Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PITAX (INFLATION PROTECTION FUND CLASS A) | NA | 5.88% | 5.08% | 3.57% | 2.71% | 1.66% | NA | 1.53% |
Data as of 02/24/2021, AR inception is 06/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PITAX (INFLATION PROTECTION FUND CLASS A) | 06/28/2005 | 02/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 5.88 | 5.08 | 3.57 | 2.71 | 1.66 | NA | 1.53 | -1.41 | 10.05 | 7.54 | -2.10 | 2.42 | 3.37 | -2.52 | 2.60 | -8.86 | 6.69 | 11.78 | 6.44 | 6.32 | -18.48 | 5.71 | -0.46 | -1.64 |
| Sharpe Ratio | NA | 0.81 | 0.83 | 0.61 | 0.47 | NA | NA | 0.11 | -3.15 | 1.35 | 1.61 | -1.08 | 0.54 | 0.72 | -0.46 | 0.64 | -1.55 | 1.49 | 1.82 | 1.12 | 0.68 | -1.69 | 0.40 | -0.84 | -1.11 |
| Standard Deviation(%) | NA | 7.18 | 5.07 | 4.62 | 4.95 | NA | NA | 6.07 | 3.00 | 7.22 | 3.81 | 3.18 | 3.35 | 4.37 | 5.49 | 4.02 | 5.73 | 4.48 | 6.45 | 5.66 | 9.16 | 11.44 | 6.69 | 4.50 | 5.06 |
| Draw Down(%) | NA | 9.92 | 9.92 | 9.92 | 10.92 | NA | NA | 26.06 | 1.72 | 9.92 | 2.20 | 3.44 | 1.89 | 4.73 | 5.99 | 3.74 | 10.39 | 2.17 | 2.96 | 5.10 | 8.15 | 25.98 | 5.23 | 4.05 | 3.80 |
| Yield(%) | 0.00 | 0.81 | 1.71 | 1.57 | 1.49 | 1.93 | 1.46 | 1.94 | 98.49 | 0.83 | 1.51 | 2.78 | 1.94 | 0.78 | 0.68 | 1.27 | 1.71 | 0.27 | 2.61 | 1.31 | 0.49 | 5.80 | 7.02 | 2.79 | 1.15 |
Data as of 02/24/2021, AR inception is 06/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PITAX (INFLATION PROTECTION FUND CLASS A) |
-6.58%
Feb 2006 - Feb 2009 |
-1.00%
Nov 2012 - Nov 2017 |
0.13%
Feb 2008 - Feb 2018 |
1.52%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PITAX (INFLATION PROTECTION FUND CLASS A) |
10.78%
Feb 2009 - Feb 2012 |
5.81%
Feb 2009 - Feb 2014 |
3.14%
Feb 2009 - Feb 2019 |
1.76%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison Chart