Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLFMX (LARGECAP S&P 500 INDEX FUND R-3) | 6.94% | 10.35% | 17.00% | 10.02% | 10.07% | 11.87% | 8.57% | 7.09% |
Data as of 07/14/2025, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFMX (LARGECAP S&P 500 INDEX FUND R-3) | 12/21/2000 | 07/14/2025 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 10.35 | 17.00 | 10.02 | 10.07 | 11.87 | 8.57 | 7.09 | 6.94 | 22.29 | 21.96 | -19.80 | 13.05 | 11.04 | 30.56 | -5.04 | 20.95 | 11.12 | 0.67 | 12.81 | 31.40 | 15.10 | 1.34 | 14.95 | 25.52 | -37.39 | 4.73 | 14.98 | 4.10 | 9.93 | 27.43 | -22.67 | -12.52 | 3.56 |
| Sharpe Ratio | NA | 0.40 | 0.75 | 0.43 | 0.48 | NA | NA | 0.30 | 0.44 | 1.23 | 1.31 | -0.87 | 0.69 | 0.34 | 2.35 | -0.37 | 2.98 | 0.83 | 0.04 | 1.11 | 2.84 | 1.19 | 0.06 | 0.83 | 0.93 | -0.94 | 0.11 | 1.18 | 0.18 | 0.81 | 1.57 | -0.92 | -0.71 | NA |
| Standard Deviation(%) | NA | 19.88 | 17.36 | 18.74 | 18.49 | NA | NA | 19.36 | 23.65 | 12.79 | 13.67 | 24.33 | 18.76 | 31.79 | 12.42 | 17.09 | 6.85 | 13.07 | 15.60 | 11.52 | 11.04 | 12.78 | 23.42 | 17.93 | 27.23 | 40.64 | 15.91 | 10.00 | 10.58 | 11.11 | 17.05 | 25.79 | 21.32 | NA |
| Draw Down(%) | NA | 19.25 | 19.25 | 32.35 | 33.80 | NA | NA | 55.63 | 18.83 | 8.49 | 10.11 | 24.91 | 14.20 | 33.80 | 6.68 | 19.53 | 2.65 | 10.30 | 12.02 | 7.36 | 5.69 | 9.62 | 18.85 | 15.18 | 27.08 | 47.95 | 9.94 | 7.52 | 6.99 | 7.79 | 13.92 | 33.22 | 29.21 | NA |
| Yield(%) | 0.00 | 0.74 | 1.00 | 0.98 | 3.02 | 4.49 | 3.41 | 2.95 | 0.00 | 0.88 | 1.07 | 0.69 | 0.55 | 1.33 | 4.13 | 5.99 | 7.26 | 2.92 | 2.04 | 1.44 | 1.44 | 1.72 | 1.42 | 1.53 | 1.62 | 1.29 | 2.46 | 1.62 | 1.45 | 8.42 | 0.72 | 0.48 | 0.45 | 0.15 |
Data as of 07/14/2025, AR inception is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFMX (LARGECAP S&P 500 INDEX FUND R-3) |
-15.69%
Feb 2006 - Feb 2009 |
-7.31%
Feb 2004 - Feb 2009 |
0.51%
Jan 2001 - Jan 2011 |
3.66%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFMX (LARGECAP S&P 500 INDEX FUND R-3) |
24.88%
Feb 2009 - Feb 2012 |
22.24%
Feb 2009 - Feb 2014 |
15.88%
Feb 2009 - Feb 2019 |
13.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart