Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) | 4.90% | 10.44% | 8.13% | 9.45% | 6.99% | 9.34% | 5.71% | 7.26% |
Data as of 07/11/2025, AR inception is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) | 10/01/2002 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 10.44 | 8.13 | 9.45 | 6.99 | 9.34 | 5.71 | 7.26 | 4.90 | 5.39 | 7.81 | -12.79 | 14.14 | 2.94 | 26.05 | -6.33 | 16.53 | 12.78 | -2.20 | 11.96 | 30.97 | 15.46 | -3.47 | 12.25 | 18.45 | -41.19 | -4.29 | 20.99 | 4.48 | 12.41 | 25.52 | 6.55 |
| Sharpe Ratio | NA | 0.44 | 0.30 | 0.44 | 0.32 | NA | NA | 0.30 | 0.33 | -0.09 | 0.28 | -0.64 | 0.83 | 0.08 | 2.20 | -0.51 | 2.31 | 0.92 | -0.14 | 1.04 | 2.80 | 1.17 | -0.14 | 0.63 | 0.63 | -0.96 | -0.44 | 1.87 | 0.22 | 1.00 | 1.58 | 1.03 |
| Standard Deviation(%) | NA | 16.40 | 15.69 | 16.66 | 17.72 | NA | NA | 19.30 | 19.66 | 12.75 | 12.72 | 22.06 | 16.93 | 33.85 | 11.19 | 15.03 | 6.91 | 13.59 | 15.73 | 11.50 | 11.05 | 13.31 | 25.18 | 19.44 | 29.10 | 43.71 | 16.76 | 9.54 | 10.50 | 11.44 | 15.76 | 27.18 |
| Draw Down(%) | NA | 16.46 | 16.77 | 24.25 | 38.57 | NA | NA | 62.95 | 15.06 | 13.56 | 10.49 | 17.52 | 11.77 | 38.57 | 5.79 | 17.82 | 3.52 | 10.54 | 12.89 | 8.26 | 5.24 | 10.83 | 23.87 | 17.64 | 30.49 | 52.49 | 15.56 | 7.55 | 6.91 | 8.83 | 15.04 | 10.99 |
| Yield(%) | 0.00 | 8.15 | 3.94 | 3.39 | 4.93 | 6.59 | 4.23 | 5.93 | 0.00 | 8.81 | 1.40 | 1.24 | 0.84 | 1.31 | 7.46 | 9.16 | 7.18 | 4.69 | 7.13 | 2.42 | 0.31 | 2.16 | 1.25 | 0.99 | 1.25 | 1.18 | 7.47 | 6.26 | 4.47 | 2.27 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) |
-20.00%
Feb 2006 - Feb 2009 |
-9.81%
Feb 2004 - Feb 2009 |
2.71%
May 2007 - May 2017 |
3.73%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) |
22.06%
Sep 2011 - Sep 2014 |
20.18%
Feb 2009 - Feb 2014 |
13.89%
Feb 2009 - Feb 2019 |
11.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart