Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGDTX (DIVERSIFIED REAL ASSET FUND R-5) | NA | 8.28% | 16.16% | 7.34% | NA | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGDTX (DIVERSIFIED REAL ASSET FUND R-5) | 03/30/2016 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.28 | 16.16 | 7.34 | NA | NA | NA | … | … | 3.46 | 0.06 | 9.89 | 3.44 | 11.58 | -7.98 | 9.97 | 5.42 |
| Sharpe Ratio | NA | 0.34 | 1.29 | 0.47 | NA | NA | NA | … | … | 0.96 | -0.08 | 0.96 | 0.16 | 1.46 | -1.19 | 1.99 | 0.92 |
| Standard Deviation(%) | NA | 15.10 | 12.12 | 13.12 | NA | NA | NA | … | … | 4.27 | 16.48 | 10.23 | 20.46 | 6.98 | 7.85 | 4.71 | 7.56 |
| Draw Down(%) | NA | 16.07 | 17.37 | 28.51 | NA | NA | NA | … | … | 1.00 | 17.37 | 5.06 | 28.51 | 4.21 | 12.55 | 2.32 | 4.62 |
| Yield(%) | 0.00 | 9.89 | 7.47 | 4.90 | 3.22 | 2.15 | 1.61 | … | … | 0.00 | 10.54 | 7.02 | 0.23 | 2.46 | 3.07 | 2.18 | 2.55 |
Data as of 05/25/2023, Common starting date is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGDTX (DIVERSIFIED REAL ASSET FUND R-5) |
-3.30%
Mar 2017 – Mar 2020 |
3.35%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGDTX (DIVERSIFIED REAL ASSET FUND R-5) |
19.18%
Mar 2020 – Mar 2023 |
7.94%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart