Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGEIX (Prnpl Inv Fd Inc Prtnrs Glbl Eq Fd Insti) | 16.55% | 23.11% | 9.93% | -0.34% | 0.78% | -0.24% | NA | -0.72% |
Data as of 07/24/2025, AR inception is 04/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEIX (Prnpl Inv Fd Inc Prtnrs Glbl Eq Fd Insti) | 04/30/2007 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 23.11 | 9.93 | -0.34 | 0.78 | -0.24 | NA | -0.72 | 16.55 | 4.44 | 8.00 | -21.93 | -11.96 | 69.12 | 23.37 | -34.70 | -19.07 | 15.56 | 2.02 | -7.42 | 8.79 | 23.23 | -13.83 | -8.18 |
| Sharpe Ratio | NA | 0.78 | 0.44 | 0.26 | -0.05 | NA | NA | -0.06 | 1.37 | -0.14 | 0.25 | -1.02 | -0.77 | 0.15 | 0.83 | -1.31 | -0.97 | 1.12 | 0.10 | -0.23 | 0.35 | 0.68 | -0.24 | -0.70 |
| Standard Deviation(%) | NA | 19.23 | 17.31 | 27.06 | 27.29 | NA | NA | 29.53 | 20.41 | 15.75 | 15.40 | 22.98 | 15.54 | 97.85 | 27.93 | 26.60 | 19.73 | 13.91 | 19.11 | 31.96 | 24.54 | 33.86 | 61.47 | 20.93 |
| Draw Down(%) | NA | 16.69 | 20.24 | 49.24 | 49.24 | NA | NA | 64.59 | 16.69 | 9.19 | 15.01 | 36.79 | 23.91 | 2.50 | 20.35 | 40.96 | 35.99 | 7.75 | 21.15 | 30.42 | 21.73 | 24.17 | 50.47 | 15.44 |
| Yield(%) | 0.00 | 0.20 | 0.12 | 0.05 | 0.10 | 0.97 | 0.66 | 0.73 | 0.00 | 0.20 | 0.04 | 0.07 | 0.00 | 0.00 | 0.89 | 0.00 | 9.39 | 1.00 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 04/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEIX (Prnpl Inv Fd Inc Prtnrs Glbl Eq Fd Insti) |
-25.35%
Jun 2014 - Jun 2017 |
-15.79%
Oct 2017 - Oct 2022 |
-5.48%
Jun 2007 - Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEIX (Prnpl Inv Fd Inc Prtnrs Glbl Eq Fd Insti) |
29.05%
Nov 2008 - Nov 2011 |
18.50%
Nov 2008 - Nov 2013 |
4.46%
Feb 2012 - Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart