Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCTY (Paylocity Holding Corporation) | -25.60% | -41.43% | -15.29% | -7.67% | 11.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCTY (Paylocity Holding Corporation) | 03/20/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | -41.43 | -15.29 | -7.67 | 11.34 | NA | NA | … | … | -25.60 | -22.97 | 21.12 | -15.14 | -17.74 | 14.69 | 70.43 | 102.13 | 27.67 | 57.15 | -25.99 | 55.30 | 0.46 |
| Sharpe Ratio | NA | -1.15 | -0.44 | -0.25 | 0.25 | NA | NA | … | … | -1.10 | -0.90 | 0.45 | -0.48 | -0.35 | 0.38 | 1.18 | 2.71 | 0.67 | 1.73 | -0.57 | 1.22 | 0.01 |
| Standard Deviation(%) | NA | 36.59 | 35.90 | 40.55 | 41.79 | NA | NA | … | … | 47.62 | 29.26 | 32.68 | 40.48 | 55.48 | 38.57 | 59.29 | 37.60 | 39.58 | 32.82 | 46.20 | 45.16 | 50.66 |
| Draw Down(%) | NA | 51.15 | 58.08 | 68.90 | 68.90 | NA | NA | … | … | 38.14 | 36.46 | 25.67 | 39.07 | 34.66 | 28.98 | 50.57 | 15.07 | 35.97 | 16.20 | 37.93 | 22.59 | 40.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTY (Paylocity Holding Corporation) |
-18.39%
Mar 2023 – Mar 2026 |
-11.40%
Apr 2021 – Apr 2026 |
10.67%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTY (Paylocity Holding Corporation) |
66.77%
Oct 2018 – Oct 2021 |
51.07%
Dec 2016 – Dec 2021 |
24.18%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart