Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIONX (INCOME FUND R-2) | NA | 1.36% | 4.55% | 3.97% | 3.51% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIONX (INCOME FUND R-2) | 03/04/2010 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 1.36 | 4.55 | 3.97 | 3.51 | NA | NA | … | … | -2.50 | 7.35 | 8.20 | -0.60 | 3.76 | 4.56 | -1.69 | 4.45 | -0.58 | 8.91 | 5.30 | 5.35 |
| Sharpe Ratio | NA | 0.24 | 0.88 | 0.89 | 0.91 | NA | NA | … | … | -4.74 | 1.25 | 2.08 | -0.74 | 1.25 | 1.53 | -0.51 | 1.76 | -0.18 | 3.12 | 1.30 | 1.45 |
| Standard Deviation(%) | NA | 5.68 | 4.11 | 3.60 | 3.44 | NA | NA | … | … | 3.19 | 5.69 | 3.27 | 2.62 | 2.51 | 2.83 | 3.39 | 2.52 | 3.47 | 2.86 | 4.06 | 4.38 |
| Draw Down(%) | NA | 9.37 | 9.37 | 9.37 | 9.37 | NA | NA | … | … | 2.88 | 9.37 | 2.12 | 2.18 | 1.36 | 3.36 | 4.26 | 1.32 | 5.27 | 1.34 | 3.61 | 3.21 |
| Yield(%) | 0.00 | 1.57 | 2.29 | 2.43 | 2.94 | 2.29 | 1.72 | … | … | 0.12 | 1.82 | 2.52 | 2.73 | 2.56 | 2.61 | 2.78 | 3.07 | 3.23 | 4.05 | 4.57 | 3.39 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PIONX (INCOME FUND R-2) |
0.69%
Dec 2012 – Dec 2015 |
1.37%
Apr 2013 – Apr 2018 |
3.50%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIONX (INCOME FUND R-2) |
6.71%
Apr 2010 – Apr 2013 |
4.78%
May 2010 – May 2015 |
4.03%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart