Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-4) | NA | 30.81% | 4.48% | 7.92% | 8.54% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-4) | 03/09/2010 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 30.81 | 4.48 | 7.92 | 8.54 | NA | NA | … | … | 21.90 | 10.73 | -15.31 | 17.17 | 6.11 | 28.49 | -5.46 | 20.54 | 14.59 | -4.21 | 12.65 | 26.29 | 12.53 | 5.06 | 12.18 |
| Sharpe Ratio | NA | 2.46 | 0.06 | 0.32 | 0.45 | NA | NA | … | … | 1.94 | 0.56 | -0.81 | 1.33 | 0.18 | 2.45 | -0.49 | 3.03 | 1.09 | -0.29 | 1.23 | 2.51 | 1.07 | 0.24 | 0.91 |
| Standard Deviation(%) | NA | 10.79 | 15.66 | 19.43 | 16.30 | NA | NA | … | … | 10.74 | 12.81 | 20.63 | 12.94 | 31.93 | 11.04 | 14.15 | 6.59 | 13.13 | 14.77 | 10.25 | 10.48 | 11.71 | 21.02 | 16.46 |
| Draw Down(%) | NA | 5.16 | 23.01 | 37.69 | 37.69 | NA | NA | … | … | 5.16 | 11.88 | 22.06 | 6.39 | 37.69 | 5.84 | 17.07 | 2.70 | 8.68 | 13.03 | 6.97 | 6.11 | 8.86 | 16.72 | 11.32 |
| Yield(%) | 0.00 | 2.51 | 1.23 | 2.02 | 3.51 | 4.90 | 3.67 | … | … | 1.22 | 2.77 | 0.00 | 1.29 | 1.56 | 5.33 | 6.49 | 7.04 | 3.67 | 2.00 | 1.95 | 2.47 | 2.97 | 2.79 | 2.05 |
Data as of 11/25/2024, Common starting date is 03/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-4) |
0.59%
Apr 2021 – Apr 2024 |
3.56%
Mar 2015 – Mar 2020 |
6.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-4) |
19.76%
Sep 2011 – Sep 2014 |
15.01%
May 2010 – May 2015 |
13.02%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart