Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINUX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-4 CLASS) | NA | 1.46% | 1.13% | 3.15% | 2.50% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINUX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-4 CLASS) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 1.46 | 1.13 | 3.15 | 2.50 | NA | NA | … | … | 1.42 | 16.13 | -12.20 | 5.35 | 3.70 | 20.37 | -18.16 | 25.04 | 1.25 | -5.16 | -5.46 | 20.90 | 6.91 |
| Sharpe Ratio | NA | -0.42 | -0.24 | 0.03 | 0.05 | NA | NA | … | … | -0.43 | 0.84 | -0.63 | 0.35 | 0.10 | 1.61 | -1.43 | 3.08 | 0.05 | -0.33 | -0.46 | 1.60 | 0.48 |
| Standard Deviation(%) | NA | 13.14 | 17.05 | 20.67 | 17.74 | NA | NA | … | … | 12.56 | 14.19 | 21.53 | 15.04 | 33.11 | 11.80 | 13.68 | 7.96 | 19.17 | 15.53 | 11.92 | 13.04 | 17.43 |
| Draw Down(%) | NA | 9.08 | 26.17 | 40.32 | 44.65 | NA | NA | … | … | 9.08 | 11.98 | 26.17 | 12.86 | 40.32 | 10.16 | 25.81 | 2.36 | 13.28 | 17.67 | 13.08 | 8.78 | 16.57 |
| Yield(%) | 0.00 | 0.90 | 1.03 | 1.54 | 2.74 | 2.79 | 2.09 | … | … | 0.00 | 1.03 | 0.00 | 2.30 | 1.57 | 3.23 | 7.11 | 3.32 | 1.70 | 3.32 | 6.70 | 7.18 | 1.91 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PINUX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-4 CLASS) |
-7.90%
Mar 2017 – Mar 2020 |
-4.67%
Mar 2015 – Mar 2020 |
1.77%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINUX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) R-4 CLASS) |
15.93%
Mar 2020 – Mar 2023 |
8.93%
May 2012 – May 2017 |
6.02%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart