PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
The Bank of Princeton (BPRN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0645201098
CUSIP064520109
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$194.34M
EPS$4.03
PE Ratio7.64
Revenue (TTM)$69.33M
Gross Profit (TTM)$72.55M
Year Range$22.81 - $37.83
Target Price$33.00
Short %2.39%
Short Ratio9.96

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


The Bank of Princeton

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Bank of Princeton, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
0.92%
17.14%
BPRN (The Bank of Princeton)
Benchmark (^GSPC)

S&P 500

Returns By Period

The Bank of Princeton had a return of -17.00% year-to-date (YTD) and -6.41% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-17.00%5.06%
1 month-2.67%-3.23%
6 months0.91%17.14%
1 year-6.41%20.62%
5 years (annualized)0.63%11.54%
10 years (annualized)N/A10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-9.02%-4.84%-0.00%
2023-0.96%3.48%10.95%8.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BPRN is 40, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BPRN is 4040
The Bank of Princeton(BPRN)
The Sharpe Ratio Rank of BPRN is 4242Sharpe Ratio Rank
The Sortino Ratio Rank of BPRN is 3838Sortino Ratio Rank
The Omega Ratio Rank of BPRN is 3838Omega Ratio Rank
The Calmar Ratio Rank of BPRN is 4141Calmar Ratio Rank
The Martin Ratio Rank of BPRN is 4242Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Bank of Princeton (BPRN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BPRN
Sharpe ratio
The chart of Sharpe ratio for BPRN, currently valued at -0.19, compared to the broader market-2.00-1.000.001.002.003.00-0.19
Sortino ratio
The chart of Sortino ratio for BPRN, currently valued at -0.05, compared to the broader market-4.00-2.000.002.004.00-0.05
Omega ratio
The chart of Omega ratio for BPRN, currently valued at 0.99, compared to the broader market0.501.001.500.99
Calmar ratio
The chart of Calmar ratio for BPRN, currently valued at -0.18, compared to the broader market0.001.002.003.004.005.00-0.18
Martin ratio
The chart of Martin ratio for BPRN, currently valued at -0.48, compared to the broader market0.0010.0020.0030.00-0.48
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.76, compared to the broader market-2.00-1.000.001.002.003.001.76
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.57
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.001.002.003.004.005.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.04, compared to the broader market0.0010.0020.0030.007.04

Sharpe Ratio

The current The Bank of Princeton Sharpe ratio is -0.19. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.19
1.76
BPRN (The Bank of Princeton)
Benchmark (^GSPC)

Dividends

Dividend History

The Bank of Princeton granted a 4.07% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.


PeriodTTM202320222021202020192018
Dividend$1.20$1.20$1.00$0.66$0.40$0.19$0.03

Dividend yield

4.07%3.34%3.15%2.25%1.71%0.60%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for The Bank of Princeton. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.30$0.00
2023$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2022$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2021$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2020$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2019$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.10$0.00
2018$0.03$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.1%
The Bank of Princeton has a dividend yield of 4.07%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%29.8%
The Bank of Princeton has a payout ratio of 29.78%, which is quite average when compared to the overall market. This suggests that The Bank of Princeton strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-20.75%
-4.63%
BPRN (The Bank of Princeton)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Bank of Princeton. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Bank of Princeton was 53.42%, occurring on Sep 23, 2020. Recovery took 595 trading sessions.

The current The Bank of Princeton drawdown is 20.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.42%Aug 1, 2017793Sep 23, 2020595Feb 3, 20231388
-34.45%Feb 14, 202363May 15, 2023148Dec 14, 2023211
-21.05%Dec 18, 202380Apr 12, 2024
-8.09%Jan 26, 20171Jan 26, 201716Jul 31, 201717
-3%Sep 26, 20161Sep 26, 20162Jan 25, 20173

Volatility

Volatility Chart

The current The Bank of Princeton volatility is 6.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2024FebruaryMarchApril
6.26%
3.27%
BPRN (The Bank of Princeton)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Bank of Princeton over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items