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
PLGCX (LARGECAP GROWTH FUND CLASS C) NA -9.38% 8.50% 6.43% 11.33% NA NA
Data as of 01/11/2019, Common starting date is 01/19/2007
More Performance Analytics Comparison
Name Start Date End Date
PLGCX (LARGECAP GROWTH FUND CLASS C) 01/19/2007 01/11/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 4.16 -9.38 8.50 6.43 11.33 NA NA 5.03 -8.69 33.05 -6.52 3.54 10.66 31.29 14.85 -5.78 16.79 25.14 -43.54 19.04
Sharpe Ratio NA -0.45 0.45 0.33 0.57 NA NA 10.99 -0.43 3.12 -0.43 0.21 0.67 2.37 0.99 -0.22 0.80 0.96 -1.16 0.98
Standard Deviation(%) NA 23.66 17.33 17.02 19.06 NA NA 33.42 23.06 10.45 15.54 16.87 15.88 13.22 15.06 26.22 20.80 26.15 38.18 17.45
Draw Down(%) NA 26.83 26.83 26.83 26.83 NA NA 3.35 26.83 4.18 15.79 13.61 11.60 6.72 11.64 20.79 17.58 21.23 51.17 9.28
Yield(%) 0.00 41.99 25.74 17.72 19.23 8.35 6.26 0.00 43.76 24.42 14.31 11.16 12.38 13.95 0.00 0.00 0.00 0.00 0.00 2.08
Data as of 01/11/2019, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLGCX (LARGECAP GROWTH FUND CLASS C) -9.85%
Aug 2007 – Aug 2010
-3.13%
Oct 2007 – Oct 2012
4.72%
Oct 2007 – Oct 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLGCX (LARGECAP GROWTH FUND CLASS C) 20.79%
Feb 2009 – Feb 2012
20.16%
Feb 2009 – Feb 2014
11.43%
Nov 2008 – Nov 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return