Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIOMX (INCOME FUND R-1) | NA | 6.28% | -2.65% | -0.67% | 0.93% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOMX (INCOME FUND R-1) | 03/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 6.28 | -2.65 | -0.67 | 0.93 | NA | NA | … | … | 1.66 | 4.90 | -13.43 | -2.60 | 7.35 | 8.05 | -0.73 | 3.62 | 4.33 | -1.72 | 4.33 | -0.71 | 8.78 | 5.07 | 5.25 |
| Sharpe Ratio | NA | 0.57 | -0.79 | -0.41 | -0.07 | NA | NA | … | … | -0.33 | 0.17 | -2.06 | -0.79 | 1.29 | 1.97 | -0.81 | 1.19 | 1.43 | -0.52 | 1.76 | -0.21 | 3.09 | 1.26 | 1.42 |
| Standard Deviation(%) | NA | 5.70 | 6.68 | 5.92 | 4.68 | NA | NA | … | … | 5.51 | 7.27 | 7.23 | 3.31 | 5.50 | 3.34 | 2.60 | 2.50 | 2.88 | 3.35 | 2.45 | 3.52 | 2.85 | 4.00 | 4.38 |
| Draw Down(%) | NA | 3.98 | 17.63 | 19.29 | 19.29 | NA | NA | … | … | 3.98 | 7.82 | 17.07 | 4.06 | 9.38 | 2.12 | 2.21 | 1.36 | 3.39 | 4.35 | 1.32 | 5.31 | 1.24 | 3.52 | 3.33 |
| Yield(%) | 0.00 | 2.73 | 1.95 | 1.83 | 2.14 | 2.69 | 2.02 | … | … | 2.21 | 2.42 | 1.66 | 1.37 | 1.68 | 2.37 | 2.60 | 2.43 | 2.49 | 2.65 | 2.95 | 3.12 | 3.93 | 4.46 | 3.29 |
Data as of 11/25/2024, Common starting date is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOMX (INCOME FUND R-1) |
-6.15%
Oct 2020 – Oct 2023 |
-1.10%
Oct 2017 – Oct 2022 |
0.35%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOMX (INCOME FUND R-1) |
6.58%
Apr 2010 – Apr 2013 |
4.65%
May 2010 – May 2015 |
3.89%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart