Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIECX (INCOME AND EQUITY FUND INCOME AND EQUITY FUND CLASS C) | NA | -25.16% | -8.55% | -3.05% | 0.29% | 0.64% | 0.46% | … | … |
Data as of 02/22/2021, Common starting date is 05/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIECX (INCOME AND EQUITY FUND INCOME AND EQUITY FUND CLASS C) | 05/12/1998 | 02/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.16 | -8.55 | -3.05 | 0.29 | 0.64 | 0.46 | … | … | 0.00 | -27.20 | 10.35 | -5.26 | 4.38 | 6.27 | -3.21 | 5.50 | 12.54 | 5.74 | 1.53 | 5.96 | 14.57 | -18.10 | 1.52 | 6.51 | -0.67 | 2.75 | 3.23 | -4.29 | -1.45 | 0.88 | -4.15 | 2.22 |
| Sharpe Ratio | NA | -1.76 | -0.91 | -0.44 | -0.01 | NA | NA | … | … | 0.00 | -1.78 | 1.30 | -0.94 | 1.16 | 1.09 | -0.50 | 1.21 | 2.50 | 1.30 | 0.17 | 1.07 | 1.86 | -1.49 | -0.33 | 0.78 | -0.85 | 0.57 | 0.78 | -1.31 | -0.67 | -0.62 | -1.30 | 0.05 |
| Standard Deviation(%) | NA | 15.20 | 10.41 | 8.57 | 7.50 | NA | NA | … | … | NA | 15.34 | 6.88 | 7.00 | 3.24 | 5.54 | 6.47 | 4.52 | 5.00 | 4.42 | 8.85 | 5.47 | 7.77 | 12.75 | 4.57 | 4.16 | 3.34 | 3.16 | 3.24 | 4.10 | 5.74 | 5.05 | 5.67 | 5.20 |
| Draw Down(%) | NA | 26.73 | 27.40 | 27.40 | 27.40 | NA | NA | … | … | 0.00 | 27.40 | 4.58 | 10.90 | 2.00 | 4.30 | 6.65 | 2.90 | 3.96 | 3.57 | 7.51 | 5.38 | 13.64 | 23.41 | 3.26 | 2.83 | 3.37 | 4.08 | 3.52 | 6.56 | 6.74 | 5.37 | 6.50 | 3.09 |
| Yield(%) | 0.00 | 0.00 | 4.89 | 3.28 | 2.32 | 2.19 | 1.76 | … | … | 0.00 | 0.00 | 8.42 | 7.20 | 0.00 | 0.00 | 0.50 | 1.14 | 0.42 | 0.53 | 1.30 | 1.80 | 2.70 | 2.34 | 3.27 | 1.14 | 1.53 | 1.53 | 0.00 | 0.00 | 0.92 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2021, Common starting date is 05/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIECX (INCOME AND EQUITY FUND INCOME AND EQUITY FUND CLASS C) |
-9.31%
Jan 2018 – Jan 2021 |
-3.91%
May 2015 – May 2020 |
-2.27%
Feb 1999 – Feb 2009 |
0.66%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIECX (INCOME AND EQUITY FUND INCOME AND EQUITY FUND CLASS C) |
11.09%
Feb 2009 – Feb 2012 |
9.68%
Feb 2009 – Feb 2014 |
5.90%
Feb 2009 – Feb 2019 |
3.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart