Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLFIX (LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS) | 7.42% | 14.79% | 17.89% | 11.14% | 11.08% | 13.10% | 9.36% | 8.59% |
Data as of 07/03/2025, AR inception is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFIX (LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS) | 12/20/2001 | 07/03/2025 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 14.79 | 17.89 | 11.14 | 11.08 | 13.10 | 9.36 | 8.59 | 7.42 | 21.50 | 22.68 | -19.34 | 13.68 | 11.66 | 31.35 | -4.66 | 21.62 | 11.76 | 1.22 | 13.50 | 32.06 | 15.73 | 2.00 | 15.37 | 26.39 | -37.17 | 5.34 | 15.66 | 4.70 | 10.66 | 28.07 | -22.27 | 0.61 |
| Sharpe Ratio | NA | 0.54 | 0.76 | 0.53 | 0.50 | NA | NA | 0.37 | 0.36 | 1.17 | 1.36 | -0.85 | 0.73 | 0.36 | 2.40 | -0.35 | 2.98 | 0.90 | 0.08 | 1.18 | 2.89 | 1.24 | 0.08 | 0.84 | 0.97 | -0.92 | 0.15 | 1.25 | 0.24 | 0.88 | 1.61 | -0.91 | 2.71 |
| Standard Deviation(%) | NA | 19.81 | 17.41 | 18.78 | 18.52 | NA | NA | 19.32 | 24.41 | 12.74 | 13.68 | 24.33 | 18.78 | 31.92 | 12.47 | 17.09 | 7.07 | 12.81 | 15.62 | 11.42 | 11.10 | 12.74 | 23.39 | 18.11 | 27.22 | 41.06 | 15.90 | 10.00 | 10.54 | 11.10 | 17.00 | 25.79 | 10.31 |
| Draw Down(%) | NA | 18.77 | 18.77 | 31.99 | 33.77 | NA | NA | 55.28 | 18.77 | 8.46 | 9.95 | 24.58 | 14.18 | 33.77 | 6.64 | 19.48 | 2.60 | 10.27 | 12.08 | 7.35 | 5.53 | 9.64 | 18.68 | 15.21 | 27.05 | 47.75 | 9.92 | 7.53 | 7.00 | 7.50 | 13.76 | 32.99 | 1.14 |
| Yield(%) | 0.00 | 2.85 | 2.38 | 2.07 | 4.13 | 6.49 | 4.68 | 4.53 | 0.00 | 3.35 | 1.69 | 1.22 | 1.17 | 1.90 | 4.84 | 6.62 | 7.90 | 3.55 | 2.65 | 2.10 | 2.08 | 2.31 | 1.96 | 2.02 | 2.16 | 1.79 | 3.06 | 2.26 | 2.05 | 8.53 | 1.42 | 0.93 | 1.07 |
Data as of 07/03/2025, AR inception is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFIX (LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS) |
-15.23%
Feb 2006 - Feb 2009 |
-6.77%
Feb 2004 - Feb 2009 |
3.37%
Jan 2002 - Jan 2012 |
6.60%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFIX (LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS) |
25.50%
Feb 2009 - Feb 2012 |
22.89%
Feb 2009 - Feb 2014 |
16.50%
Feb 2009 - Feb 2019 |
14.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart