Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINZX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) INSTITUTIONAL CLASS) | 14.69% | 34.42% | 20.64% | 10.40% | 9.63% | 6.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINZX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) INSTITUTIONAL CLASS) | 10/02/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 34.42 | 20.64 | 10.40 | 9.63 | 6.92 | NA | … | … | 14.69 | 40.19 | 1.23 | 22.48 | -9.93 | 5.73 | 4.09 | 20.84 | -17.86 | 25.59 | 1.61 | -4.80 | -5.17 | 21.38 | 20.05 | -11.45 | 7.91 | 26.88 | -11.90 |
| Sharpe Ratio | NA | 2.02 | 1.14 | 0.48 | 0.45 | NA | NA | … | … | 1.78 | 2.27 | -0.19 | 1.41 | -0.53 | 0.38 | 0.12 | 1.62 | -1.42 | 3.12 | 0.07 | -0.31 | -0.44 | 1.64 | 1.19 | -0.41 | 0.35 | 0.87 | -0.56 |
| Standard Deviation(%) | NA | 15.95 | 15.21 | 16.59 | 17.84 | NA | NA | … | … | 20.25 | 16.52 | 12.46 | 13.48 | 21.46 | 14.97 | 33.09 | 11.93 | 13.64 | 8.02 | 19.20 | 15.56 | 11.85 | 12.99 | 16.97 | 28.09 | 22.30 | 30.92 | 71.88 |
| Draw Down(%) | NA | 13.53 | 15.87 | 28.57 | 44.25 | NA | NA | … | … | 13.53 | 15.87 | 10.35 | 11.91 | 25.96 | 12.63 | 40.30 | 10.02 | 25.56 | 2.44 | 13.15 | 17.52 | 12.94 | 8.85 | 16.55 | 27.71 | 19.96 | 30.71 | 30.60 |
| Yield(%) | 0.00 | 10.36 | 10.80 | 6.61 | 6.18 | 5.06 | 5.00 | … | … | 0.00 | 12.45 | 15.07 | 7.21 | 2.22 | 2.69 | 1.87 | 3.62 | 7.43 | 3.81 | 2.06 | 3.67 | 7.06 | 7.37 | 2.49 | 5.97 | 8.35 | 4.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINZX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) INSTITUTIONAL CLASS) |
-7.54%
Mar 2017 – Mar 2020 |
-4.31%
Mar 2015 – Mar 2020 |
0.75%
Mar 2010 – Mar 2020 |
4.58%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINZX (OVERSEAS FUND (F/K/A INTERNATIONAL VALUE FUND I) INSTITUTIONAL CLASS) |
22.90%
Sep 2022 – Sep 2025 |
18.18%
Feb 2009 – Feb 2014 |
10.28%
Feb 2016 – Feb 2026 |
7.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart