Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) | 10.75% | 27.66% | 22.10% | 10.63% | 12.90% | 12.55% | 9.81% | … | … |
Data as of 06/03/2026, Common starting date is 02/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) | 02/05/2001 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.66 | 22.10 | 10.63 | 12.90 | 12.55 | 9.81 | … | … | 10.75 | 17.50 | 24.23 | 26.03 | -19.54 | 13.37 | 11.41 | 30.97 | -4.93 | 21.23 | 11.43 | 0.90 | 13.17 | 31.67 | 15.12 | 1.50 | 14.29 | 25.69 | -37.46 | 4.92 | 14.92 | 4.11 | 9.76 | 27.64 | -23.01 | -14.73 |
| Sharpe Ratio | NA | 2.25 | 1.33 | 0.45 | 0.62 | NA | NA | … | … | 2.00 | 0.79 | 1.62 | 1.73 | -0.86 | 0.71 | 0.35 | 2.37 | -0.37 | 2.99 | 0.86 | 0.06 | 1.13 | 2.86 | 1.18 | 0.06 | 0.79 | 0.94 | -0.94 | 0.11 | 1.15 | 0.17 | 0.78 | 1.58 | -0.94 | -0.88 |
| Standard Deviation(%) | NA | 11.87 | 14.81 | 17.96 | 18.11 | NA | NA | … | … | 13.49 | 18.65 | 12.69 | 13.08 | 24.33 | 18.78 | 31.83 | 12.45 | 17.11 | 6.91 | 13.09 | 15.67 | 11.61 | 11.07 | 12.85 | 23.44 | 17.98 | 27.22 | 40.79 | 15.90 | 10.04 | 10.64 | 11.24 | 17.09 | 25.80 | 21.27 |
| Draw Down(%) | NA | 8.94 | 18.78 | 32.12 | 33.79 | NA | NA | … | … | 8.94 | 18.78 | 8.47 | 10.00 | 24.69 | 14.20 | 33.79 | 6.64 | 19.53 | 2.60 | 10.32 | 12.08 | 7.28 | 5.61 | 9.63 | 18.79 | 15.71 | 27.23 | 47.95 | 9.94 | 7.53 | 7.09 | 7.84 | 13.97 | 33.49 | 28.33 |
| Yield(%) | 0.00 | 3.08 | 3.89 | 2.45 | 4.57 | 5.66 | 4.71 | … | … | 0.00 | 3.15 | 3.11 | 4.73 | 1.02 | 0.92 | 1.66 | 4.51 | 6.34 | 7.58 | 3.23 | 2.33 | 1.76 | 1.66 | 1.75 | 1.46 | 1.16 | 1.57 | 1.33 | 2.53 | 1.68 | 1.95 | 1.11 | 0.90 | 0.57 | 0.39 |
Data as of 06/03/2026, Common starting date is 02/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) |
-15.65%
Feb 2006 – Feb 2009 |
-7.30%
Feb 2004 – Feb 2009 |
1.80%
Jul 2001 – Jul 2011 |
4.74%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) |
24.70%
Feb 2009 – Feb 2012 |
22.20%
Feb 2009 – Feb 2014 |
16.00%
Feb 2009 – Feb 2019 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart