Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLFNX (LARGECAP S&P 500 INDEX FUND R-2) NA 27.30% 14.51% 15.76% 12.84% 8.91% 7.01%
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
Name Start Date End Date
PLFNX (LARGECAP S&P 500 INDEX FUND R-2) 12/21/2000 03/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.67 27.30 14.51 15.76 12.84 8.91 7.01 4.00 17.29 30.34 -5.23 20.64 10.94 0.54 12.58 31.18 14.87 1.26 13.97 25.34 -37.51 4.55 14.79 3.92 9.80 27.19 -22.89 -12.58 3.56
Sharpe Ratio NA 0.96 0.58 0.79 0.71 NA NA 1.75 0.49 2.32 -0.38 2.97 0.82 0.03 1.09 2.82 1.17 0.05 0.77 0.93 -0.94 0.10 1.14 0.16 0.80 1.56 -0.93 -0.71 NA
Standard Deviation(%) NA 34.34 23.26 19.12 17.56 NA NA 16.43 34.59 12.45 17.07 6.78 13.05 15.64 11.51 11.06 12.74 23.38 18.08 27.21 40.76 15.94 10.10 10.61 11.04 16.93 25.87 21.40 NA
Draw Down(%) NA 28.42 33.78 33.78 33.78 NA NA 3.62 33.78 6.65 19.49 2.71 10.34 12.06 7.35 5.60 9.70 18.96 15.83 27.08 48.10 9.96 7.54 7.11 7.79 13.80 33.41 29.24 NA
Yield(%) 0.00 7.73 5.84 6.57 5.81 4.33 3.63 0.00 7.35 3.85 5.77 6.94 2.70 1.84 1.24 1.21 1.41 1.12 0.61 1.45 1.12 2.27 1.41 1.26 8.40 0.49 0.34 0.29 0.15
Data as of 03/01/2021, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLFNX (LARGECAP S&P 500 INDEX FUND R-2) -15.85%
Feb 2006 – Feb 2009
-7.49%
Feb 2004 – Feb 2009
0.28%
Jan 2001 – Jan 2011
3.44%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLFNX (LARGECAP S&P 500 INDEX FUND R-2) 24.43%
Feb 2009 – Feb 2012
21.87%
Feb 2009 – Feb 2014
15.61%
Feb 2009 – Feb 2019
9.50%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return