Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLGJX (LARGECAP GROWTH FUND I CLASS J) | 9.56% | 21.05% | 18.85% | 11.71% | 14.37% | 15.22% | 11.48% | 12.06% |
Data as of 08/01/2025, AR inception is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLGJX (LARGECAP GROWTH FUND I CLASS J) | 10/01/2002 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 21.05 | 18.85 | 11.71 | 14.37 | 15.22 | 11.48 | 12.06 | 9.56 | -18.49 | 28.98 | -43.37 | 4.83 | 24.41 | 34.77 | 3.28 | 33.49 | 0.67 | 7.48 | 8.57 | 36.09 | 15.83 | -0.85 | 19.15 | 50.96 | -40.96 | 7.58 | 5.34 | 6.69 | 8.13 | 22.57 | 1.43 |
| Sharpe Ratio | NA | 0.79 | 0.75 | 0.44 | 0.61 | NA | NA | 0.50 | 0.54 | -0.55 | 1.29 | -1.24 | 0.20 | 0.74 | 2.28 | 0.10 | 3.84 | 0.03 | 0.45 | 0.62 | 2.93 | 1.05 | -0.03 | 0.99 | 1.84 | -1.00 | 0.28 | 0.17 | 0.39 | 0.54 | 1.25 | 0.20 |
| Standard Deviation(%) | NA | 22.54 | 20.67 | 22.29 | 20.98 | NA | NA | 20.73 | 25.85 | 45.76 | 19.31 | 36.09 | 23.86 | 32.51 | 14.61 | 20.45 | 8.60 | 15.47 | 16.45 | 13.79 | 12.33 | 15.16 | 25.90 | 19.33 | 27.62 | 41.74 | 16.26 | 12.34 | 11.47 | 13.32 | 17.48 | 24.58 |
| Draw Down(%) | NA | 21.51 | 21.51 | 40.73 | 40.73 | NA | NA | 55.66 | 21.40 | 37.67 | 10.79 | 44.52 | 21.60 | 31.41 | 7.39 | 20.43 | 2.42 | 15.32 | 11.71 | 8.25 | 5.39 | 12.95 | 20.74 | 15.50 | 18.26 | 52.59 | 9.57 | 11.82 | 10.03 | 12.57 | 12.37 | 7.80 |
| Yield(%) | 0.00 | 38.60 | 20.99 | 15.56 | 15.36 | 19.65 | 14.23 | 17.97 | 0.00 | 44.32 | 11.17 | 9.22 | 16.27 | 11.20 | 12.42 | 17.30 | 10.12 | 5.29 | 13.75 | 11.43 | 8.55 | 5.46 | 3.96 | 0.00 | 0.00 | 0.00 | 5.17 | 4.76 | 4.12 | 0.51 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLGJX (LARGECAP GROWTH FUND I CLASS J) |
-15.24%
Feb 2006 - Feb 2009 |
-6.95%
Feb 2004 - Feb 2009 |
5.97%
Nov 2002 - Nov 2012 |
8.74%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLGJX (LARGECAP GROWTH FUND I CLASS J) |
30.45%
Dec 2018 - Dec 2021 |
25.69%
Feb 2009 - Feb 2014 |
19.44%
Sep 2011 - Sep 2021 |
17.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart