Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKFIX (PPM Floating Rate Income Fund Institutional Shares) | NA | -11.19% | NA | NA | NA | NA | NA | … | … |
Data as of 12/28/2020, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKFIX (PPM Floating Rate Income Fund Institutional Shares) | 05/02/2018 | 12/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | -11.19 | NA | NA | NA | NA | NA | … | … | -11.51 | 6.56 | -5.52 |
| Sharpe Ratio | NA | -0.83 | NA | NA | NA | NA | NA | … | … | -0.86 | 2.25 | -6.36 |
| Standard Deviation(%) | NA | 13.71 | NA | NA | NA | NA | NA | … | … | 13.76 | 2.30 | 1.51 |
| Draw Down(%) | NA | 21.24 | NA | NA | NA | NA | NA | … | … | 21.24 | 1.33 | 5.62 |
| Yield(%) | 0.00 | 1.36 | 2.81 | 1.69 | 0.84 | 0.56 | 0.42 | … | … | 1.01 | 4.89 | 2.83 |
Data as of 12/28/2020, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKFIX (PPM Floating Rate Income Fund Institutional Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKFIX (PPM Floating Rate Income Fund Institutional Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart