Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLPIX (LARGECAP S&P 500 INDEX FUND R-1) | NA | 31.61% | 9.61% | 14.34% | 12.04% | 12.89% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLPIX (LARGECAP S&P 500 INDEX FUND R-1) | 12/22/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 31.61 | 9.61 | 14.34 | 12.04 | 12.89 | NA | … | … | 25.19 | 25.22 | -19.11 | 27.44 | 17.16 | 30.14 | -5.33 | 20.55 | 10.81 | 0.35 | 12.93 | 30.38 | 14.82 | 1.05 | 14.76 | 25.16 | -37.66 | 4.43 | 14.68 | 3.27 | 0.29 |
| Sharpe Ratio | NA | 2.26 | 0.34 | 0.59 | 0.60 | NA | NA | … | … | 1.95 | 1.66 | -0.85 | 2.15 | 0.49 | 2.30 | -0.39 | 2.95 | 0.81 | 0.02 | 1.13 | 2.75 | 1.17 | 0.04 | 0.82 | 0.92 | -0.94 | 0.08 | 1.12 | 0.10 | 2.01 |
| Standard Deviation(%) | NA | 12.25 | 17.72 | 21.32 | 17.87 | NA | NA | … | … | 12.56 | 13.07 | 24.32 | 12.75 | 34.59 | 12.45 | 17.11 | 6.76 | 13.05 | 15.62 | 11.38 | 11.03 | 12.76 | 23.43 | 17.90 | 27.27 | 40.89 | 15.94 | 10.06 | 10.25 | 5.57 |
| Draw Down(%) | NA | 8.48 | 25.05 | 33.80 | 33.80 | NA | NA | … | … | 8.48 | 10.18 | 25.05 | 5.20 | 33.80 | 6.66 | 19.55 | 2.67 | 10.34 | 12.13 | 7.39 | 5.63 | 9.66 | 18.95 | 15.10 | 27.12 | 48.19 | 10.00 | 7.56 | 7.13 | 0.35 |
| Yield(%) | 0.00 | 3.37 | 5.37 | 6.41 | 6.24 | 8.23 | 5.90 | … | … | 0.00 | 4.03 | 1.61 | 14.59 | 7.35 | 3.64 | 5.69 | 6.88 | 2.58 | 1.79 | 1.17 | 0.99 | 1.29 | 1.02 | 1.55 | 1.39 | 0.95 | 2.14 | 1.28 | 0.72 | 1.44 |
Data as of 11/25/2024, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLPIX (LARGECAP S&P 500 INDEX FUND R-1) |
-15.98%
Feb 2006 – Feb 2009 |
-2.02%
Sep 2006 – Sep 2011 |
5.42%
Feb 2006 – Feb 2016 |
6.49%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLPIX (LARGECAP S&P 500 INDEX FUND R-1) |
24.79%
Dec 2018 – Dec 2021 |
21.91%
Feb 2009 – Feb 2014 |
15.55%
Feb 2009 – Feb 2019 |
14.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart