Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIOJX (INCOME FUND CLASS J) | -0.23% | 4.12% | 3.85% | -0.04% | 1.84% | 2.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOJX (INCOME FUND CLASS J) | 10/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.12 | 3.85 | -0.04 | 1.84 | 2.44 | NA | … | … | -0.23 | 7.02 | 1.41 | 5.57 | -12.87 | -2.00 | 8.09 | 8.72 | -0.11 | 4.31 | 4.88 | -1.30 | 4.95 | -0.27 | 9.17 | 5.28 | 7.42 | 0.47 |
| Sharpe Ratio | NA | 0.64 | 0.19 | -0.42 | 0.06 | NA | NA | … | … | -0.59 | 0.93 | -0.41 | 0.27 | -1.97 | -0.60 | 1.40 | 2.18 | -0.56 | 1.44 | 1.57 | -0.39 | 2.02 | -0.09 | 3.20 | 1.30 | 1.65 | 0.51 |
| Standard Deviation(%) | NA | 3.93 | 5.37 | 5.83 | 4.85 | NA | NA | … | … | 4.22 | 4.47 | 5.43 | 7.25 | 7.30 | 3.35 | 5.57 | 3.33 | 2.69 | 2.54 | 2.98 | 3.45 | 2.45 | 3.53 | 2.87 | 4.03 | 4.45 | 3.68 |
| Draw Down(%) | NA | 3.05 | 6.30 | 18.09 | 18.34 | NA | NA | … | … | 3.05 | 2.55 | 4.16 | 7.55 | 16.67 | 3.97 | 9.38 | 2.12 | 2.06 | 1.36 | 3.30 | 4.00 | 1.22 | 5.32 | 1.34 | 3.59 | 3.30 | 1.07 |
| Yield(%) | 0.00 | 3.28 | 3.33 | 2.59 | 2.76 | 3.07 | 2.77 | … | … | 1.15 | 3.59 | 3.36 | 3.05 | 2.25 | 1.98 | 2.38 | 3.01 | 3.21 | 3.10 | 3.04 | 3.17 | 3.46 | 3.55 | 4.29 | 4.77 | 5.04 | 0.58 |
Data as of 06/04/2026, Common starting date is 10/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOJX (INCOME FUND CLASS J) |
-5.55%
Oct 2020 – Oct 2023 |
-0.97%
Jul 2020 – Jul 2025 |
0.95%
Oct 2013 – Oct 2023 |
2.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOJX (INCOME FUND CLASS J) |
7.28%
Dec 2009 – Dec 2012 |
5.28%
Nov 2009 – Nov 2014 |
4.40%
Jul 2010 – Jul 2020 |
2.82%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart