Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLARX (SMALLCAP VALUE FUND II R-5) | 11.73% | 30.13% | 14.03% | 1.79% | 6.69% | 7.93% | 6.27% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLARX (SMALLCAP VALUE FUND II R-5) | 12/22/2004 | 06/04/2026 |
| 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 30.13 | 14.03 | 1.79 | 6.69 | 7.93 | 6.27 | … | … | 11.73 | 8.02 | 4.64 | 19.81 | -18.66 | 14.53 | 3.36 | 22.90 | -14.93 | 6.65 | 25.09 | -4.36 | 6.47 | 38.57 | 17.27 | -6.00 | 27.11 | 32.17 | -37.14 | -8.78 | 20.15 | 2.83 | 0.80 |
| Sharpe Ratio | NA | 1.58 | 0.55 | -0.03 | 0.22 | NA | NA | … | … | 1.64 | 0.24 | 0.05 | 0.84 | -0.78 | 0.54 | 0.07 | 1.40 | -0.99 | 0.49 | 1.44 | -0.28 | 0.44 | 2.68 | 1.04 | -0.19 | 1.06 | 0.84 | -0.86 | -0.62 | 1.06 | 0.04 | 3.34 |
| Standard Deviation(%) | NA | 16.69 | 19.75 | 22.27 | 23.19 | NA | NA | … | … | 15.93 | 21.88 | 19.27 | 19.42 | 25.83 | 26.98 | 42.95 | 15.34 | 16.52 | 12.27 | 17.23 | 15.76 | 14.66 | 14.36 | 16.68 | 32.48 | 25.41 | 38.05 | 44.15 | 19.37 | 15.87 | 15.50 | 11.41 |
| Draw Down(%) | NA | 9.26 | 26.21 | 33.83 | 46.05 | NA | NA | … | … | 9.26 | 22.95 | 9.56 | 15.30 | 21.89 | 20.47 | 44.73 | 10.13 | 25.79 | 7.84 | 13.16 | 13.67 | 12.82 | 5.71 | 12.73 | 29.72 | 22.77 | 36.30 | 51.13 | 18.15 | 12.76 | 10.95 | 0.69 |
| Yield(%) | 0.00 | 9.56 | 8.31 | 3.81 | 5.84 | 7.36 | 5.53 | … | … | 0.00 | 8.91 | 10.63 | 3.42 | 0.51 | 0.60 | 0.58 | 0.81 | 18.04 | 6.22 | 7.08 | 10.21 | 11.31 | 8.50 | 1.26 | 0.15 | 0.37 | 0.22 | 6.18 | 13.48 | 11.00 | 0.00 | 0.03 |
Data as of 06/04/2026, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLARX (SMALLCAP VALUE FUND II R-5) |
-21.43%
Feb 2006 – Feb 2009 |
-3.77%
Mar 2015 – Mar 2020 |
3.34%
Apr 2015 – Apr 2025 |
3.63%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLARX (SMALLCAP VALUE FUND II R-5) |
31.33%
Feb 2009 – Feb 2012 |
27.83%
Feb 2009 – Feb 2014 |
16.39%
Feb 2009 – Feb 2019 |
12.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart