Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFPX (LARGECAP S&P 500 INDEX FUND R-5) | 11.20% | 28.16% | 22.24% | 10.57% | 12.93% | 12.73% | 9.96% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFPX (LARGECAP S&P 500 INDEX FUND R-5) | 12/21/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 28.16 | 22.24 | 10.57 | 12.93 | 12.73 | 9.96 | … | … | 11.20 | 17.45 | 24.52 | 25.72 | -19.52 | 13.64 | 11.47 | 31.00 | -4.86 | 21.23 | 11.49 | 1.00 | 13.23 | 31.79 | 15.51 | 1.59 | 14.64 | 25.99 | -37.31 | 5.11 | 15.33 | 4.50 | 10.27 | 27.69 | -22.18 | -12.16 | 3.56 |
| Sharpe Ratio | NA | 2.25 | 1.33 | 0.46 | 0.63 | NA | NA | … | … | 1.99 | 0.78 | 1.65 | 1.70 | -0.86 | 0.73 | 0.35 | 2.37 | -0.37 | 2.98 | 0.88 | 0.06 | 1.14 | 2.88 | 1.22 | 0.07 | 0.81 | 0.95 | -0.94 | 0.12 | 1.20 | 0.21 | 0.83 | 1.59 | -0.90 | -0.70 | NA |
| Standard Deviation(%) | NA | 11.87 | 14.79 | 17.92 | 18.06 | NA | NA | … | … | 13.53 | 18.63 | 12.65 | 13.06 | 24.36 | 18.60 | 31.79 | 12.45 | 17.07 | 6.94 | 12.80 | 15.59 | 11.55 | 11.04 | 12.80 | 23.39 | 18.05 | 27.34 | 40.68 | 15.86 | 9.97 | 10.56 | 11.13 | 16.95 | 25.81 | 21.21 | NA |
| Draw Down(%) | NA | 8.96 | 18.81 | 32.02 | 33.78 | NA | NA | … | … | 8.96 | 18.81 | 8.45 | 10.03 | 24.73 | 14.01 | 33.78 | 6.65 | 19.48 | 2.63 | 10.34 | 12.02 | 7.34 | 5.63 | 9.62 | 18.78 | 15.68 | 27.02 | 47.83 | 9.93 | 7.56 | 7.05 | 7.64 | 13.87 | 33.15 | 29.02 | NA |
| Yield(%) | 0.00 | 2.97 | 3.80 | 2.37 | 4.49 | 5.70 | 4.76 | … | … | 0.00 | 3.03 | 3.08 | 4.63 | 0.99 | 0.88 | 1.61 | 4.46 | 6.26 | 7.50 | 3.25 | 2.35 | 1.82 | 1.79 | 2.01 | 1.67 | 1.24 | 1.91 | 1.53 | 2.75 | 1.95 | 1.75 | 8.40 | 1.08 | 0.71 | 0.72 | 0.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PLFPX (LARGECAP S&P 500 INDEX FUND R-5) |
-15.43%
Feb 2006 – Feb 2009 |
-7.03%
Feb 2004 – Feb 2009 |
0.81%
Jan 2001 – Jan 2011 |
3.97%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFPX (LARGECAP S&P 500 INDEX FUND R-5) |
25.03%
Feb 2009 – Feb 2012 |
22.47%
Feb 2009 – Feb 2014 |
16.16%
Feb 2009 – Feb 2019 |
14.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart