Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) | 1.56% | 4.71% | 3.65% | 0.25% | 2.15% | 2.14% | 1.83% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPIX (INFLATION PROTECTION FUND INSTITUTIONAL CLASS) | 03/30/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 4.71 | 3.65 | 0.25 | 2.15 | 2.14 | 1.83 | … | … | 1.56 | 1.86 | 1.66 | 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 | 0.74 | 0.12 | -0.36 | 0.11 | NA | NA | … | … | 0.48 | 0.89 | -0.43 | -0.02 | -1.54 | 0.44 | 1.37 | 1.73 | -0.92 | 0.71 | 0.80 | -0.40 | 0.78 | -1.46 | 1.57 | 1.92 | 1.17 | 0.73 | -1.64 | 0.45 | -1.07 | 0.46 |
| Standard Deviation(%) | NA | 3.34 | 4.82 | 6.09 | 5.45 | NA | NA | … | … | 3.49 | 4.30 | 4.51 | 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 | 1.92 | 4.70 | 16.87 | 16.87 | NA | NA | … | … | 1.92 | 3.05 | 3.72 | 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 | 4.63 | 3.81 | 3.71 | 2.95 | 2.46 | 2.53 | … | … | 0.00 | 4.79 | 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 06/04/2026, Common starting date 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