Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PDPPX (LARGECAP GROWTH FUND R-5) NA -6.72% 7.88% 7.70% 9.99% 7.60% NA
Data as of 10/11/2019, Common starting date is 12/21/2000
More Performance Analytics Comparison
Name Start Date End Date
PDPPX (LARGECAP GROWTH FUND R-5) 12/21/2000 10/11/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) -11.27 -6.72 7.88 7.70 9.99 7.60 NA 5.12 -7.69 34.48 -5.47 4.61 11.78 32.73 16.17 -4.57 18.03 26.86 -42.96 22.73 9.60 11.54 9.01 24.24 -28.47 -24.54 4.36
Sharpe Ratio NA -0.33 0.36 0.36 0.53 NA NA 0.23 -0.39 3.26 -0.37 0.27 0.74 2.47 1.07 -0.18 0.87 1.03 -1.15 1.16 0.47 0.77 0.66 1.31 -1.06 -0.93 NA
Standard Deviation(%) NA 25.00 18.71 17.90 18.37 NA NA 22.03 23.09 10.43 15.25 16.89 15.96 13.24 15.14 26.13 20.73 26.06 38.18 17.13 13.39 12.21 12.16 17.96 27.87 29.39 NA
Draw Down(%) NA 21.95 26.61 26.61 26.61 NA NA 17.30 26.61 4.16 15.78 13.42 11.53 6.67 11.47 20.52 17.37 21.05 50.72 9.22 12.08 7.56 9.80 12.12 34.65 40.80 NA
Yield(%) 0.00 34.03 21.24 16.21 14.82 11.37 5.90 0.00 34.86 20.44 12.64 9.90 11.22 12.92 0.55 0.04 0.00 0.00 0.00 2.29 1.79 0.00 0.56 0.00 0.00 0.00 0.16
Data as of 10/11/2019, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDPPX (LARGECAP GROWTH FUND R-5) -13.06%
Feb 2006 – Feb 2009
-4.30%
Feb 2004 – Feb 2009
-0.84%
Jan 2001 – Jan 2011
2.55%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDPPX (LARGECAP GROWTH FUND R-5) 22.25%
Feb 2009 – Feb 2012
21.58%
Feb 2009 – Feb 2014
14.69%
Feb 2009 – Feb 2019
10.04%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return