Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLASX (MIDCAP VALUE FUND I R-1) | NA | 26.15% | 8.00% | 11.30% | 8.35% | 10.88% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLASX (MIDCAP VALUE FUND I R-1) | 12/22/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | 26.15 | 8.00 | 11.30 | 8.35 | 10.88 | NA | … | … | 17.85 | 10.63 | -6.47 | 29.48 | 5.65 | 25.76 | -11.77 | 13.69 | 14.22 | -8.11 | 13.29 | 32.54 | 16.91 | -4.81 | 23.15 | 32.91 | -36.48 | 1.78 | 14.89 | 2.43 | 0.47 |
| Sharpe Ratio | NA | 1.60 | 0.18 | 0.39 | 0.36 | NA | NA | … | … | 1.08 | 0.46 | -0.36 | 1.79 | 0.14 | 1.99 | -0.88 | 1.58 | 0.95 | -0.53 | 1.11 | 2.58 | 1.23 | -0.18 | 1.05 | 1.02 | -0.92 | -0.07 | 1.07 | 0.02 | 2.65 |
| Standard Deviation(%) | NA | 12.05 | 16.88 | 22.88 | 18.78 | NA | NA | … | … | 12.01 | 14.12 | 21.68 | 16.42 | 39.28 | 12.22 | 14.79 | 8.29 | 14.81 | 15.42 | 11.97 | 12.59 | 13.82 | 27.24 | 21.87 | 32.01 | 40.62 | 16.58 | 10.88 | 14.60 | 7.69 |
| Draw Down(%) | NA | 6.51 | 17.57 | 41.43 | 41.43 | NA | NA | … | … | 6.51 | 12.29 | 17.57 | 7.13 | 41.43 | 6.57 | 20.98 | 4.58 | 12.88 | 14.30 | 9.94 | 6.56 | 10.41 | 25.57 | 17.89 | 28.40 | 50.77 | 14.89 | 9.36 | 8.82 | 0.58 |
| Yield(%) | 0.00 | 4.15 | 6.45 | 6.00 | 6.10 | 9.37 | 6.75 | … | … | 0.00 | 4.31 | 5.86 | 13.29 | 0.75 | 5.34 | 9.89 | 6.83 | 0.78 | 8.93 | 14.31 | 28.30 | 0.43 | 0.00 | 0.48 | 0.48 | 0.32 | 11.49 | 5.30 | 0.00 | 0.31 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PLASX (MIDCAP VALUE FUND I R-1) |
-16.27%
Feb 2006 – Feb 2009 |
-1.78%
Mar 2015 – Mar 2020 |
5.28%
Jan 2006 – Jan 2016 |
4.39%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLASX (MIDCAP VALUE FUND I R-1) |
27.73%
Feb 2009 – Feb 2012 |
24.95%
Feb 2009 – Feb 2014 |
14.80%
Feb 2009 – Feb 2019 |
13.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart