Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEUCX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS C) | 8.76% | 20.69% | 15.50% | 6.25% | 9.68% | 9.67% | 7.40% | … | … |
Data as of 06/11/2026, Common starting date is 03/13/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEUCX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS C) | 03/13/2002 | 06/11/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 20.69 | 15.50 | 6.25 | 9.68 | 9.67 | 7.40 | … | … | 8.76 | 14.38 | 14.16 | 9.89 | -14.81 | 16.16 | 5.37 | 27.48 | -6.13 | 19.69 | 14.30 | -4.99 | 11.86 | 25.34 | 11.62 | 4.25 | 15.19 | 19.11 | -34.85 | 4.05 | 10.66 | 5.26 | 17.79 | 28.17 | -16.17 |
| Sharpe Ratio | NA | 1.78 | 0.98 | 0.24 | 0.48 | NA | NA | … | … | 1.50 | 0.73 | 0.96 | 0.49 | -0.79 | 1.24 | 0.16 | 2.35 | -0.53 | 2.89 | 1.07 | -0.34 | 1.16 | 2.42 | 1.00 | 0.20 | 0.94 | 0.68 | -0.89 | 0.06 | 0.65 | 0.30 | 1.76 | 2.12 | -1.02 |
| Standard Deviation(%) | NA | 10.72 | 12.98 | 14.93 | 16.27 | NA | NA | … | … | 11.70 | 15.92 | 10.95 | 12.81 | 20.59 | 13.01 | 31.91 | 11.07 | 14.15 | 6.61 | 13.16 | 14.80 | 10.20 | 10.47 | 11.69 | 21.04 | 16.00 | 27.82 | 39.98 | 16.03 | 11.11 | 9.95 | 9.55 | 12.96 | 20.44 |
| Draw Down(%) | NA | 7.15 | 16.78 | 23.23 | 37.77 | NA | NA | … | … | 7.15 | 15.58 | 7.61 | 12.03 | 21.68 | 6.55 | 37.77 | 5.90 | 17.25 | 2.81 | 8.67 | 13.29 | 7.06 | 6.15 | 8.98 | 16.89 | 11.28 | 29.01 | 47.15 | 10.16 | 7.82 | 5.70 | 6.70 | 12.10 | 27.48 |
| Yield(%) | 0.00 | 9.67 | 8.24 | 4.52 | 5.76 | 6.26 | 4.96 | … | … | 0.17 | 9.99 | 11.02 | 2.07 | 0.62 | 0.49 | 0.92 | 4.60 | 5.95 | 6.43 | 3.49 | 1.31 | 1.23 | 1.72 | 2.14 | 2.03 | 1.93 | 2.36 | 1.53 | 10.25 | 0.82 | 1.45 | 1.05 | 1.65 | 1.93 |
Data as of 06/11/2026, Common starting date is 03/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEUCX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS C) |
-16.58%
Feb 2006 – Feb 2009 |
-6.64%
Feb 2004 – Feb 2009 |
4.02%
Jan 2006 – Jan 2016 |
4.89%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEUCX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS C) |
23.62%
Feb 2009 – Feb 2012 |
20.40%
Feb 2009 – Feb 2014 |
14.07%
Feb 2009 – Feb 2019 |
11.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart