Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAGTX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) | NA | -24.00% | -3.74% | 3.71% | 5.86% | 4.03% | NA | … | … |
Data as of 02/22/2021, Common starting date is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGTX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) | 05/16/2001 | 02/22/2021 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.00 | -3.74 | 3.71 | 5.86 | 4.03 | NA | … | … | 0.00 | -24.59 | 27.87 | -8.40 | 17.56 | 9.08 | -1.68 | 9.93 | 28.72 | 11.18 | 3.56 | 7.96 | 27.96 | -39.89 | 17.59 | 7.85 | 3.89 | 15.13 | 30.53 | -22.41 | -18.69 |
| Sharpe Ratio | NA | -0.91 | -0.23 | 0.17 | 0.34 | NA | NA | … | … | 0.00 | -0.83 | 2.05 | -0.57 | 2.50 | 0.68 | -0.11 | 0.88 | 2.64 | 0.98 | 0.17 | 0.50 | 1.00 | -1.01 | 0.96 | 0.35 | 0.15 | 1.09 | 2.21 | -1.10 | -1.25 |
| Standard Deviation(%) | NA | 29.36 | 20.73 | 17.32 | 16.05 | NA | NA | … | … | NA | 29.63 | 12.93 | 17.20 | 6.81 | 13.06 | 15.53 | 11.26 | 10.85 | 11.41 | 20.27 | 15.64 | 27.90 | 40.12 | 15.23 | 13.09 | 11.73 | 12.97 | 13.51 | 21.33 | 24.42 |
| Draw Down(%) | NA | 35.22 | 35.76 | 35.76 | 35.76 | NA | NA | … | … | 0.00 | 35.76 | 8.27 | 20.13 | 2.56 | 10.70 | 12.87 | 8.12 | 5.25 | 8.21 | 14.09 | 13.07 | 25.33 | 52.75 | 10.47 | 11.95 | 9.83 | 11.79 | 6.72 | 30.07 | 31.01 |
| Yield(%) | 0.00 | 0.00 | 13.50 | 11.37 | 8.59 | 5.86 | 4.57 | … | … | 0.00 | 0.00 | 38.20 | 8.44 | 3.16 | 0.32 | 0.16 | 1.31 | 2.42 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2021, Common starting date is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGTX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) |
-14.87%
Feb 2006 – Feb 2009 |
-6.57%
Feb 2004 – Feb 2009 |
1.37%
Jun 2001 – Jun 2011 |
3.87%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGTX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) |
22.15%
Feb 2009 – Feb 2012 |
18.89%
Feb 2009 – Feb 2014 |
12.85%
Feb 2009 – Feb 2019 |
8.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
