Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIOX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-3) | 8.20% | 21.69% | 16.58% | 6.74% | 10.10% | 10.11% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIOX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-3) | 03/04/2010 | 06/03/2026 |
| 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 (%) | -0.36 | 21.69 | 16.58 | 6.74 | 10.10 | 10.11 | NA | … | … | 8.20 | 15.01 | 14.75 | 10.53 | -14.26 | 16.92 | 5.93 | 28.22 | -5.65 | 20.37 | 14.41 | -4.41 | 12.46 | 26.06 | 12.34 | 4.86 | 13.68 |
| Sharpe Ratio | NA | 1.87 | 1.06 | 0.28 | 0.52 | NA | NA | … | … | 1.55 | 0.77 | 1.02 | 0.54 | -0.76 | 1.30 | 0.18 | 2.43 | -0.50 | 3.00 | 1.08 | -0.30 | 1.22 | 2.47 | 1.06 | 0.23 | 1.01 |
| Standard Deviation(%) | NA | 10.62 | 13.02 | 14.91 | 16.26 | NA | NA | … | … | 11.65 | 15.92 | 10.96 | 12.82 | 20.59 | 12.95 | 31.92 | 11.03 | 14.15 | 6.61 | 13.14 | 14.79 | 10.23 | 10.53 | 11.71 | 21.07 | 16.38 |
| Draw Down(%) | NA | 7.11 | 16.62 | 22.79 | 37.71 | NA | NA | … | … | 7.11 | 15.51 | 7.58 | 11.91 | 21.37 | 6.41 | 37.71 | 5.85 | 17.10 | 2.73 | 8.70 | 13.10 | 7.02 | 6.17 | 8.88 | 16.79 | 11.38 |
| Yield(%) | 0.00 | 9.99 | 8.77 | 4.92 | 6.25 | 6.92 | 6.18 | … | … | 0.29 | 10.23 | 11.28 | 2.58 | 1.08 | 1.10 | 1.38 | 5.11 | 6.31 | 6.86 | 3.53 | 1.81 | 1.75 | 2.27 | 2.77 | 2.59 | 2.04 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PEIOX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-3) |
0.87%
Apr 2021 – Apr 2024 |
3.37%
Mar 2015 – Mar 2020 |
6.73%
Oct 2013 – Oct 2023 |
9.31%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIOX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-3) |
19.55%
Sep 2011 – Sep 2014 |
14.79%
May 2010 – May 2015 |
12.81%
Sep 2011 – Sep 2021 |
10.59%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart