Performance Comparison
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
