Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLUCX (LARGECAP VALUE FUND CLASS C) | NA | -35.20% | -8.90% | -2.91% | 4.45% | NA | NA | … | … |
Data as of 10/16/2018, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUCX (LARGECAP VALUE FUND CLASS C) | 01/19/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -39.63 | -35.20 | -8.90 | -2.91 | 4.45 | NA | NA | … | … | -38.32 | 15.18 | 6.91 | -2.28 | 10.52 | 28.77 | 17.20 | 0.11 | 13.29 | 14.21 | -36.04 | -1.20 |
| Sharpe Ratio | NA | -0.73 | -0.31 | -0.13 | 0.17 | NA | NA | … | … | -0.84 | 1.80 | 0.50 | -0.15 | 0.86 | 2.31 | 1.28 | 0.00 | 0.66 | 0.48 | -0.89 | -0.25 |
| Standard Deviation(%) | NA | 50.14 | 30.48 | 25.15 | 24.82 | NA | NA | … | … | 56.08 | 8.10 | 13.32 | 15.78 | 12.25 | 12.42 | 13.51 | 25.44 | 20.02 | 29.27 | 41.59 | 17.38 |
| Draw Down(%) | NA | 42.57 | 42.57 | 42.57 | 42.57 | NA | NA | … | … | 42.57 | 4.48 | 11.38 | 13.02 | 9.51 | 6.95 | 11.50 | 22.57 | 18.15 | 30.16 | 46.82 | 12.64 |
| Yield(%) | 0.00 | 22.09 | 11.41 | 10.38 | 9.39 | 4.33 | 3.25 | … | … | 0.00 | 24.05 | 3.72 | 7.79 | 11.21 | 11.20 | 1.14 | 0.21 | 0.65 | 1.02 | 1.21 | 8.64 |
Data as of 10/16/2018, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUCX (LARGECAP VALUE FUND CLASS C) |
-13.74%
Jun 2007 – Jun 2010 |
-4.61%
May 2007 – May 2012 |
3.17%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUCX (LARGECAP VALUE FUND CLASS C) |
21.93%
Sep 2011 – Sep 2014 |
20.31%
Feb 2009 – Feb 2014 |
7.66%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart