Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLDIX (LOW DURATION FUND III INSTITUTIONAL) | 0.66% | 4.95% | 3.04% | 1.33% | 1.53% | 1.90% | 2.61% | 3.44% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDIX (LOW DURATION FUND III INSTITUTIONAL) | 01/30/1997 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 01/30/1997.
AR inception is since 01/30/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.95 | 3.04 | 1.33 | 1.53 | 1.90 | 2.61 | 3.44 | 0.66 | 4.99 | 5.10 | -5.44 | -0.43 | 3.30 | 4.26 | 0.32 | 1.79 | 1.41 | 0.64 | 0.83 | 0.26 | 6.01 | 2.40 | 5.42 | 11.63 | -2.36 | 7.78 | 3.76 | 1.61 | 2.10 | 2.54 | 8.01 | 8.18 | 7.44 | 2.73 | 5.95 | 7.05 |
| Sharpe Ratio | NA | -0.67 | -0.52 | -0.60 | -0.09 | NA | NA | 0.70 | -0.49 | -0.74 | 0.28 | -2.73 | -0.48 | 1.55 | 1.49 | -0.74 | 0.97 | 0.89 | 0.44 | 0.59 | 0.10 | 3.06 | 1.22 | 2.50 | 2.64 | -0.50 | 1.89 | 0.20 | -0.33 | 0.65 | 0.82 | 2.81 | 1.72 | 1.25 | -0.19 | 0.92 | 1.81 |
| Standard Deviation(%) | NA | 2.08 | 2.57 | 2.15 | 1.92 | NA | NA | 2.57 | 1.95 | 2.18 | 3.05 | 2.51 | 0.95 | 1.97 | 1.91 | 1.34 | 1.20 | 1.36 | 1.39 | 1.37 | 2.18 | 1.96 | 1.94 | 2.14 | 4.37 | 6.52 | 2.55 | 2.47 | 1.67 | 1.79 | 2.26 | 2.45 | 3.46 | 2.67 | 2.53 | 2.85 | 2.30 |
| Draw Down(%) | NA | 0.87 | 3.47 | 7.64 | 7.64 | NA | NA | 9.78 | 0.87 | 0.87 | 1.67 | 7.03 | 0.95 | 3.31 | 0.83 | 0.81 | 0.51 | 0.86 | 1.14 | 0.91 | 3.12 | 0.81 | 1.89 | 2.35 | 5.79 | 9.78 | 1.02 | 1.43 | 1.01 | 1.38 | 2.09 | 1.29 | 1.77 | 0.92 | 1.12 | 1.38 | 0.80 |
| Yield(%) | 0.00 | 2.43 | 2.82 | 1.99 | 1.91 | 2.22 | 2.85 | 3.57 | 0.00 | 3.45 | 3.29 | 2.15 | 0.81 | 1.28 | 2.51 | 1.89 | 1.04 | 1.82 | 1.89 | 3.06 | 1.65 | 4.32 | 2.68 | 2.88 | 3.86 | 8.11 | 5.39 | 4.39 | 3.39 | 2.68 | 3.41 | 6.04 | 5.72 | 6.58 | 5.95 | 5.98 | 6.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDIX (LOW DURATION FUND III INSTITUTIONAL) |
-1.33%
Oct 2019 - Oct 2022 |
0.05%
Oct 2017 - Oct 2022 |
0.58%
Oct 2012 - Oct 2022 |
1.78%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDIX (LOW DURATION FUND III INSTITUTIONAL) |
8.25%
Feb 2000 - Feb 2003 |
6.53%
Feb 1998 - Feb 2003 |
5.16%
Feb 1998 - Feb 2008 |
4.95%
Mar 1997 - Mar 2012 |
Annualized Rolling Returns Comparison Chart