Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKHIX (PPM High Yield Core Fund Institutional Shares) | NA | 7.41% | 3.35% | 3.58% | NA | NA | NA | … | … |
Data as of 01/28/2025, Common starting date is 07/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKHIX (PPM High Yield Core Fund Institutional Shares) | 07/16/2018 | 01/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.41 | 3.35 | 3.58 | NA | NA | NA | … | … | 0.00 | 7.17 | 12.77 | -11.36 | 5.62 | 4.85 | 15.03 | -5.07 |
| Sharpe Ratio | NA | 1.24 | 0.06 | 0.25 | NA | NA | NA | … | … | 0.00 | 1.10 | 1.62 | -1.71 | 2.11 | 0.37 | 3.70 | -2.59 |
| Standard Deviation(%) | NA | 3.09 | 5.74 | 7.16 | NA | NA | NA | … | … | NA | 3.22 | 5.68 | 7.52 | 2.65 | 12.24 | 3.66 | 4.72 |
| Draw Down(%) | NA | 2.03 | 13.59 | 22.73 | NA | NA | NA | … | … | 0.00 | 2.03 | 5.03 | 15.28 | 2.16 | 22.73 | 1.61 | 7.75 |
| Yield(%) | 0.00 | 6.47 | 5.76 | 5.32 | 3.44 | 2.29 | 1.72 | … | … | 0.00 | 6.48 | 7.11 | 5.13 | 5.08 | 4.56 | 5.79 | 2.31 |
Data as of 01/28/2025, Common starting date is 07/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKHIX (PPM High Yield Core Fund Institutional Shares) |
-1.04%
Sep 2019 – Sep 2022 |
2.31%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKHIX (PPM High Yield Core Fund Institutional Shares) |
8.40%
Dec 2018 – Dec 2021 |
4.95%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart