Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKARX (SMALLCAP VALUE FUND II R-2) | NA | 37.65% | 8.96% | 11.63% | 9.17% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKARX (SMALLCAP VALUE FUND II R-2) | 08/15/2006 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.56 | 37.65 | 8.96 | 11.63 | 9.17 | NA | NA | … | … | 16.94 | 2.98 | 22.15 | -14.94 | 6.13 | 24.37 | -4.67 | 5.64 | 37.74 | 16.72 | -6.44 | 26.50 | 31.55 | -37.63 | -9.66 | 14.54 |
| Sharpe Ratio | NA | 0.90 | 0.27 | 0.44 | 0.39 | NA | NA | … | … | 6.69 | 0.06 | 1.35 | -0.99 | 0.45 | 1.40 | -0.30 | 0.39 | 2.62 | 1.01 | -0.20 | 1.03 | 0.83 | -0.87 | -0.66 | 3.01 |
| Standard Deviation(%) | NA | 46.00 | 29.62 | 24.68 | 22.52 | NA | NA | … | … | 26.13 | 45.41 | 15.36 | 16.45 | 12.34 | 17.23 | 15.62 | 14.59 | 14.38 | 16.66 | 32.59 | 25.56 | 37.78 | 44.21 | 19.25 | 13.28 |
| Draw Down(%) | NA | 36.11 | 46.22 | 46.22 | 46.22 | NA | NA | … | … | 6.26 | 44.71 | 10.33 | 25.64 | 8.12 | 13.16 | 13.85 | 12.95 | 5.71 | 12.93 | 29.91 | 22.82 | 36.25 | 51.40 | 18.81 | 3.17 |
| Yield(%) | 0.00 | 0.19 | 6.58 | 7.73 | 7.75 | 6.00 | 4.50 | … | … | 0.00 | 0.17 | 0.17 | 18.68 | 6.36 | 7.05 | 10.26 | 11.61 | 8.47 | 0.67 | 0.00 | 0.21 | 0.00 | 5.95 | 13.60 | 10.49 |
Data as of 03/01/2021, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKARX (SMALLCAP VALUE FUND II R-2) |
-11.60%
Jun 2007 – Jun 2010 |
-4.15%
Mar 2015 – Mar 2020 |
4.35%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKARX (SMALLCAP VALUE FUND II R-2) |
30.78%
Feb 2009 – Feb 2012 |
27.24%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart