Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVIX (LARGECAP VALUE FUND III INSTITUTIONAL CLASS) | 10.67% | 22.98% | 16.00% | 5.61% | 9.23% | 9.68% | 6.69% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVIX (LARGECAP VALUE FUND III INSTITUTIONAL CLASS) | 12/21/2000 | 06/04/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 22.98 | 16.00 | 5.61 | 9.23 | 9.68 | 6.69 | … | … | 10.67 | 10.94 | 14.52 | 9.96 | -12.38 | 14.70 | 3.20 | 26.50 | -6.01 | 16.85 | 13.17 | -1.86 | 12.39 | 31.56 | 15.91 | -2.92 | 13.01 | 19.07 | -40.81 | -3.75 | 21.91 | 5.35 | 13.32 | 25.65 | -14.45 | 5.15 | 4.55 |
| Sharpe Ratio | NA | 1.63 | 0.96 | 0.18 | 0.43 | NA | NA | … | … | 1.60 | 0.51 | 1.02 | 0.51 | -0.63 | 0.87 | 0.09 | 2.23 | -0.49 | 2.32 | 0.96 | -0.12 | 1.07 | 2.83 | 1.21 | -0.12 | 0.67 | 0.65 | -0.95 | -0.41 | 1.95 | 0.29 | 1.08 | 1.58 | -0.65 | 0.18 | NA |
| Standard Deviation(%) | NA | 11.29 | 12.93 | 15.89 | 17.24 | NA | NA | … | … | 12.50 | 15.94 | 10.65 | 12.45 | 21.96 | 16.90 | 33.74 | 11.23 | 15.04 | 7.00 | 13.56 | 15.73 | 11.62 | 11.16 | 13.21 | 25.12 | 19.41 | 29.29 | 43.86 | 16.82 | 9.53 | 10.49 | 11.41 | 15.78 | 23.97 | 15.09 | NA |
| Draw Down(%) | NA | 7.94 | 16.34 | 23.69 | 38.51 | NA | NA | … | … | 7.94 | 15.03 | 6.86 | 10.49 | 17.32 | 11.61 | 38.51 | 5.77 | 17.79 | 3.54 | 10.50 | 12.85 | 8.22 | 5.19 | 10.81 | 23.77 | 17.63 | 30.47 | 52.28 | 15.30 | 7.47 | 6.84 | 8.66 | 14.86 | 32.01 | 15.39 | NA |
| Yield(%) | 0.00 | 19.55 | 11.73 | 6.23 | 7.52 | 8.45 | 5.67 | … | … | 0.00 | 19.57 | 8.85 | 3.49 | 1.44 | 1.13 | 1.58 | 7.74 | 9.35 | 7.42 | 4.96 | 7.43 | 2.81 | 0.80 | 2.76 | 1.75 | 1.61 | 1.89 | 1.68 | 7.96 | 7.00 | 5.19 | 2.35 | 0.00 | 0.00 | 0.57 | 0.26 |
Data as of 06/04/2026, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVIX (LARGECAP VALUE FUND III INSTITUTIONAL CLASS) |
-19.50%
Feb 2006 – Feb 2009 |
-9.17%
Feb 2004 – Feb 2009 |
1.07%
Sep 2001 – Sep 2011 |
4.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVIX (LARGECAP VALUE FUND III INSTITUTIONAL CLASS) |
22.59%
Sep 2011 – Sep 2014 |
20.80%
Feb 2009 – Feb 2014 |
14.37%
Feb 2009 – Feb 2019 |
11.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart