Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PISPX (INFLATION PROTECTION FUND R-1) | NA | 4.33% | -4.13% | 0.16% | 0.59% | 1.40% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PISPX (INFLATION PROTECTION FUND R-1) | 03/30/2005 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.33 | -4.13 | 0.16 | 0.59 | 1.40 | NA | … | … | 1.56 | 2.59 | -12.78 | 0.93 | 9.79 | 7.07 | -2.40 | 2.04 | 2.98 | -2.92 | 2.03 | -8.97 | 6.21 | 11.39 | 6.01 | 5.74 | -18.74 | 5.17 | -0.87 | 2.76 |
| Sharpe Ratio | NA | -0.39 | -1.12 | -0.34 | -0.17 | NA | NA | … | … | -1.19 | -0.25 | -1.63 | 0.17 | 1.27 | 1.43 | -1.19 | 0.42 | 0.63 | -0.53 | 0.50 | -1.58 | 1.39 | 1.75 | 1.04 | 0.63 | -1.72 | 0.33 | -0.92 | 0.27 |
| Standard Deviation(%) | NA | 4.76 | 7.08 | 6.71 | 5.59 | NA | NA | … | … | 4.39 | 6.69 | 8.73 | 5.30 | 7.52 | 3.95 | 3.15 | 3.36 | 4.39 | 5.52 | 4.02 | 5.69 | 4.46 | 6.48 | 5.71 | 8.96 | 11.41 | 6.63 | 4.51 | 4.93 |
| Draw Down(%) | NA | 3.11 | 17.93 | 18.55 | 18.55 | NA | NA | … | … | 3.11 | 6.89 | 14.52 | 4.65 | 9.83 | 2.31 | 3.59 | 1.96 | 4.79 | 6.42 | 3.86 | 10.65 | 2.11 | 2.91 | 5.23 | 8.26 | 26.19 | 5.33 | 3.87 | 3.37 |
| Yield(%) | 0.00 | 3.02 | 3.33 | 2.44 | 1.97 | 1.84 | 1.98 | … | … | 0.00 | 3.01 | 4.59 | 3.52 | 0.62 | 1.30 | 2.81 | 1.91 | 0.69 | 0.63 | 1.16 | 1.75 | 0.12 | 2.44 | 1.06 | 0.39 | 5.59 | 6.54 | 2.60 | 4.26 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PISPX (INFLATION PROTECTION FUND R-1) |
-7.02%
Feb 2006 – Feb 2009 |
-1.63%
May 2005 – May 2010 |
-0.55%
Sep 2012 – Sep 2022 |
0.05%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISPX (INFLATION PROTECTION FUND R-1) |
10.30%
Feb 2009 – Feb 2012 |
5.39%
Feb 2009 – Feb 2014 |
2.74%
Feb 2009 – Feb 2019 |
2.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart