Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLICX (LARGECAP S&P 500 INDEX FUND CLASS C) | NA | 3.70% | 12.06% | 9.87% | 10.60% | 8.46% | NA | … | … |
Data as of 05/30/2023, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLICX (LARGECAP S&P 500 INDEX FUND CLASS C) | 01/19/2007 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.70 | 12.06 | 9.87 | 10.60 | 8.46 | NA | … | … | 9.35 | -17.74 | 12.17 | 16.89 | 29.77 | -5.61 | 20.30 | 10.47 | 0.07 | 12.66 | 30.16 | 14.36 | 0.95 | 13.52 | 24.67 | -37.89 | 3.21 |
| Sharpe Ratio | NA | -0.01 | 0.59 | 0.40 | 0.56 | NA | NA | … | … | 1.34 | -0.79 | 0.61 | 0.48 | 2.28 | -0.41 | 2.94 | 0.78 | 0.00 | 1.11 | 2.72 | 1.13 | 0.04 | 0.74 | 0.91 | -0.95 | 0.02 |
| Standard Deviation(%) | NA | 20.90 | 18.90 | 21.80 | 17.80 | NA | NA | … | … | 14.81 | 24.40 | 19.78 | 34.64 | 12.41 | 17.07 | 6.73 | 13.07 | 15.63 | 11.42 | 11.09 | 12.74 | 23.39 | 18.06 | 27.13 | 40.85 | 16.26 |
| Draw Down(%) | NA | 16.82 | 25.21 | 33.83 | 33.83 | NA | NA | … | … | 7.66 | 25.21 | 14.61 | 33.83 | 6.69 | 19.59 | 2.71 | 10.41 | 12.16 | 7.41 | 5.67 | 9.81 | 19.14 | 15.94 | 27.27 | 48.29 | 10.08 |
| Yield(%) | 0.00 | 1.57 | 8.73 | 7.19 | 7.11 | 5.84 | 4.34 | … | … | 0.00 | 1.36 | 14.72 | 7.26 | 3.62 | 5.67 | 6.87 | 2.48 | 1.68 | 1.09 | 1.15 | 1.11 | 0.93 | 0.46 | 1.19 | 0.94 | 1.84 |
Data as of 05/30/2023, 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 |
|---|---|---|---|---|
| PLICX (LARGECAP S&P 500 INDEX FUND CLASS C) |
-11.07%
Jun 2007 – Jun 2010 |
-2.25%
May 2007 – May 2012 |
5.52%
May 2007 – May 2017 |
6.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLICX (LARGECAP S&P 500 INDEX FUND CLASS C) |
24.43%
Dec 2018 – Dec 2021 |
21.38%
Feb 2009 – Feb 2014 |
15.14%
Feb 2009 – Feb 2019 |
8.81%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart