Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEINX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-2) | NA | 21.37% | 11.10% | 13.26% | 10.89% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEINX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-2) | 03/04/2010 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 21.37 | 11.10 | 13.26 | 10.89 | NA | NA | … | … | 4.92 | 5.79 | 27.96 | -5.75 | 20.12 | 14.30 | -4.57 | 12.25 | 25.80 | 12.11 | 4.76 | 13.52 |
| Sharpe Ratio | NA | 0.76 | 0.45 | 0.68 | 0.63 | NA | NA | … | … | 2.31 | 0.16 | 2.41 | -0.50 | 2.96 | 1.07 | -0.31 | 1.19 | 2.45 | 1.04 | 0.22 | 1.00 |
| Standard Deviation(%) | NA | 34.56 | 22.54 | 18.52 | 16.69 | NA | NA | … | … | 15.77 | 34.75 | 11.02 | 14.16 | 6.61 | 13.14 | 14.78 | 10.26 | 10.50 | 11.73 | 21.06 | 16.34 |
| Draw Down(%) | NA | 31.77 | 37.72 | 37.72 | 37.72 | NA | NA | … | … | 4.66 | 37.72 | 5.86 | 17.08 | 2.74 | 8.67 | 13.17 | 7.02 | 6.16 | 8.91 | 16.80 | 11.38 |
| Yield(%) | 0.00 | 1.31 | 4.00 | 5.17 | 4.70 | 3.73 | 2.80 | … | … | 0.00 | 1.20 | 4.88 | 6.10 | 6.64 | 3.38 | 1.63 | 1.54 | 2.05 | 2.57 | 2.44 | 1.65 |
Data as of 03/01/2021, Common starting date is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEINX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-2) |
0.97%
Mar 2017 – Mar 2020 |
3.22%
Mar 2015 – Mar 2020 |
8.84%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEINX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-2) |
19.33%
Sep 2011 – Sep 2014 |
14.59%
May 2010 – May 2015 |
10.92%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart