Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLDTX (LOW DURATION FUND II INSTITUTIONAL) | 0.01% | 3.18% | 4.38% | 1.75% | 1.90% | 1.77% | 2.58% | … | … |
Data as of 06/04/2026, Common starting date is 11/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDTX (LOW DURATION FUND II INSTITUTIONAL) | 11/27/1991 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.18 | 4.38 | 1.75 | 1.90 | 1.77 | 2.58 | … | … | 0.01 | 5.47 | 4.58 | 4.59 | -4.62 | -0.98 | 3.44 | 3.82 | 0.62 | 1.76 | 2.09 | 0.24 | 0.63 | 0.04 | 4.46 | 2.15 | 3.60 | 10.28 | -0.05 | 7.32 | 3.48 | 1.57 | 1.91 | 1.85 | 7.06 | 8.14 | 8.11 | 2.55 | 6.60 | 7.63 | 5.21 | 11.78 | 0.33 | 6.06 | 5.93 | 2.20 |
| Sharpe Ratio | NA | 0.63 | 0.62 | -0.32 | 0.16 | NA | NA | … | … | -1.08 | 1.21 | 0.43 | 0.31 | -2.28 | -1.05 | 2.12 | 1.41 | -0.60 | 0.95 | 1.36 | 0.20 | 0.43 | 0.00 | 2.64 | 1.18 | 1.50 | 2.87 | -0.21 | 1.41 | 0.03 | -0.44 | 0.52 | 0.47 | 2.58 | 1.61 | 1.69 | -0.32 | 1.16 | 1.63 | 0.43 | 2.59 | -1.08 | 1.72 | 1.33 | 7.92 |
| Standard Deviation(%) | NA | 2.06 | 2.24 | 2.39 | 1.95 | NA | NA | … | … | 2.06 | 2.14 | 2.22 | 3.07 | 2.66 | 0.96 | 1.50 | 1.66 | 1.28 | 1.17 | 1.38 | 1.05 | 1.42 | 2.12 | 1.68 | 1.79 | 2.35 | 3.55 | 4.92 | 2.96 | 2.51 | 1.59 | 1.78 | 2.41 | 2.29 | 3.59 | 2.30 | 2.57 | 2.71 | 2.42 | 3.59 | 3.02 | 2.54 | 2.26 | 2.56 | 3.18 |
| Draw Down(%) | NA | 1.49 | 1.49 | 7.02 | 7.04 | NA | NA | … | … | 1.49 | 0.75 | 0.96 | 1.61 | 6.09 | 1.21 | 2.33 | 0.82 | 0.72 | 0.51 | 1.18 | 0.78 | 0.80 | 2.78 | 0.79 | 1.37 | 2.56 | 3.45 | 6.21 | 1.29 | 1.15 | 0.95 | 1.43 | 2.30 | 1.31 | 2.36 | 0.66 | 1.37 | 1.39 | 0.81 | 2.25 | 1.31 | 2.09 | 0.78 | 1.47 | 0.30 |
| Yield(%) | 0.00 | 3.46 | 3.84 | 2.77 | 2.28 | 2.15 | 2.70 | … | … | 1.18 | 3.85 | 4.03 | 3.91 | 1.61 | 0.26 | 1.27 | 2.74 | 2.15 | 1.45 | 1.78 | 1.57 | 1.44 | 1.34 | 4.02 | 1.94 | 3.58 | 3.68 | 3.97 | 4.80 | 4.52 | 3.17 | 2.10 | 3.54 | 4.80 | 8.56 | 6.31 | 5.67 | 6.31 | 6.11 | 6.28 | 6.85 | 5.83 | 5.94 | 6.32 | 1.10 |
Data as of 06/04/2026, Common starting date is 11/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDTX (LOW DURATION FUND II INSTITUTIONAL) |
-1.34%
Jun 2020 – Jun 2023 |
0.19%
Oct 2017 – Oct 2022 |
0.58%
Oct 2012 – Oct 2022 |
1.60%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDTX (LOW DURATION FUND II INSTITUTIONAL) |
8.17%
Dec 1994 – Dec 1997 |
7.16%
Aug 1996 – Aug 2001 |
6.35%
Feb 1992 – Feb 2002 |
5.54%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart