Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIXCX (FUNDAMENTAL INDEXPLUS TR FUND C) | 19.57% | 41.23% | 25.76% | 9.75% | 11.77% | 11.79% | 10.74% | … | … |
Data as of 06/03/2026, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIXCX (FUNDAMENTAL INDEXPLUS TR FUND C) | 08/11/2005 | 06/03/2026 |
| 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 (%) | 2.18 | 41.23 | 25.76 | 9.75 | 11.77 | 11.79 | 10.74 | … | … | 19.57 | 20.16 | 17.66 | 16.98 | -21.65 | 26.08 | 2.99 | 25.37 | -9.07 | 17.93 | 18.13 | -7.69 | 10.67 | 33.48 | 25.36 | 3.99 | 28.84 | 55.54 | -44.26 | 6.52 | 15.87 | -2.92 |
| Sharpe Ratio | NA | 3.00 | 1.44 | 0.10 | 0.19 | NA | NA | … | … | 3.57 | 0.92 | 0.94 | 0.09 | -0.84 | 1.69 | 0.07 | 1.81 | -0.65 | 2.22 | 1.26 | -0.45 | 0.89 | 2.82 | 2.20 | 0.17 | 1.52 | 1.70 | -1.01 | 0.22 | 1.15 | -0.84 |
| Standard Deviation(%) | NA | 13.01 | 15.70 | 71.85 | 52.82 | NA | NA | … | … | 13.67 | 18.83 | 14.88 | 156.28 | 27.73 | 15.41 | 38.28 | 13.22 | 16.11 | 7.80 | 14.27 | 17.30 | 11.94 | 11.86 | 11.59 | 22.88 | 18.97 | 32.69 | 44.76 | 15.29 | 10.87 | 11.89 |
| Draw Down(%) | NA | 6.38 | 19.21 | 75.60 | 75.60 | NA | NA | … | … | 6.38 | 19.21 | 8.08 | 68.97 | 25.31 | 7.33 | 44.13 | 8.73 | 21.15 | 3.65 | 12.98 | 16.83 | 9.33 | 8.48 | 8.23 | 20.93 | 15.50 | 37.01 | 58.18 | 9.30 | 7.78 | 6.93 |
| Yield(%) | 0.00 | 9.33 | 11.69 | 17.28 | 15.49 | 14.26 | 9.37 | … | … | 0.91 | 10.52 | 16.44 | 9.30 | 6.19 | 21.80 | 7.55 | 19.02 | 11.95 | 8.24 | 0.00 | 5.35 | 15.43 | 17.26 | 15.18 | 9.56 | 27.95 | 56.24 | 1.03 | 6.08 | 13.42 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PIXCX (FUNDAMENTAL INDEXPLUS TR FUND C) |
-28.47%
Jan 2020 – Jan 2023 |
-17.25%
Feb 2018 – Feb 2023 |
-3.67%
Feb 2013 – Feb 2023 |
0.96%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIXCX (FUNDAMENTAL INDEXPLUS TR FUND C) |
74.22%
Feb 2023 – Feb 2026 |
36.06%
Feb 2009 – Feb 2014 |
20.89%
Feb 2009 – Feb 2019 |
16.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart