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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PIEMX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-1) NA 29.77% 6.33% 8.84% 8.74% NA NA 10.92%
Data as of 11/25/2024, AR inception is 03/09/2010
More Performance Analytics Comparison
Name Start Date End Date
PIEMX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-1) 03/09/2010 11/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.71 29.77 6.33 8.84 8.74 NA NA 10.92 21.38 8.61 -12.07 21.25 5.59 27.84 -5.96 19.97 14.19 -4.72 12.10 25.61 12.03 4.55 11.08
Sharpe Ratio NA 2.09 0.11 0.33 0.44 NA NA 0.59 1.58 0.34 -0.66 1.74 0.17 2.40 -0.52 2.95 1.06 -0.32 1.18 2.45 1.03 0.21 0.82
Standard Deviation(%) NA 10.78 15.37 19.29 16.22 NA NA 15.69 10.72 12.92 20.39 12.19 31.91 11.01 14.12 6.59 13.14 14.79 10.23 10.45 11.70 21.05 16.49
Draw Down(%) NA 5.18 22.03 37.73 37.73 NA NA 37.73 5.18 12.58 22.03 6.04 37.73 5.89 17.17 2.77 8.66 13.18 7.03 6.18 8.94 16.85 11.74
Yield(%) 0.00 1.49 2.87 3.02 3.89 5.11 3.83 5.47 0.70 0.76 3.30 5.36 1.12 4.76 6.03 6.56 3.28 1.46 1.44 1.92 2.41 2.35 1.26
Data as of 11/25/2024, AR inception is 03/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIEMX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-1) 0.80%
Mar 2017 - Mar 2020
3.07%
Mar 2015 - Mar 2020
7.01%
Oct 2013 - Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIEMX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-1) 19.18%
Sep 2011 - Sep 2014
14.38%
Jun 2010 - Jun 2015
12.47%
Sep 2011 - Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart