Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLDRX (LOW DURATION FUND R) | 1.85% | 4.30% | 3.21% | 0.93% | 1.25% | 1.39% | 2.24% | 2.17% |
Data as of 07/22/2025, AR inception is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDRX (LOW DURATION FUND R) | 12/31/2002 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 4.30 | 3.21 | 0.93 | 1.25 | 1.39 | 2.24 | 2.17 | 1.85 | 4.23 | 4.72 | -5.32 | -1.17 | 2.80 | 3.86 | -0.08 | 1.35 | 1.22 | 0.07 | 0.19 | -0.47 | 5.55 | 1.12 | 4.45 | 12.67 | -1.91 | 7.21 | 2.96 | 0.95 | 1.65 | 1.24 | 0.00 |
| Sharpe Ratio | NA | 0.43 | -0.02 | -0.51 | -0.10 | NA | NA | 0.42 | 0.09 | -1.13 | 0.15 | -2.51 | -1.27 | 1.38 | 1.23 | -1.02 | 0.60 | 0.73 | 0.03 | 0.12 | -0.22 | 3.27 | 0.55 | 2.01 | 3.51 | -0.60 | 1.63 | -0.13 | -0.75 | 0.42 | 0.26 | NA |
| Standard Deviation(%) | NA | 2.06 | 2.59 | 2.26 | 1.97 | NA | NA | 2.28 | 2.10 | 2.10 | 3.21 | 2.68 | 0.94 | 1.86 | 2.00 | 1.37 | 1.19 | 1.39 | 1.42 | 1.44 | 2.23 | 1.69 | 1.97 | 2.17 | 3.58 | 4.74 | 2.60 | 2.39 | 1.62 | 1.70 | 2.12 | 0.00 |
| Draw Down(%) | NA | 0.99 | 3.11 | 8.05 | 8.05 | NA | NA | 8.46 | 0.86 | 0.99 | 1.79 | 6.84 | 1.45 | 3.32 | 0.91 | 1.08 | 0.56 | 0.95 | 1.45 | 1.12 | 3.19 | 0.67 | 2.43 | 2.73 | 4.34 | 8.46 | 1.27 | 1.21 | 1.18 | 1.53 | 2.30 | 0.00 |
| Yield(%) | 0.00 | 3.04 | 3.10 | 1.94 | 1.82 | 2.02 | 2.54 | 2.49 | 1.19 | 3.60 | 3.51 | 1.42 | 0.24 | 1.24 | 2.80 | 1.54 | 1.14 | 1.42 | 1.87 | 3.00 | 1.25 | 3.36 | 2.08 | 3.44 | 3.23 | 4.92 | 4.99 | 3.80 | 2.89 | 2.03 | 1.53 | 0.23 |
Data as of 07/22/2025, AR inception is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDRX (LOW DURATION FUND R) |
-1.69%
Oct 2019 - Oct 2022 |
-0.29%
Oct 2017 - Oct 2022 |
0.14%
Oct 2012 - Oct 2022 |
1.38%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDRX (LOW DURATION FUND R) |
6.94%
Feb 2009 - Feb 2012 |
5.34%
May 2006 - May 2011 |
3.46%
Jan 2003 - Jan 2013 |
2.70%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison Chart