Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLRJX NA 19.40% NA NA NA NA NA
Data as of 02/25/2021, Common starting date is 03/04/2019
More Performance Analytics Comparison
Name Start Date End Date
PLRJX 03/04/2019 02/25/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -1.80 19.40 NA NA NA NA NA 3.16 12.20 6.43
Sharpe Ratio NA 0.65 NA NA NA NA NA 1.73 0.40 0.60
Standard Deviation(%) NA 29.76 NA NA NA NA NA 13.61 29.79 10.60
Draw Down(%) NA 27.27 NA NA NA NA NA 3.72 31.76 5.48
Yield(%) 0.00 0.00 1.46 0.88 0.44 0.29 0.22 0.00 0.00 4.39
Data as of 02/25/2021, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLRJX (PLRJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLRJX (PLRJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return