Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLFSX (LARGECAP S&P 500 INDEX FUND R-4) | NA | 27.46% | 3.66% | 9.14% | 8.40% | 10.55% | 7.38% | 8.08% |
Data as of 11/25/2024, AR inception is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFSX (LARGECAP S&P 500 INDEX FUND R-4) | 06/25/2003 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 27.46 | 3.66 | 9.14 | 8.40 | 10.55 | 7.38 | 8.08 | 26.11 | 20.97 | -20.55 | 13.30 | 11.33 | 28.34 | -9.66 | 15.22 | 9.94 | 0.10 | 12.99 | 31.57 | 15.32 | 1.63 | 14.48 | 25.89 | -37.42 | 3.86 | 14.75 | 2.78 | 3.03 | 14.81 |
| Sharpe Ratio | NA | 1.61 | -0.06 | 0.31 | 0.38 | NA | NA | 0.35 | 1.78 | 1.24 | -0.91 | 0.71 | 0.35 | 2.15 | -0.60 | 1.73 | 0.74 | 0.00 | 1.13 | 2.85 | 1.21 | 0.07 | 0.80 | 0.95 | -0.93 | 0.05 | 1.15 | 0.06 | 0.16 | 2.41 |
| Standard Deviation(%) | NA | 12.81 | 19.43 | 21.40 | 18.11 | NA | NA | 18.92 | 12.53 | 13.63 | 24.29 | 18.73 | 31.81 | 12.54 | 18.26 | 8.45 | 13.12 | 15.69 | 11.46 | 11.06 | 12.72 | 23.33 | 18.00 | 27.06 | 40.95 | 15.83 | 9.98 | 10.57 | 12.90 | 12.39 |
| Draw Down(%) | NA | 8.46 | 32.19 | 33.77 | 33.77 | NA | NA | 55.99 | 8.46 | 10.07 | 24.78 | 14.18 | 33.77 | 6.66 | 23.48 | 5.48 | 10.35 | 12.05 | 7.33 | 5.67 | 9.69 | 18.90 | 15.67 | 27.04 | 47.96 | 9.98 | 7.50 | 7.08 | 7.67 | 4.14 |
| Yield(%) | 0.00 | 0.00 | 0.19 | 0.76 | 1.30 | 2.20 | 1.77 | 2.10 | 0.00 | 0.00 | 0.00 | 0.70 | 1.53 | 1.92 | 1.46 | 1.51 | 1.73 | 1.45 | 1.64 | 1.68 | 1.85 | 1.59 | 1.12 | 1.80 | 1.51 | 1.48 | 1.44 | 1.21 | 1.50 | 0.87 |
Data as of 11/25/2024, AR inception is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFSX (LARGECAP S&P 500 INDEX FUND R-4) |
-15.94%
Feb 2006 - Feb 2009 |
-8.90%
Feb 2004 - Feb 2009 |
5.23%
Jan 2004 - Jan 2014 |
5.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFSX (LARGECAP S&P 500 INDEX FUND R-4) |
24.86%
Feb 2009 - Feb 2012 |
22.33%
Feb 2009 - Feb 2014 |
14.62%
Feb 2009 - Feb 2019 |
12.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart