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
PLSVX (LARGECAP VALUE FUND R-1) NA -34.28% -8.22% -2.32% 5.11% NA NA
Data as of 10/16/2018, Common starting date is 12/22/2004
More Performance Analytics Comparison
Name Start Date End Date
PLSVX (LARGECAP VALUE FUND R-1) 12/22/2004 10/16/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -38.97 -34.28 -8.22 -2.32 5.11 NA NA -37.44 15.56 7.29 -1.82 10.92 29.44 17.76 0.56 15.03 14.61 -35.87 -0.63 18.93 3.32 0.14
Sharpe Ratio NA -0.72 -0.29 -0.11 0.20 NA NA -0.83 1.80 0.53 -0.12 0.90 2.37 1.31 0.02 0.74 0.50 -0.88 -0.22 1.51 0.10 0.62
Standard Deviation(%) NA 49.22 29.99 24.78 24.65 NA NA 55.02 8.34 13.34 15.74 12.18 12.40 13.62 25.49 20.09 29.27 41.62 16.98 10.36 11.77 7.03
Draw Down(%) NA 41.90 41.90 41.90 41.90 NA NA 41.90 4.41 11.39 12.99 9.46 6.91 11.37 22.41 18.40 30.16 46.72 12.51 8.05 7.42 0.54
Yield(%) 0.00 21.95 11.53 10.54 9.89 5.77 4.33 0.00 23.98 3.97 8.03 11.45 11.20 1.42 0.54 2.07 1.55 1.16 9.06 6.16 0.43 1.12
Data as of 10/16/2018, 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
PLSVX (LARGECAP VALUE FUND R-1) -17.10%
Feb 2006 – Feb 2009
-4.45%
Sep 2006 – Sep 2011
3.71%
May 2007 – May 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLSVX (LARGECAP VALUE FUND R-1) 22.52%
Sep 2011 – Sep 2014
21.07%
Feb 2009 – Feb 2014
8.22%
Sep 2008 – Sep 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return