Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFFIX (Performance Interm-Term Inc Instl) | NA | 4.80% | 5.16% | 6.18% | 4.75% | 5.47% | NA | … | … |
Data as of 09/24/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFFIX (Performance Interm-Term Inc Instl) | 06/21/1996 | 09/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 4.80 | 5.16 | 6.18 | 4.75 | 5.47 | NA | … | … | 3.27 | 6.72 | 5.17 | 3.18 | 8.87 | 6.88 | 3.77 | 1.70 | 3.24 | 2.87 | 9.95 | 8.12 | 11.66 | -3.86 | 8.61 | 8.81 | 5.79 |
| Sharpe Ratio | NA | 1.21 | 1.30 | 1.17 | 0.82 | NA | NA | … | … | 1.49 | 1.51 | 1.28 | 0.56 | 1.18 | 0.95 | 0.16 | -0.15 | 0.57 | 0.50 | 2.17 | 1.16 | 1.70 | -1.39 | 1.13 | -10.50 | 1.44 |
| Standard Deviation(%) | NA | 3.48 | 3.93 | 4.98 | 4.37 | NA | NA | … | … | 2.99 | 4.44 | 3.96 | 5.51 | 6.70 | 4.08 | 2.99 | 3.04 | 4.02 | 4.39 | 4.08 | 5.08 | 4.47 | 5.12 | 4.68 | 4.40 | 5.40 |
| Draw Down(%) | NA | 1.78 | 3.87 | 4.22 | 4.64 | NA | NA | … | … | 1.44 | 1.95 | 3.53 | 2.41 | 4.22 | 2.49 | 1.28 | 2.11 | 4.15 | 4.64 | 2.32 | 3.65 | 3.39 | 5.52 | 3.53 | 2.34 | 1.92 |
| Yield(%) | 0.00 | 3.54 | 3.58 | 4.06 | 4.12 | 4.75 | 4.08 | … | … | 2.18 | 3.50 | 3.52 | 4.22 | 4.30 | 4.48 | 4.61 | 4.60 | 4.13 | 4.79 | 5.53 | 5.71 | 6.08 | 4.98 | 5.52 | 5.62 | 3.45 |
Data as of 09/24/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFFIX (Performance Interm-Term Inc Instl) |
1.25%
May 2003 – May 2006 |
3.23%
May 2003 – May 2008 |
4.48%
Oct 1998 – Oct 2008 |
5.48%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFFIX (Performance Interm-Term Inc Instl) |
10.58%
May 2000 – May 2003 |
7.24%
Jan 2000 – Jan 2005 |
6.17%
Jan 2000 – Jan 2010 |
5.83%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart