Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIOQX (INCOME FUND R-5) | 2.81% | 4.57% | 1.95% | -0.85% | 1.67% | 2.68% | NA | 2.85% |
Data as of 07/03/2025, AR inception is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOQX (INCOME FUND R-5) | 03/04/2010 | 07/03/2025 |
| 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 (%) | -0.23 | 4.57 | 1.95 | -0.85 | 1.67 | 2.68 | NA | 2.85 | 2.81 | 1.08 | 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 | 0.26 | -0.12 | -0.49 | 0.07 | NA | NA | 0.42 | 0.53 | -1.02 | 0.19 | -1.99 | -0.61 | 1.40 | 2.18 | -0.53 | 1.43 | 1.60 | -0.36 | 2.05 | -0.03 | 3.29 | 1.36 | 1.56 |
| Standard Deviation(%) | NA | 5.19 | 6.49 | 5.71 | 4.80 | NA | NA | 4.40 | 5.26 | 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 | 4.92 | 9.58 | 18.35 | 18.35 | NA | NA | 18.35 | 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 | 2.86 | 2.77 | 2.26 | 2.70 | 3.28 | 2.55 | 3.40 | 1.14 | 3.04 | 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 07/03/2025, 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 |
|---|---|---|---|---|
| PIOQX (INCOME FUND R-5) |
-5.55%
Oct 2020 - Oct 2023 |
-0.72%
Jun 2020 - Jun 2025 |
0.98%
Oct 2013 - Oct 2023 |
2.72%
Jun 2010 - Jun 2025 |
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 |
2.77%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart