Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCACX (LARGECAP VALUE FUND CLASS A) | NA | -33.84% | -7.77% | -1.86% | 5.40% | 3.57% | 2.22% | 3.95% |
Data as of 10/16/2018, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCACX (LARGECAP VALUE FUND CLASS A) | 06/21/1996 | 10/16/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -38.91 | -33.84 | -7.77 | -1.86 | 5.40 | 3.57 | 2.22 | 3.95 | -37.12 | 16.11 | 7.73 | -1.43 | 10.85 | 30.69 | 18.10 | 0.81 | 14.08 | 14.96 | -35.64 | -0.30 | 17.93 | 7.66 | 12.06 | 24.99 | -13.87 | -8.55 | -2.00 | -6.86 | 12.13 | 28.70 | 12.95 |
| Sharpe Ratio | NA | -0.71 | -0.28 | -0.09 | 0.21 | NA | NA | 0.12 | -0.83 | 1.82 | 0.56 | -0.09 | 0.87 | 2.46 | 1.35 | 0.03 | 0.70 | 0.51 | -0.87 | -0.20 | 1.43 | 0.47 | 0.94 | 1.56 | -0.65 | -0.68 | -0.35 | -0.71 | 0.52 | 1.69 | 2.14 |
| Standard Deviation(%) | NA | 49.10 | 29.93 | 24.77 | 24.66 | NA | NA | 20.96 | 54.83 | 8.54 | 13.47 | 15.76 | 12.46 | 12.46 | 13.51 | 25.38 | 20.03 | 29.21 | 41.78 | 17.07 | 10.28 | 11.64 | 11.76 | 15.61 | 23.03 | 16.15 | 17.39 | 14.25 | 16.90 | 14.85 | 10.49 |
| Draw Down(%) | NA | 41.61 | 41.61 | 41.61 | 41.61 | NA | NA | 57.68 | 41.61 | 4.38 | 11.30 | 12.94 | 9.44 | 6.86 | 11.39 | 22.43 | 17.99 | 30.17 | 46.56 | 12.37 | 7.93 | 7.50 | 9.12 | 13.13 | 28.74 | 21.56 | 12.64 | 17.59 | 17.77 | 9.21 | 7.49 |
| Yield(%) | 0.00 | 22.10 | 11.84 | 10.85 | 10.21 | 3.71 | 3.16 | 4.65 | 0.00 | 24.20 | 4.45 | 8.43 | 11.82 | 11.54 | 1.85 | 0.90 | 1.26 | 1.55 | 1.35 | 9.37 | 6.65 | 7.03 | 1.24 | 1.26 | 1.39 | 0.83 | 4.96 | 10.00 | 8.40 | 11.91 | 16.47 |
Data as of 10/16/2018, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCACX (LARGECAP VALUE FUND CLASS A) |
-16.82%
Feb 2006 - Feb 2009 |
-7.10%
Feb 2004 - Feb 2009 |
-3.98%
Feb 1999 - Feb 2009 |
2.31%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCACX (LARGECAP VALUE FUND CLASS A) |
22.99%
Sep 2011 - Sep 2014 |
21.22%
Feb 2009 - Feb 2014 |
8.50%
Sep 2008 - Sep 2018 |
8.48%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart