Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEPSX (INTERNATIONAL EMERGING MARKETS FUND R-5) | 11.33% | 8.44% | 8.44% | 6.91% | 2.64% | 3.19% | 5.24% | 6.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEPSX (INTERNATIONAL EMERGING MARKETS FUND R-5) | 12/21/2000 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/21/2000.
AR inception is since 12/21/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | 8.44 | 8.44 | 6.91 | 2.64 | 3.19 | 5.24 | 6.66 | 11.33 | 5.81 | 12.66 | -22.74 | -5.25 | 19.50 | 17.38 | -21.07 | 40.89 | 8.59 | -13.88 | -3.75 | -5.06 | 20.54 | -17.86 | 18.41 | 68.10 | -54.57 | 42.27 | 36.93 | 23.46 | 16.88 | 56.56 | -7.08 | -3.67 | 2.91 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.26 | 0.05 | NA | NA | 0.25 | 1.30 | -0.05 | 0.63 | -1.17 | -0.29 | 0.69 | 1.19 | -1.26 | 3.68 | 0.49 | -0.82 | -0.31 | -0.37 | 1.26 | -0.69 | 0.80 | 2.13 | -1.14 | 1.61 | 1.83 | 1.39 | 0.90 | 4.28 | -0.56 | -0.32 | NA |
| Standard Deviation(%) | NA | 18.77 | 16.54 | 17.72 | 18.07 | NA | NA | 21.05 | 23.35 | 14.25 | 13.51 | 20.77 | 18.30 | 27.77 | 13.37 | 17.85 | 10.99 | 17.19 | 17.05 | 12.29 | 13.89 | 16.40 | 26.07 | 22.89 | 31.93 | 48.39 | 24.48 | 18.49 | 15.32 | 17.71 | 13.07 | 14.71 | 19.30 | NA |
| Draw Down(%) | NA | 16.58 | 19.73 | 43.01 | 43.29 | NA | NA | 66.98 | 15.46 | 10.10 | 10.77 | 33.16 | 19.72 | 34.23 | 10.90 | 30.73 | 5.46 | 11.33 | 25.40 | 16.00 | 18.69 | 15.93 | 28.83 | 18.33 | 21.67 | 64.38 | 18.30 | 25.14 | 10.48 | 21.62 | 12.05 | 28.96 | 33.42 | NA |
| Yield(%) | 0.00 | 0.00 | 1.03 | 1.07 | 1.30 | 1.38 | 3.84 | 5.42 | 0.00 | 0.00 | 1.99 | 0.95 | 1.14 | 0.29 | 3.37 | 2.32 | 1.36 | 1.26 | 0.53 | 1.42 | 0.55 | 1.51 | 0.94 | 0.41 | 1.05 | 0.48 | 22.83 | 9.30 | 0.73 | 0.00 | 1.37 | 0.00 | 0.73 | 0.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEPSX (INTERNATIONAL EMERGING MARKETS FUND R-5) |
-12.02%
Feb 2006 - Feb 2009 |
-5.64%
Feb 2011 - Feb 2016 |
-0.68%
Oct 2012 - Oct 2022 |
-2.19%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEPSX (INTERNATIONAL EMERGING MARKETS FUND R-5) |
41.36%
Oct 2004 - Oct 2007 |
37.62%
Oct 2002 - Oct 2007 |
15.38%
Mar 2003 - Mar 2013 |
11.64%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart