Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIJX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS J) | 9.81% | 22.06% | 16.74% | 9.08% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIJX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS J) | 10/10/2018 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 22.06 | 16.74 | 9.08 | NA | NA | NA | … | … | 9.81 | 15.38 | 15.18 | 10.86 | -10.73 | 21.98 | 6.18 | 28.45 | -12.34 |
| Sharpe Ratio | NA | 1.88 | 1.06 | 0.42 | NA | NA | NA | … | … | 1.60 | 0.79 | 1.06 | 0.57 | -0.60 | 1.80 | 0.18 | 2.45 | -1.99 |
| Standard Deviation(%) | NA | 10.73 | 12.98 | 14.72 | NA | NA | NA | … | … | 11.66 | 15.91 | 10.95 | 12.81 | 20.39 | 12.16 | 31.92 | 11.02 | 23.61 |
| Draw Down(%) | NA | 7.08 | 16.49 | 21.16 | NA | NA | NA | … | … | 7.08 | 15.45 | 7.54 | 11.86 | 21.16 | 5.96 | 37.67 | 5.85 | 18.35 |
| Yield(%) | 0.00 | 10.14 | 8.93 | 6.69 | 4.98 | 3.32 | 2.49 | … | … | 0.37 | 10.52 | 11.60 | 2.87 | 4.62 | 6.03 | 1.63 | 5.32 | 0.59 |
Data as of 06/12/2026, Common starting date is 10/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIJX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS J) |
3.14%
Sep 2019 – Sep 2022 |
6.19%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIJX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS J) |
18.49%
Dec 2018 – Dec 2021 |
14.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart