Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLGAX (LARGECAP GROWTH FUND I CLASS A) | 4.36% | 13.46% | 18.44% | 8.77% | 15.14% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLGAX (LARGECAP GROWTH FUND I CLASS A) | 03/05/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 13.46 | 18.44 | 8.77 | 15.14 | NA | NA | … | … | 4.36 | 11.35 | 24.26 | 40.42 | -34.25 | 21.14 | 35.53 | 34.49 | 3.05 | 33.10 | 0.41 | 7.21 | 8.84 | 24.97 |
| Sharpe Ratio | NA | 0.85 | 0.91 | 0.28 | 0.66 | NA | NA | … | … | 0.60 | 0.39 | 1.30 | 2.23 | -1.09 | 1.21 | 1.12 | 2.27 | 0.08 | 3.78 | 0.01 | 0.44 | 0.64 | 2.49 |
| Standard Deviation(%) | NA | 15.32 | 18.08 | 21.74 | 20.72 | NA | NA | … | … | 18.18 | 21.66 | 15.88 | 16.64 | 32.87 | 17.43 | 31.32 | 14.54 | 20.35 | 8.62 | 15.34 | 16.40 | 13.85 | 12.37 |
| Draw Down(%) | NA | 18.41 | 21.53 | 40.77 | 40.77 | NA | NA | … | … | 15.98 | 21.42 | 10.43 | 10.81 | 37.55 | 9.43 | 31.44 | 7.41 | 20.40 | 2.38 | 15.29 | 11.76 | 8.30 | 5.42 |
| Yield(%) | 0.00 | 15.17 | 19.15 | 12.25 | 16.31 | 14.06 | 10.55 | … | … | 0.00 | 15.54 | 33.09 | 8.49 | 7.24 | 13.15 | 9.18 | 10.35 | 14.73 | 8.71 | 4.57 | 12.07 | 10.14 | 7.25 |
Data as of 06/03/2026, Common starting date is 03/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLGAX (LARGECAP GROWTH FUND I CLASS A) |
2.51%
Sep 2020 – Sep 2023 |
6.24%
Mar 2021 – Mar 2026 |
11.41%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLGAX (LARGECAP GROWTH FUND I CLASS A) |
30.22%
Dec 2018 – Dec 2021 |
25.03%
Oct 2016 – Oct 2021 |
15.42%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart