Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) | 8.95% | 21.06% | 15.14% | 5.04% | 8.72% | 9.19% | 6.17% | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVJX (LARGECAP VALUE FUND III CLASS J) | 10/01/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 21.06 | 15.14 | 5.04 | 8.72 | 9.19 | 6.17 | … | … | 8.95 | 10.63 | 14.30 | 9.67 | -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 | 1.61 | 0.94 | 0.16 | 0.41 | NA | NA | … | … | 1.59 | 0.49 | 1.00 | 0.49 | -0.65 | 0.83 | 0.08 | 2.20 | -0.52 | 2.31 | 0.92 | -0.14 | 1.04 | 2.80 | 1.17 | -0.14 | 0.63 | 0.63 | -0.96 | -0.45 | 1.85 | 0.21 | 1.00 | 1.57 | 1.03 |
| Standard Deviation(%) | NA | 11.27 | 12.92 | 15.91 | 17.26 | NA | NA | … | … | 12.49 | 15.93 | 10.67 | 12.38 | 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 | 7.94 | 16.46 | 24.25 | 38.57 | NA | NA | … | … | 7.94 | 15.06 | 6.92 | 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 | 19.81 | 11.71 | 6.14 | 7.28 | 8.07 | 5.34 | … | … | 0.00 | 19.78 | 8.81 | 3.25 | 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 06/05/2026, Common starting date 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 |
11.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart