Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDRDX (DIVERSIFIED REAL ASSET FUND INSTITUTIONAL CLASS) | 11.52% | 20.68% | 11.05% | 5.88% | 6.25% | 4.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDRDX (DIVERSIFIED REAL ASSET FUND INSTITUTIONAL CLASS) | 03/18/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 20.68 | 11.05 | 5.88 | 6.25 | 4.41 | NA | … | … | 11.52 | 14.64 | 3.08 | 3.23 | -6.20 | 17.30 | 3.97 | 15.01 | -7.90 | 10.18 | 5.86 | -12.39 | 2.60 | 5.31 | 7.65 | 0.83 | 15.87 |
| Sharpe Ratio | NA | 1.93 | 0.77 | 0.31 | 0.43 | NA | NA | … | … | 2.28 | 1.13 | -0.06 | -0.04 | -0.52 | 1.89 | 0.19 | 2.29 | -1.18 | 2.02 | 0.57 | -1.25 | 0.40 | 0.87 | 1.17 | 0.06 | 1.56 |
| Standard Deviation(%) | NA | 9.33 | 10.06 | 11.01 | 10.85 | NA | NA | … | … | 11.61 | 10.46 | 8.68 | 10.14 | 14.73 | 9.13 | 19.46 | 5.92 | 7.90 | 4.73 | 9.87 | 9.97 | 6.42 | 6.08 | 6.57 | 13.76 | 12.98 |
| Draw Down(%) | NA | 5.89 | 10.94 | 19.35 | 28.55 | NA | NA | … | … | 5.89 | 9.19 | 7.25 | 10.67 | 19.35 | 4.45 | 28.55 | 3.99 | 12.47 | 2.32 | 8.98 | 17.59 | 9.30 | 6.43 | 6.85 | 13.81 | 8.51 |
| Yield(%) | 0.00 | 4.45 | 3.24 | 5.02 | 4.22 | 3.39 | 3.06 | … | … | 0.41 | 4.60 | 2.45 | 2.56 | 10.71 | 7.20 | 0.53 | 2.65 | 3.07 | 2.38 | 2.70 | 0.86 | 2.19 | 2.27 | 4.01 | 2.76 | 0.81 |
Data as of 06/05/2026, Common starting date is 03/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRDX (DIVERSIFIED REAL ASSET FUND INSTITUTIONAL CLASS) |
-4.08%
Jan 2013 – Jan 2016 |
-2.65%
Mar 2015 – Mar 2020 |
1.90%
Oct 2013 – Oct 2023 |
3.89%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRDX (DIVERSIFIED REAL ASSET FUND INSTITUTIONAL CLASS) |
12.89%
Mar 2020 – Mar 2023 |
9.32%
Mar 2020 – Mar 2025 |
7.42%
Feb 2016 – Feb 2026 |
4.64%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart