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
PLSGX (LARGECAP GROWTH FUND R-1) NA -11.06% 5.74% 6.15% 8.87% NA NA
Data as of 10/11/2019, Common starting date is 12/22/2004
More Performance Analytics Comparison
Name Start Date End Date
PLSGX (LARGECAP GROWTH FUND R-1) 12/22/2004 10/11/2019
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
Annualized Return (%) -14.83 -11.06 5.74 6.15 8.87 NA NA 0.47 -8.32 33.60 -6.07 4.00 11.09 31.92 15.51 -5.20 17.41 26.08 -43.30 22.02 8.91 10.79 0.17
Sharpe Ratio NA -0.46 0.24 0.26 0.46 NA NA -0.04 -0.42 3.17 -0.40 0.24 0.69 2.42 1.03 -0.20 0.83 1.00 -1.16 1.12 0.42 0.70 0.78
Standard Deviation(%) NA 27.27 19.76 18.58 18.73 NA NA 25.25 23.14 10.44 15.53 16.82 15.95 13.17 15.14 26.17 20.90 25.96 38.02 17.10 13.48 12.27 7.40
Draw Down(%) NA 22.06 26.72 26.72 26.72 NA NA 20.75 26.72 4.10 15.85 13.48 11.58 6.75 11.53 20.71 17.42 21.20 50.96 9.34 12.10 7.55 0.46
Yield(%) 0.00 39.43 23.36 17.32 15.27 10.35 7.76 0.00 40.22 22.89 13.61 10.71 11.97 13.62 0.00 0.00 0.00 0.00 0.00 2.14 1.35 0.00 0.47
Data as of 10/11/2019, 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
PLSGX (LARGECAP GROWTH FUND R-1) -13.57%
Feb 2006 – Feb 2009
-2.59%
Oct 2007 – Oct 2012
4.85%
Dec 2006 – Dec 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLSGX (LARGECAP GROWTH FUND R-1) 21.53%
Feb 2009 – Feb 2012
20.84%
Feb 2009 – Feb 2014
13.99%
Feb 2009 – Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return