 29.67 | NA | NA | … | … | 36.90 | 62.73 | 18.24 | 20.42 | 21.33 | 17.41 | 17.11 | 20.81 | 24.75 | 24.89 | 37.35 | 23.99 | 40.94 | 38.60 |
| Draw Down(%) | NA | 16.49 | 52.98 | 53.59 | 53.59 | NA | NA | … | … | 16.49 | 51.39 | 10.93 | 36.03 | 17.48 | 10.28 | 10.54 | 13.64 | 9.18 | 10.97 | 24.81 | 17.05 | 34.10 | 23.53 |
| Yield(%) | 0.00 | 2.84 | 2.05 | 1.56 | 2.83 | 2.52 | 1.89 | … | … | 2.05 | 1.61 | 2.00 | 1.06 | 0.90 | 0.88 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/12/2021, Common starting date is 01/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSB (Meridian Bancorp Inc) |
-16.36%
Sep 2017 – Sep 2020 |
-4.09%
Sep 2015 – Sep 2020 |
9.95%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSB (Meridian Bancorp Inc) |
34.91%
Mar 2012 – Mar 2015 |
30.34%
Dec 2011 – Dec 2016 |
19.99%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart