Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIXAX (FUNDAMENTAL INDEXPLUS TR FUND A) | 20.73% | 44.05% | 26.58% | 72.03% | 40.46% | 30.65% | 24.65% | … | … |
Data as of 06/05/2026, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIXAX (FUNDAMENTAL INDEXPLUS TR FUND A) | 08/11/2005 | 06/05/2026 |
| 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 (%) | 1.61 | 44.05 | 26.58 | 72.03 | 40.46 | 30.65 | 24.65 | … | … | 20.73 | 21.05 | 17.36 | 961.31 | -19.33 | 27.02 | 3.93 | 26.03 | -8.33 | 18.76 | 19.21 | -7.13 | 11.57 | 34.35 | 26.58 | 4.67 | 30.03 | 56.50 | -43.92 | 7.37 | 16.70 | -2.73 |
| Sharpe Ratio | NA | 3.08 | 1.49 | 0.96 | 0.73 | NA | NA | … | … | 3.64 | 0.97 | 0.95 | 6.19 | -0.78 | 1.75 | 0.10 | 1.87 | -0.60 | 2.31 | 1.33 | -0.41 | 0.96 | 2.88 | 2.27 | 0.20 | 1.57 | 1.72 | -1.00 | 0.28 | 1.22 | -0.79 |
| Standard Deviation(%) | NA | 13.01 | 15.58 | 72.73 | 53.41 | NA | NA | … | … | 13.72 | 18.84 | 14.48 | 157.99 | 26.65 | 15.45 | 37.97 | 13.17 | 16.17 | 7.86 | 14.23 | 17.26 | 11.97 | 11.93 | 11.81 | 23.16 | 19.09 | 32.75 | 44.74 | 15.30 | 10.92 | 12.08 |
| Draw Down(%) | NA | 6.33 | 19.16 | 23.17 | 44.12 | NA | NA | … | … | 6.33 | 19.16 | 8.07 | 8.91 | 23.17 | 7.55 | 44.12 | 8.67 | 21.02 | 3.54 | 12.93 | 16.66 | 9.29 | 8.49 | 8.09 | 20.83 | 15.42 | 36.97 | 57.89 | 9.18 | 7.72 | 6.93 |
| Yield(%) | 0.00 | 8.06 | 10.37 | 16.02 | 15.25 | 14.72 | 9.78 | … | … | 0.83 | 9.02 | 14.28 | 9.10 | 5.84 | 19.98 | 7.28 | 17.88 | 11.52 | 8.18 | 0.00 | 5.66 | 15.20 | 17.42 | 15.64 | 9.84 | 28.03 | 55.96 | 1.16 | 6.64 | 14.09 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIXAX (FUNDAMENTAL INDEXPLUS TR FUND A) |
-19.88%
Feb 2006 – Feb 2009 |
0.93%
Mar 2015 – Mar 2020 |
9.13%
Feb 2006 – Feb 2016 |
8.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIXAX (FUNDAMENTAL INDEXPLUS TR FUND A) |
147.04%
Dec 2022 – Dec 2025 |
81.20%
Mar 2020 – Mar 2025 |
40.61%
Feb 2016 – Feb 2026 |
36.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart