Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) | 4.25% | 4.08% | 1.85% | 0.56% | 2.01% | 2.35% | 1.56% | 1.69% |
Data as of 07/11/2025, AR inception is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) | 03/30/2005 | 07/11/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.08 | 1.85 | 0.56 | 2.01 | 2.35 | 1.56 | 1.69 | 4.25 | -1.70 | 3.51 | -12.09 | 2.23 | 10.60 | 8.06 | -1.58 | 3.01 | 3.83 | -2.15 | 3.20 | -8.36 | 7.07 | 12.38 | 6.83 | 6.62 | -17.97 | 6.07 | -1.36 | 3.52 |
| Sharpe Ratio | NA | 0.35 | -0.29 | -0.23 | 0.10 | NA | NA | 0.08 | 1.08 | -1.45 | -0.11 | -1.53 | 0.44 | 1.37 | 1.75 | -0.90 | 0.71 | 0.81 | -0.40 | 0.78 | -1.46 | 1.58 | 1.92 | 1.17 | 0.73 | -1.63 | 0.47 | -1.03 | 0.48 |
| Standard Deviation(%) | NA | 4.69 | 6.31 | 6.12 | 5.55 | NA | NA | 6.15 | 5.19 | 5.73 | 6.79 | 8.81 | 5.04 | 7.54 | 3.81 | 3.24 | 3.35 | 4.49 | 5.51 | 4.08 | 5.73 | 4.49 | 6.42 | 5.77 | 8.96 | 11.52 | 6.57 | 4.50 | 4.88 |
| Draw Down(%) | NA | 3.90 | 9.56 | 16.87 | 16.87 | NA | NA | 25.70 | 3.05 | 6.82 | 6.37 | 14.07 | 4.30 | 9.93 | 2.27 | 3.27 | 1.86 | 4.45 | 5.84 | 3.61 | 10.20 | 2.07 | 2.87 | 5.09 | 7.96 | 25.70 | 5.24 | 4.68 | 3.32 |
| Yield(%) | 0.00 | 3.29 | 4.03 | 3.29 | 2.65 | 2.44 | 2.38 | 2.50 | 0.00 | 3.36 | 3.63 | 5.29 | 4.10 | 1.20 | 1.90 | 2.87 | 2.05 | 0.90 | 0.80 | 1.39 | 1.72 | 0.74 | 2.99 | 1.66 | 0.60 | 6.26 | 7.38 | 2.03 | 5.00 |
Data as of 07/11/2025, AR inception is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) |
-6.64%
Feb 2006 - Feb 2009 |
-1.04%
May 2005 - May 2010 |
0.34%
Sep 2012 - Sep 2022 |
0.93%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) |
11.24%
Feb 2009 - Feb 2012 |
6.29%
Feb 2009 - Feb 2014 |
3.63%
Feb 2009 - Feb 2019 |
2.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart