Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLLAX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS A) | -2.54% | 1.52% | 6.07% | 6.00% | 4.72% | 8.82% | 6.47% | 5.54% |
Data as of 06/20/2025, AR inception is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLLAX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS A) | 04/29/1998 | 06/20/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 1.52 | 6.07 | 6.00 | 4.72 | 8.82 | 6.47 | 5.54 | -2.54 | 4.80 | 12.13 | -20.40 | 10.51 | 18.91 | 27.11 | -11.27 | 12.43 | 16.80 | -0.54 | 4.90 | 47.64 | 14.14 | -2.17 | 23.37 | 20.96 | -37.07 | 1.47 | 12.65 | 8.68 | 19.13 | 36.41 | -27.68 | 0.65 | -14.19 | 43.22 | -17.16 |
| Sharpe Ratio | NA | -0.07 | 0.15 | 0.18 | 0.15 | NA | NA | 0.17 | -0.30 | -0.09 | 0.40 | -0.77 | 0.46 | 0.47 | 1.68 | -0.69 | 1.02 | 1.00 | -0.04 | 0.29 | 3.23 | 0.86 | -0.07 | 0.99 | 0.62 | -0.87 | -0.08 | 0.58 | 0.42 | 1.09 | 2.07 | -1.20 | -0.06 | -0.69 | 2.86 | -1.08 |
| Standard Deviation(%) | NA | 24.52 | 22.12 | 23.27 | 22.69 | NA | NA | 23.28 | 28.28 | 18.86 | 19.91 | 28.36 | 22.98 | 39.44 | 15.34 | 18.21 | 11.60 | 16.59 | 16.18 | 16.61 | 14.76 | 16.48 | 32.59 | 23.59 | 33.40 | 43.52 | 19.11 | 16.21 | 15.34 | 16.71 | 17.29 | 24.07 | 26.61 | 26.56 | 13.98 | 25.40 |
| Draw Down(%) | NA | 27.60 | 27.60 | 36.41 | 42.00 | NA | NA | 60.24 | 25.08 | 10.22 | 18.72 | 26.20 | 19.34 | 42.00 | 8.95 | 28.61 | 6.14 | 16.41 | 13.54 | 16.14 | 5.32 | 12.61 | 29.42 | 19.19 | 32.93 | 51.31 | 12.83 | 15.80 | 9.23 | 13.69 | 15.07 | 38.10 | 32.66 | 33.64 | 11.22 | 44.06 |
| Yield(%) | 0.00 | 0.06 | 0.09 | 0.06 | 3.30 | 6.29 | 7.28 | 5.92 | 0.00 | 0.06 | 0.18 | 0.00 | 0.00 | 0.00 | 6.97 | 12.70 | 8.89 | 2.75 | 3.66 | 11.51 | 9.64 | 0.98 | 0.00 | 0.17 | 0.00 | 0.00 | 8.71 | 8.77 | 9.26 | 0.00 | 0.00 | 0.00 | 0.00 | 13.42 | 13.32 | 0.00 |
Data as of 06/20/2025, AR inception is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLLAX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS A) |
-20.90%
Mar 2000 - Mar 2003 |
-6.80%
Feb 2004 - Feb 2009 |
-1.53%
Aug 2000 - Aug 2010 |
4.34%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLLAX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS A) |
28.84%
Mar 2003 - Mar 2006 |
26.23%
Feb 2009 - Feb 2014 |
16.16%
Feb 2009 - Feb 2019 |
12.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart