Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIOPX (INCOME FUND R-4) | NA | 5.93% | -2.39% | -0.31% | 1.37% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOPX (INCOME FUND R-4) | 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 (%) | 0.00 | 5.93 | -2.39 | -0.31 | 1.37 | NA | NA | … | … | 1.25 | 5.53 | -12.99 | -2.11 | 7.89 | 8.61 | -0.22 | 4.15 | 4.93 | -1.32 | 4.85 | -0.19 | 9.30 | 5.58 | 5.71 |
| Sharpe Ratio | NA | 0.51 | -0.75 | -0.35 | 0.03 | NA | NA | … | … | -0.42 | 0.26 | -2.00 | -0.63 | 1.38 | 2.16 | -0.61 | 1.36 | 1.63 | -0.40 | 1.89 | -0.06 | 3.26 | 1.36 | 1.57 |
| Standard Deviation(%) | NA | 5.72 | 6.69 | 5.93 | 4.69 | NA | NA | … | … | 5.49 | 7.29 | 7.24 | 3.38 | 5.51 | 3.31 | 2.66 | 2.58 | 2.90 | 3.36 | 2.56 | 3.55 | 2.86 | 4.07 | 4.33 |
| Draw Down(%) | NA | 3.90 | 17.27 | 18.51 | 18.51 | NA | NA | … | … | 3.90 | 7.59 | 16.75 | 3.98 | 9.37 | 2.12 | 2.08 | 1.36 | 3.30 | 4.02 | 1.32 | 5.18 | 1.24 | 3.44 | 3.28 |
| Yield(%) | 0.00 | 3.23 | 2.39 | 2.29 | 2.62 | 3.18 | 2.39 | … | … | 2.62 | 2.91 | 2.10 | 1.85 | 2.20 | 2.91 | 3.10 | 2.94 | 2.98 | 3.15 | 3.46 | 3.61 | 4.42 | 4.95 | 3.63 |
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 |
|---|---|---|---|---|
| PIOPX (INCOME FUND R-4) |
-5.63%
Oct 2020 – Oct 2023 |
-0.60%
Oct 2017 – Oct 2022 |
0.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOPX (INCOME FUND R-4) |
7.10%
Apr 2010 – Apr 2013 |
5.17%
May 2010 – May 2015 |
4.42%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart