Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLCGX (LARGECAP GROWTH FUND I R-6) 4.96% 13.63% 19.00% 8.98% 15.60% NA NA
Data as of 06/04/2026, Common starting date is 12/02/2014
More Performance Analytics Comparison
Name Start Date End Date
PLCGX (LARGECAP GROWTH FUND I R-6) 12/02/2014 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
Annualized Return (%) 0.12 13.63 19.00 8.98 15.60 NA NA 4.96 -1.45 25.09 40.49 -33.99 21.61 36.13 35.03 3.54 33.77 0.99 7.86 0.52
Sharpe Ratio NA 0.88 0.94 0.30 0.68 NA NA 0.63 -0.17 1.36 2.24 -1.08 1.24 1.14 2.30 0.11 3.93 0.05 0.48 0.41
Standard Deviation(%) NA 15.26 18.06 21.72 20.71 NA NA 18.15 25.16 15.83 16.63 32.85 17.42 31.35 14.57 20.33 8.47 15.43 16.45 16.47
Draw Down(%) NA 18.32 21.41 40.57 40.57 NA NA 15.93 21.35 10.37 10.71 37.38 9.46 31.40 7.35 20.34 2.40 15.23 11.76 4.91
Yield(%) 0.00 13.56 17.88 11.53 16.01 10.61 7.96 0.00 13.98 30.68 7.94 6.84 12.56 8.86 10.12 14.57 8.77 4.59 12.04 9.78
Data as of 06/04/2026, Common starting date is 12/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCGX (LARGECAP GROWTH FUND I R-6) 2.91%
Sep 2020 – Sep 2023
6.63%
Mar 2021 – Mar 2026
13.13%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCGX (LARGECAP GROWTH FUND I R-6) 30.75%
Dec 2018 – Dec 2021
25.60%
Oct 2016 – Oct 2021
15.92%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return