Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIFPX (INFLATION PROTECTION FUND R-3) | 3.93% | 3.46% | 1.29% | -0.05% | 1.43% | 1.77% | 1.05% | 1.16% |
Data as of 07/11/2025, AR inception is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIFPX (INFLATION PROTECTION FUND R-3) | 03/30/2005 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.46 | 1.29 | -0.05 | 1.43 | 1.77 | 1.05 | 1.16 | 3.93 | -1.79 | 2.80 | -12.58 | 1.52 | 10.02 | 7.55 | -2.17 | 2.34 | 3.30 | -2.69 | 2.39 | -8.69 | 6.55 | 11.55 | 6.47 | 5.95 | -18.51 | 5.52 | -0.71 | 3.02 |
| Sharpe Ratio | NA | 0.06 | -0.33 | -0.34 | 0.00 | NA | NA | 0.00 | 0.93 | -1.51 | -0.22 | -1.59 | 0.29 | 1.30 | 1.56 | -1.10 | 0.52 | 0.70 | -0.50 | 0.59 | -1.51 | 1.43 | 1.78 | 1.11 | 0.64 | -1.69 | 0.39 | -0.89 | 0.34 |
| Standard Deviation(%) | NA | 4.62 | 6.24 | 6.13 | 5.53 | NA | NA | 6.16 | 4.97 | 5.53 | 6.77 | 8.83 | 5.18 | 7.53 | 3.93 | 3.16 | 3.30 | 4.40 | 5.47 | 4.05 | 5.77 | 4.57 | 6.47 | 5.77 | 9.16 | 11.43 | 6.60 | 4.49 | 4.90 |
| Draw Down(%) | NA | 4.14 | 10.21 | 17.96 | 17.96 | NA | NA | 26.17 | 2.96 | 6.70 | 6.72 | 14.45 | 4.53 | 9.82 | 2.26 | 3.40 | 1.81 | 4.71 | 6.11 | 3.70 | 10.46 | 2.21 | 2.90 | 5.19 | 8.13 | 25.98 | 5.29 | 3.87 | 3.42 |
| Yield(%) | 0.00 | 2.93 | 3.72 | 2.95 | 2.35 | 2.11 | 2.14 | 2.25 | 0.00 | 2.98 | 3.21 | 5.10 | 3.61 | 0.82 | 1.51 | 2.83 | 1.97 | 0.79 | 0.70 | 1.28 | 1.74 | 0.26 | 2.63 | 1.25 | 0.46 | 5.83 | 6.87 | 2.76 | 4.51 |
Data as of 07/11/2025, AR inception is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFPX (INFLATION PROTECTION FUND R-3) |
-6.81%
Feb 2006 - Feb 2009 |
-1.37%
May 2005 - May 2010 |
-0.24%
Sep 2012 - Sep 2022 |
0.36%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFPX (INFLATION PROTECTION FUND R-3) |
10.62%
Feb 2009 - Feb 2012 |
5.71%
Feb 2009 - Feb 2014 |
3.04%
Feb 2009 - Feb 2019 |
2.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart