Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKPIX (PPM Core Plus Fixed Income Fund Institutional Shares) | NA | 3.58% | -0.97% | -0.67% | 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 |
|---|---|---|
| PKPIX (PPM Core Plus Fixed Income 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 | 3.58 | -0.97 | -0.67 | NA | NA | NA | … | … | 0.00 | 2.64 | 7.04 | -13.93 | -2.37 | 5.94 | 10.50 | 0.17 |
| Sharpe Ratio | NA | 0.10 | -0.58 | -0.39 | NA | NA | NA | … | … | 0.00 | -0.19 | 0.47 | -1.99 | -0.64 | 0.84 | 2.79 | -0.46 |
| Standard Deviation(%) | NA | 5.03 | 6.83 | 6.34 | NA | NA | NA | … | … | NA | 5.22 | 7.31 | 7.76 | 3.75 | 6.77 | 3.24 | 2.60 |
| Draw Down(%) | NA | 3.63 | 16.14 | 22.38 | NA | NA | NA | … | … | 0.00 | 3.63 | 7.29 | 18.04 | 3.42 | 10.08 | 1.97 | 1.96 |
| Yield(%) | 0.00 | 3.85 | 3.12 | 2.77 | 2.09 | 1.39 | 1.04 | … | … | 0.00 | 3.83 | 3.91 | 2.58 | 2.31 | 2.63 | 4.81 | 1.57 |
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 |
|---|---|---|---|---|
| PKPIX (PPM Core Plus Fixed Income Fund Institutional Shares) |
-6.66%
Oct 2020 – Oct 2023 |
-0.49%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKPIX (PPM Core Plus Fixed Income Fund Institutional Shares) |
5.52%
Oct 2018 – Oct 2021 |
1.04%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart