Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIOQX (INCOME FUND R-5) | -0.13% | 4.09% | 3.83% | -0.06% | 1.83% | 2.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOQX (INCOME FUND R-5) | 03/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.09 | 3.83 | -0.06 | 1.83 | 2.50 | NA | … | … | -0.13 | 6.85 | 1.36 | 5.59 | -12.88 | -2.00 | 8.05 | 8.75 | -0.10 | 4.29 | 4.93 | -1.21 | 5.09 | -0.07 | 9.44 | 5.61 | 5.71 |
| Sharpe Ratio | NA | 0.64 | 0.18 | -0.43 | 0.06 | NA | NA | … | … | -0.54 | 0.89 | -0.42 | 0.27 | -1.99 | -0.61 | 1.40 | 2.16 | -0.55 | 1.42 | 1.59 | -0.36 | 2.04 | -0.03 | 3.29 | 1.36 | 1.56 |
| Standard Deviation(%) | NA | 3.92 | 5.38 | 5.81 | 4.84 | NA | NA | … | … | 4.20 | 4.46 | 5.41 | 7.31 | 7.20 | 3.32 | 5.55 | 3.37 | 2.69 | 2.57 | 2.96 | 3.46 | 2.48 | 3.55 | 2.88 | 4.11 | 4.36 |
| Draw Down(%) | NA | 3.06 | 6.29 | 18.10 | 18.35 | NA | NA | … | … | 3.06 | 2.55 | 4.18 | 7.53 | 16.68 | 3.97 | 9.38 | 2.12 | 2.06 | 1.36 | 3.29 | 3.96 | 1.22 | 5.25 | 1.34 | 3.53 | 3.18 |
| Yield(%) | 0.00 | 3.24 | 3.31 | 2.57 | 2.75 | 3.12 | 2.72 | … | … | 1.14 | 3.56 | 3.31 | 3.08 | 2.24 | 1.98 | 2.34 | 3.03 | 3.23 | 3.08 | 3.08 | 3.26 | 3.59 | 3.74 | 4.55 | 5.08 | 3.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PIOQX (INCOME FUND R-5) |
-5.55%
Oct 2020 – Oct 2023 |
-0.99%
Jul 2020 – Jul 2025 |
0.98%
Oct 2013 – Oct 2023 |
2.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOQX (INCOME FUND R-5) |
7.21%
Apr 2010 – Apr 2013 |
5.28%
May 2010 – May 2015 |
4.53%
Jul 2010 – Jul 2020 |
2.79%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart