Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Peapack Gladstone Bank Employee Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 18.70% | -0.53% | 3.37% | 3.64% | 4.51% | 5.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peapack Gladstone Bank Employee Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.13 | 18.70 | -0.53 | 3.37 | 3.64 | 4.51 | 5.92 | … | … | 0.84 | 4.95 | 9.80 | -11.66 | -4.65 | 15.55 | 11.84 | -2.26 | 9.56 | 4.74 | -3.04 | 2.40 | 13.55 | 7.21 | -1.53 | 6.89 | 22.11 | -4.03 | 14.41 | 12.23 | 5.89 | 12.83 | 17.05 | 2.89 | 6.54 |
| Sharpe Ratio | NA | 0.03 | -0.29 | -0.01 | 0.20 | NA | NA | … | … | 0.07 | -0.17 | 0.68 | -1.28 | -0.36 | 1.72 | 2.40 | -0.45 | 1.98 | 1.12 | -0.52 | 0.35 | 2.32 | 2.00 | -0.20 | 0.67 | 3.04 | -1.23 | 1.09 | 1.22 | 0.57 | 1.45 | 2.97 | 0.36 | 1.16 |
| Standard Deviation(%) | NA | 9.41 | 9.33 | 10.07 | 8.12 | NA | NA | … | … | 11.15 | 9.40 | 8.21 | 10.22 | 12.85 | 8.93 | 4.34 | 7.88 | 4.50 | 4.04 | 5.94 | 6.88 | 5.84 | 3.57 | 7.64 | 10.16 | 7.25 | 4.03 | 10.51 | 7.35 | 6.48 | 8.19 | 5.51 | 4.89 | 3.66 |
| Draw Down(%) | NA | 8.22 | 14.06 | 23.85 | 23.85 | NA | NA | … | … | 0.92 | 8.22 | 7.15 | 14.70 | 13.41 | 10.11 | 1.63 | 10.71 | 2.41 | 3.57 | 7.88 | 6.08 | 4.02 | 3.32 | 7.98 | 9.25 | 3.99 | 6.29 | 7.97 | 8.70 | 4.82 | 6.72 | 3.37 | 5.11 | 2.77 |
| Yield(%) | NA | 5.45 | 4.01 | 4.75 | 4.70 | NA | NA | … | … | NA | 0.74 | 5.29 | 2.66 | 3.25 | 5.50 | 7.22 | 6.64 | 0.51 | 3.45 | 5.36 | 6.92 | 1.81 | 3.70 | 0.86 | 2.68 | 5.49 | 2.59 | 6.06 | 5.58 | 3.23 | 4.98 | 3.97 | 5.33 | 6.65 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Peapack Gladstone Bank Employee Savings and Investment Plan Tactical Asset Allocation Moderate |
-3.21%
Apr 2021 – Apr 2024 |
0.20%
Sep 2018 – Sep 2023 |
2.26%
Oct 2013 – Oct 2023 |
3.96%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peapack Gladstone Bank Employee Savings and Investment Plan Tactical Asset Allocation Moderate |
14.24%
Oct 2004 – Oct 2007 |
13.34%
Oct 2002 – Oct 2007 |
9.92%
Apr 2001 – Apr 2011 |
7.96%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart