Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS P) | NA | 14.56% | 7.15% | 13.31% | NA | NA | NA | … | … |
Data as of 06/23/2017, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS P) | 09/28/2010 | 06/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 14.56 | 7.15 | 13.31 | NA | NA | NA | … | … | 8.00 | 14.86 | -3.98 | 12.99 | 26.59 | 12.77 | 5.33 | 6.10 |
| Sharpe Ratio | NA | 1.48 | 0.55 | 1.09 | NA | NA | NA | … | … | 2.45 | 1.11 | -0.27 | 1.27 | 2.54 | 1.09 | 0.25 | 2.52 |
| Standard Deviation(%) | NA | 9.62 | 12.68 | 11.85 | NA | NA | NA | … | … | 6.97 | 13.12 | 14.78 | 10.22 | 10.47 | 11.77 | 21.05 | 10.03 |
| Draw Down(%) | NA | 5.49 | 15.00 | 15.00 | NA | NA | NA | … | … | 2.65 | 8.63 | 12.98 | 6.96 | 6.06 | 8.86 | 16.70 | 4.10 |
| Yield(%) | 0.42 | 4.07 | 2.84 | 3.71 | 2.51 | 1.68 | 1.26 | … | … | 0.99 | 3.91 | 2.26 | 2.25 | 2.76 | 3.15 | 2.99 | 0.85 |
Data as of 06/23/2017, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS P) |
7.03%
Oct 2013 – Oct 2016 |
8.56%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQPX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS P) |
20.04%
Sep 2011 – Sep 2014 |
13.73%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart