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
PLDDX (LOW DURATION FUND D) NA -1.37% 2.67% 2.28% 1.87% 2.99% 3.26%
Data as of 01/20/2021, Common starting date is 04/29/1998
More Performance Analytics Comparison
Name Start Date End Date
PLDDX (LOW DURATION FUND D) 04/29/1998 01/20/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) 0.00 -1.37 2.67 2.28 1.87 2.99 3.26 0.00 -0.33 8.71 -0.42 1.65 1.51 0.38 0.50 -0.17 5.87 1.44 4.69 13.03 -1.58 7.58 3.33 1.34 2.06 2.64 7.20 7.69 7.38 2.65 4.80
Sharpe Ratio NA -0.09 0.09 0.12 0.18 NA NA 0.00 -0.03 0.41 -2.81 0.80 0.91 0.24 0.33 -0.09 3.39 0.70 2.08 3.58 -0.53 1.68 -0.03 -0.55 0.62 0.88 2.73 1.71 1.28 -0.30 1.20
Standard Deviation(%) NA 22.78 17.91 12.22 8.10 NA NA NA 22.84 8.12 1.05 1.25 1.42 1.46 1.46 2.24 1.73 2.00 2.21 3.61 4.77 2.65 2.44 1.68 1.74 2.19 2.22 3.11 2.47 2.45 3.17
Draw Down(%) NA 29.31 29.31 29.31 29.31 NA NA 0.00 29.31 4.27 0.52 0.49 0.93 1.32 1.06 3.16 0.67 2.39 2.70 4.30 8.25 1.24 1.21 1.11 1.44 1.85 1.28 2.16 0.83 1.13 1.55
Yield(%) 0.00 1.80 1.25 1.38 1.95 2.81 3.11 0.00 1.81 1.57 0.19 1.44 1.70 2.17 3.31 1.54 3.67 2.39 3.68 3.57 5.26 5.34 4.16 3.28 2.43 2.92 5.07 5.80 6.53 5.82 4.52
Data as of 01/20/2021, Common starting date is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLDDX (LOW DURATION FUND D) -3.48%
Mar 2017 – Mar 2020
-1.93%
Mar 2015 – Mar 2020
1.41%
Mar 2010 – Mar 2020
1.78%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLDDX (LOW DURATION FUND D) 7.62%
May 2000 – May 2003
6.15%
Jun 1998 – Jun 2003
5.11%
Jan 2000 – Jan 2010
4.51%
May 1998 – May 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return