Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVMX (LARGECAP VALUE FUND R-3) | NA | -34.22% | -8.04% | -2.08% | 5.25% | 3.45% | NA | … | … |
Data as of 10/16/2018, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVMX (LARGECAP VALUE FUND R-3) | 12/21/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -39.17 | -34.22 | -8.04 | -2.08 | 5.25 | 3.45 | NA | … | … | -37.48 | 15.93 | 7.65 | -1.51 | 10.70 | 30.50 | 18.11 | 0.81 | 13.69 | 15.01 | -35.67 | -0.35 | 19.36 | 6.16 | 12.07 | 24.77 | -13.32 | -7.73 | 4.40 |
| Sharpe Ratio | NA | -0.72 | -0.29 | -0.10 | 0.20 | NA | NA | … | … | -0.83 | 1.82 | 0.55 | -0.10 | 0.86 | 2.44 | 1.34 | 0.03 | 0.68 | 0.51 | -0.87 | -0.20 | 1.56 | 0.35 | 0.95 | 1.56 | -0.64 | -0.66 | NA |
| Standard Deviation(%) | NA | 49.42 | 30.11 | 24.89 | 24.73 | NA | NA | … | … | 55.22 | 8.42 | 13.41 | 15.79 | 12.42 | 12.50 | 13.56 | 25.50 | 20.02 | 29.28 | 41.79 | 16.96 | 10.34 | 11.45 | 11.76 | 15.38 | 22.52 | 15.40 | NA |
| Draw Down(%) | NA | 41.85 | 41.85 | 41.85 | 41.85 | NA | NA | … | … | 41.85 | 4.42 | 11.32 | 12.97 | 9.44 | 6.90 | 11.27 | 22.44 | 18.33 | 30.15 | 46.53 | 12.38 | 7.98 | 7.44 | 9.01 | 12.84 | 28.44 | 20.48 | NA |
| Yield(%) | 0.00 | 22.18 | 11.83 | 10.82 | 10.14 | 7.28 | 5.37 | … | … | 0.00 | 24.27 | 4.43 | 8.36 | 11.85 | 11.53 | 1.88 | 0.89 | 0.42 | 1.76 | 1.41 | 9.37 | 6.55 | 3.41 | 5.00 | 0.76 | 0.40 | 0.48 | 0.12 |
Data as of 10/16/2018, 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 |
|---|---|---|---|---|
| PLVMX (LARGECAP VALUE FUND R-3) |
-16.85%
Feb 2006 – Feb 2009 |
-7.14%
Feb 2004 – Feb 2009 |
1.98%
Jan 2001 – Jan 2011 |
4.36%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVMX (LARGECAP VALUE FUND R-3) |
22.87%
Sep 2011 – Sep 2014 |
21.08%
Feb 2009 – Feb 2014 |
8.39%
Sep 2008 – Sep 2018 |
8.39%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart