Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIFSX (INFLATION PROTECTION FUND R-4) | NA | 5.03% | -3.54% | 0.74% | 1.13% | 1.93% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIFSX (INFLATION PROTECTION FUND R-4) | 03/30/2005 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.03 | -3.54 | 0.74 | 1.13 | 1.93 | NA | … | … | 2.15 | 3.09 | -12.38 | 1.82 | 10.12 | 7.76 | -1.98 | 2.49 | 3.56 | -2.51 | 2.53 | -8.44 | 6.68 | 11.79 | 6.62 | 6.28 | -18.38 | 5.68 | -1.01 | 3.18 |
| Sharpe Ratio | NA | -0.24 | -1.04 | -0.25 | -0.08 | NA | NA | … | … | -1.00 | -0.18 | -1.57 | 0.35 | 1.31 | 1.64 | -1.06 | 0.57 | 0.76 | -0.46 | 0.61 | -1.51 | 1.49 | 1.81 | 1.15 | 0.69 | -1.66 | 0.41 | -0.95 | 0.38 |
| Standard Deviation(%) | NA | 4.89 | 7.10 | 6.72 | 5.58 | NA | NA | … | … | 4.56 | 6.65 | 8.81 | 5.15 | 7.54 | 3.88 | 3.12 | 3.30 | 4.38 | 5.47 | 4.10 | 5.63 | 4.48 | 6.49 | 5.70 | 8.95 | 11.58 | 6.66 | 4.52 | 4.95 |
| Draw Down(%) | NA | 3.07 | 16.97 | 17.57 | 17.57 | NA | NA | … | … | 3.07 | 6.61 | 14.27 | 4.45 | 9.87 | 2.34 | 3.36 | 1.79 | 4.67 | 6.06 | 3.67 | 10.31 | 2.20 | 2.89 | 5.16 | 8.12 | 25.88 | 5.28 | 3.86 | 3.29 |
| Yield(%) | 0.00 | 2.41 | 3.50 | 2.66 | 2.17 | 2.09 | 2.19 | … | … | 0.00 | 2.42 | 5.08 | 4.08 | 0.92 | 1.67 | 2.84 | 1.99 | 0.82 | 0.73 | 1.31 | 1.73 | 0.41 | 2.75 | 1.42 | 0.52 | 5.98 | 7.02 | 2.46 | 4.67 |
Data as of 11/25/2024, Common starting date is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFSX (INFLATION PROTECTION FUND R-4) |
-6.76%
Feb 2006 – Feb 2009 |
-1.28%
May 2005 – May 2010 |
-0.05%
Sep 2012 – Sep 2022 |
0.56%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFSX (INFLATION PROTECTION FUND R-4) |
10.81%
Feb 2009 – Feb 2012 |
5.87%
Feb 2009 – Feb 2014 |
3.23%
Feb 2009 – Feb 2019 |
2.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart