Skip to main content

Want a detailed portfolio tracker?

Performance analysis of OceanFirst Financial (OCFC)

Annual Return

Over the past 3 years, OCFC has had an average annual return of +9.57%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, OCFC has had an average annual return of +5.57%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, OCFC has had an average annual return of +4.45%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Nov 1, 1999, OCFC has had an average annual return of +5.82%, underperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+12.82%+3.88%+9.47%-14.37%-0.90%+25.76%-24.01%+16.68%-12.25%-10.68%+54.28%+20.39%
201420132012201120102009200820072006200520042003
+3.05%+28.42%+8.90%+5.14%+18.68%-27.27%+10.18%-27.78%+4.32%-4.42%-6.03%+24.93%
2002200120001999
+44.17%+1.60%+48.11%-2.81%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.46%-2.67%-0.11%+6.83%-1.47%+3.94%+1.54%+12.82%
2025-0.77%+1.44%-5.55%-2.64%+2.71%+4.76%-4.72%+10.94%-4.46%+3.47%+4.83%-4.77%+3.88%
2024-0.75%-10.70%+7.96%-10.06%+3.28%+5.58%+14.35%-0.41%+4.03%-2.10%+14.91%-12.48%+9.47%
2023+12.57%-0.04%-22.09%-13.42%-9.98%+10%+19.27%-8.47%-14.23%-12.51%+11.03%+25.25%-14.37%
2022+2.25%-0.67%-10.19%-6.82%+8.65%-5.16%+7.48%-4.54%-4.11%+21.14%+4.36%-9.03%-0.90%
2021-2.52%+20.74%+10.17%-4.51%-2.55%-5.74%-4.36%+9.89%+0.71%+3.55%-6.32%+7.71%+25.76%
2020-8.93%-11.48%-22.16%+5.91%+0.18%+5.57%-12.14%+1.89%-12.30%+9.35%+6.60%+18.14%-24.01%
2019+6.66%+5.69%-4.52%+4.66%-4.78%+4.32%-1.81%-13.23%+12.27%+1.40%+0.93%+6.50%+16.68%
2018+0.76%-1.60%+3.36%+0.86%+9.27%+2.18%-2.64%+0.63%-6.78%-6.98%+2.46%-12.65%-12.25%
2017-5.39%+3.29%-3.48%-1.86%-3.65%+2.34%-0.15%-7.32%+10.14%+0.95%+0.56%-5.40%-10.68%

Drawdown analysis of OceanFirst Financial (OCFC)

The maximum drawdown for the OCFC was -67.78%, occurring on Mar 9, 2009. Recovery took 1253 trading sessions.

The current OCFC drawdown is -10.27%.

Since Nov 1, 1999 OCFC has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-67.78%Dec 8, 20031320Mar 9, 20091253Feb 28, 20142573
-59.02%Jun 20, 2018438Mar 18, 2020OngoingOngoingOngoing
-29.34%Aug 26, 200231Oct 9, 2002160May 30, 2003191
-22.02%Nov 22, 199998Apr 12, 200053Jun 28, 2000151
-21.59%Dec 29, 201526Feb 5, 2016186Oct 31, 2016212
-19.31%Jan 11, 2017165Sep 7, 2017184Jun 1, 2018349
-18.89%Jun 28, 200214Jul 19, 200226Aug 26, 200240
-16.59%Feb 28, 2014152Oct 6, 2014179Jun 23, 2015331
-12.87%Aug 17, 201523Sep 18, 201528Oct 28, 201551
-12.86%Jun 20, 200179Oct 17, 200171Jan 30, 2002150
-12.22%Dec 29, 200026Feb 7, 200179Jun 1, 2001105
-9.13%Sep 22, 200014Oct 12, 200018Nov 7, 200032
-8.17%May 23, 20025May 31, 200218Jun 26, 200223
-7.43%Jul 13, 201515Aug 3, 20159Aug 14, 201524
-6.08%Sep 3, 200319Sep 30, 200331Nov 12, 200350
-5.22%Jul 15, 20034Jul 21, 200318Aug 14, 200322
-4.58%Jun 5, 20038Jun 17, 20039Jun 30, 200317
-4.39%Nov 17, 200010Dec 4, 200015Dec 26, 200025
-4.20%Dec 4, 20155Dec 11, 20154Dec 17, 20159
-3.86%Oct 29, 20151Oct 30, 20153Nov 4, 20154
-3.69%Nov 8, 19994Nov 12, 19996Nov 22, 199910
-3.67%Jan 4, 20173Jan 9, 20172Jan 11, 20175
-3.45%Nov 6, 20154Nov 12, 201515Dec 4, 201519
-3.31%Aug 25, 200010Sep 11, 20006Sep 19, 200016
-3.27%Jul 14, 200010Jul 28, 20002Aug 1, 200012