Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIPJX (INFLATION PROTECTION FUND CLASS J) | 4.38% | 3.52% | 1.35% | 0.10% | 1.43% | 1.80% | 0.79% | 0.67% |
Data as of 07/17/2025, AR inception is 12/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPJX (INFLATION PROTECTION FUND CLASS J) | 12/31/2004 | 07/17/2025 |
| 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 3.52 | 1.35 | 0.10 | 1.43 | 1.80 | 0.79 | 0.67 | 4.38 | -1.81 | 3.01 | -12.44 | 1.70 | 9.96 | 7.14 | -2.21 | 2.29 | 3.12 | -2.75 | 2.21 | -8.58 | 6.29 | 11.58 | 6.22 | 5.75 | -18.61 | 4.24 | -3.17 | -2.59 | 0.00 |
| Sharpe Ratio | NA | 0.13 | -0.30 | -0.31 | 0.00 | NA | NA | -0.09 | 0.98 | -1.48 | -0.19 | -1.57 | 0.32 | 1.29 | 1.51 | -1.10 | 0.50 | 0.67 | -0.50 | 0.55 | -1.52 | 1.41 | 1.79 | 1.08 | 0.63 | -1.71 | 0.19 | -1.45 | -0.92 | NA |
| Standard Deviation(%) | NA | 4.70 | 6.27 | 6.15 | 5.53 | NA | NA | 6.14 | 5.09 | 5.68 | 6.75 | 8.84 | 5.24 | 7.54 | 3.79 | 3.20 | 3.34 | 4.33 | 5.51 | 4.02 | 5.67 | 4.45 | 6.47 | 5.67 | 8.98 | 11.40 | 6.64 | 4.45 | 5.20 | 0.00 |
| Draw Down(%) | NA | 4.00 | 10.03 | 17.68 | 17.68 | NA | NA | 26.31 | 2.98 | 6.75 | 6.75 | 14.32 | 4.54 | 9.87 | 2.26 | 3.53 | 1.93 | 4.72 | 6.34 | 3.81 | 10.36 | 2.21 | 3.01 | 5.20 | 8.10 | 26.12 | 5.30 | 4.27 | 5.11 | 0.00 |
| Yield(%) | 0.00 | 3.11 | 3.87 | 3.12 | 2.39 | 2.14 | 1.86 | 1.81 | 0.00 | 3.18 | 3.43 | 5.25 | 4.01 | 0.85 | 1.35 | 2.79 | 1.92 | 0.74 | 0.64 | 1.23 | 1.74 | 0.12 | 2.54 | 1.15 | 0.42 | 5.65 | 5.84 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 12/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPJX (INFLATION PROTECTION FUND CLASS J) |
-8.07%
Feb 2006 - Feb 2009 |
-3.02%
Feb 2005 - Feb 2010 |
-0.29%
Sep 2012 - Sep 2022 |
0.28%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPJX (INFLATION PROTECTION FUND CLASS J) |
10.48%
Feb 2009 - Feb 2012 |
5.62%
Feb 2009 - Feb 2014 |
2.94%
Feb 2009 - Feb 2019 |
2.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart