Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NewBridge Bank Employees’ 401(K) Plan Tactical Asset Allocation Moderate | NA | -2.01% | 3.87% | 2.64% | 6.52% | 7.46% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NewBridge Bank Employees’ 401(K) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | -2.01 | 3.87 | 2.64 | 6.52 | 7.46 | NA | … | … | 0.55 | 6.11 | 4.41 | -0.90 | 1.92 | 13.21 | 7.74 | 1.19 | 10.12 | 18.33 | 0.34 | 11.59 | 13.28 | 7.11 | 12.59 | 19.35 | 1.82 | 8.01 |
| Sharpe Ratio | NA | -0.11 | 0.54 | 0.37 | 0.87 | NA | NA | … | … | -0.11 | 0.99 | 1.20 | -0.20 | 0.35 | 1.89 | 1.84 | 0.15 | 0.98 | 2.03 | -0.12 | 0.97 | 1.41 | 0.90 | 1.75 | 3.63 | 0.15 | 1.17 |
| Standard Deviation(%) | NA | 6.88 | 5.49 | 5.30 | 6.75 | NA | NA | … | … | 6.88 | 5.56 | 3.50 | 4.59 | 5.42 | 6.96 | 4.18 | 7.93 | 10.25 | 8.99 | 4.90 | 8.82 | 7.08 | 5.49 | 6.66 | 5.14 | 4.76 | 4.88 |
| Draw Down(%) | NA | 5.91 | 5.91 | 5.91 | 7.95 | NA | NA | … | … | 5.91 | 4.46 | 1.83 | 5.35 | 5.81 | 5.58 | 3.85 | 6.65 | 7.95 | 4.93 | 6.30 | 6.05 | 8.39 | 4.18 | 5.58 | 2.87 | 5.97 | 3.82 |
| Yield(%) | NA | 3.35 | 2.85 | 2.99 | 3.24 | NA | NA | … | … | 3.33 | 0.26 | 4.66 | 3.21 | 3.48 | 1.01 | 3.88 | 2.44 | 4.80 | 4.91 | 5.65 | 6.40 | 6.00 | 3.96 | 4.64 | 3.97 | 6.12 | 7.74 |
Data as of 10/31/2018, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NewBridge Bank Employees’ 401(K) Plan Tactical Asset Allocation Moderate |
1.34%
Nov 2013 – Nov 2016 |
2.52%
Nov 2013 – Nov 2018 |
5.83%
Mar 2008 – Mar 2018 |
7.39%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NewBridge Bank Employees’ 401(K) Plan Tactical Asset Allocation Moderate |
14.60%
Apr 2003 – Apr 2006 |
13.49%
Oct 2002 – Oct 2007 |
10.62%
Apr 2001 – Apr 2011 |
8.66%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart