Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINQX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-1 CLASS) | NA | 13.06% | 17.61% | 4.42% | 4.30% | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINQX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-1 CLASS) | 03/02/2012 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.06 | 17.61 | 4.42 | 4.30 | NA | NA | … | … | 8.46 | -0.84 | 2.95 | 3.14 | 19.96 | -18.62 | 24.37 | 0.82 | -5.76 | -5.92 | 20.32 | 6.43 |
| Sharpe Ratio | NA | 0.54 | 0.97 | 0.16 | 0.20 | NA | NA | … | … | 3.18 | -0.10 | 0.19 | 0.08 | 1.55 | -1.46 | 2.97 | 0.03 | -0.37 | -0.50 | 1.56 | 0.45 |
| Standard Deviation(%) | NA | 18.23 | 18.53 | 20.78 | 17.73 | NA | NA | … | … | 5.61 | 21.98 | 15.19 | 34.85 | 11.95 | 13.70 | 8.03 | 19.25 | 15.48 | 11.90 | 12.99 | 17.33 |
| Draw Down(%) | NA | 21.63 | 26.44 | 40.61 | 45.28 | NA | NA | … | … | 0.42 | 26.44 | 13.17 | 40.40 | 10.29 | 26.18 | 2.37 | 13.19 | 17.80 | 13.19 | 8.89 | 16.67 |
| Yield(%) | 0.00 | 6.30 | 6.44 | 4.42 | 4.11 | 3.18 | 2.38 | … | … | 0.00 | 6.08 | 7.15 | 1.12 | 2.66 | 6.72 | 2.48 | 1.47 | 2.81 | 6.23 | 6.51 | 1.54 |
Data as of 05/25/2023, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINQX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-1 CLASS) |
-8.38%
Mar 2017 – Mar 2020 |
-5.17%
Mar 2015 – Mar 2020 |
2.17%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINQX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-1 CLASS) |
22.26%
Mar 2020 – Mar 2023 |
8.36%
May 2012 – May 2017 |
6.03%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart