Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIOOX (INCOME FUND R-3) | 2.56% | 3.53% | 1.41% | -1.40% | 1.39% | 2.35% | NA | 2.55% |
Data as of 07/25/2025, AR inception is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOOX (INCOME FUND R-3) | 03/04/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 3.53 | 1.41 | -1.40 | 1.39 | 2.35 | NA | 2.55 | 2.56 | 0.51 | 5.36 | -13.23 | -2.27 | 7.67 | 8.54 | -0.54 | 4.06 | 4.62 | -1.50 | 4.76 | -0.38 | 9.12 | 5.41 | 5.62 |
| Sharpe Ratio | NA | 0.07 | -0.30 | -0.61 | -0.01 | NA | NA | 0.35 | 0.31 | -1.13 | 0.15 | -2.03 | -0.69 | 1.34 | 2.12 | -0.69 | 1.39 | 1.44 | -0.45 | 1.95 | -0.12 | 3.25 | 1.32 | 1.49 |
| Standard Deviation(%) | NA | 5.08 | 6.46 | 5.73 | 4.80 | NA | NA | 4.39 | 5.04 | 5.39 | 7.34 | 7.23 | 3.32 | 5.51 | 3.37 | 2.69 | 2.48 | 3.06 | 3.41 | 2.43 | 3.55 | 2.82 | 4.08 | 4.48 |
| Draw Down(%) | NA | 5.00 | 9.71 | 18.83 | 18.83 | NA | NA | 18.83 | 2.54 | 4.24 | 7.65 | 16.95 | 4.01 | 9.27 | 2.12 | 2.23 | 1.36 | 3.33 | 4.13 | 1.23 | 5.23 | 1.23 | 3.48 | 3.29 |
| Yield(%) | 0.00 | 2.56 | 2.46 | 1.96 | 2.41 | 2.97 | 2.31 | 3.09 | 1.01 | 2.74 | 2.75 | 1.93 | 1.69 | 2.00 | 2.74 | 2.89 | 2.75 | 2.78 | 2.96 | 3.27 | 3.43 | 4.25 | 4.79 | 3.54 |
Data as of 07/25/2025, AR inception is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOOX (INCOME FUND R-3) |
-5.83%
Oct 2020 - Oct 2023 |
-1.02%
Jun 2020 - Jun 2025 |
0.68%
Oct 2013 - Oct 2023 |
2.42%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOOX (INCOME FUND R-3) |
6.97%
Apr 2010 - Apr 2013 |
4.99%
May 2010 - May 2015 |
4.23%
Jul 2010 - Jul 2020 |
2.47%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart