Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLPPX (MIDCAP VALUE FUND III R-5) | NA | -2.22% | 6.70% | 5.16% | 13.06% | 6.27% | NA | … | … |
Data as of 04/12/2019, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLPPX (MIDCAP VALUE FUND III R-5) | 12/21/2000 | 04/12/2019 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | -2.22 | 6.70 | 5.16 | 13.06 | 6.27 | NA | … | … | 16.42 | -19.63 | 15.94 | 12.03 | -4.33 | 11.34 | 36.01 | 16.71 | 2.21 | 20.82 | 29.87 | -36.42 | -0.43 | 15.85 | -2.90 | 9.40 | 27.65 | -8.67 | 0.77 | 6.33 |
| Sharpe Ratio | NA | -0.26 | 0.45 | 0.35 | 0.75 | NA | NA | … | … | 5.52 | -1.34 | 1.79 | 0.77 | -0.29 | 0.91 | 2.86 | 1.21 | 0.08 | 1.00 | 0.98 | -0.94 | -0.22 | 1.22 | -0.27 | 0.63 | 1.92 | -0.50 | -0.10 | NA |
| Standard Deviation(%) | NA | 14.09 | 12.89 | 13.66 | 17.00 | NA | NA | … | … | 12.67 | 15.66 | 8.61 | 15.22 | 15.22 | 12.41 | 12.58 | 13.89 | 26.78 | 20.72 | 30.27 | 39.69 | 15.95 | 10.32 | 19.02 | 13.45 | 14.01 | 19.38 | 16.25 | NA |
| Draw Down(%) | NA | 23.31 | 27.76 | 27.76 | 27.76 | NA | NA | … | … | 3.35 | 27.76 | 3.71 | 12.75 | 12.89 | 9.71 | 6.31 | 11.34 | 23.49 | 16.59 | 28.11 | 49.17 | 14.32 | 7.80 | 14.60 | 9.13 | 10.68 | 23.29 | 19.31 | NA |
| Yield(%) | 0.00 | 10.55 | 7.66 | 6.85 | 10.09 | 5.39 | 5.21 | … | … | 0.00 | 10.03 | 8.28 | 1.85 | 3.48 | 9.42 | 4.86 | 1.68 | 1.09 | 2.15 | 1.97 | 1.43 | 9.03 | 7.38 | 0.85 | 0.25 | 1.04 | 0.79 | 0.78 | 0.16 |
Data as of 04/12/2019, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLPPX (MIDCAP VALUE FUND III R-5) |
-16.23%
Feb 2006 – Feb 2009 |
-8.89%
Feb 2004 – Feb 2009 |
3.28%
Sep 2001 – Sep 2011 |
5.41%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLPPX (MIDCAP VALUE FUND III R-5) |
28.06%
Feb 2009 – Feb 2012 |
25.76%
Feb 2009 – Feb 2014 |
14.75%
Feb 2009 – Feb 2019 |
9.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart