Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLVNX (LARGECAP VALUE FUND R-2) NA -34.18% -8.11% -2.21% 5.10% 3.28% NA
Data as of 10/16/2018, Common starting date is 12/21/2000
More Performance Analytics Comparison
Name Start Date End Date
PLVNX (LARGECAP VALUE FUND R-2) 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 (%) -38.99 -34.18 -8.11 -2.21 5.10 3.28 NA -37.36 15.73 7.42 -1.76 10.56 30.21 17.85 0.65 13.49 14.83 -35.74 -0.52 19.10 6.06 11.70 25.14 -13.57 -7.80 4.40
Sharpe Ratio NA -0.72 -0.29 -0.10 0.20 NA NA -0.83 1.83 0.54 -0.11 0.85 2.42 1.33 0.02 0.67 0.50 -0.88 -0.21 1.53 0.34 0.92 1.58 -0.65 -0.67 NA
Standard Deviation(%) NA 49.13 29.93 24.76 24.64 NA NA 54.91 8.28 13.37 15.78 12.37 12.47 13.49 25.48 20.01 29.32 41.64 17.08 10.37 11.57 11.69 15.47 22.43 15.41 NA
Draw Down(%) NA 41.72 41.72 41.72 41.72 NA NA 41.72 4.40 11.35 13.03 9.50 6.89 11.34 22.36 18.36 30.16 46.59 12.44 7.97 7.42 9.07 12.84 28.44 20.50 NA
Yield(%) 0.00 21.90 11.58 10.61 9.86 7.05 5.21 0.00 23.93 4.21 8.00 11.61 11.40 1.56 0.53 0.64 1.50 1.24 9.17 6.32 3.22 4.95 0.54 0.25 0.31 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
PLVNX (LARGECAP VALUE FUND R-2) -16.98%
Feb 2006 – Feb 2009
-7.29%
Feb 2004 – Feb 2009
1.84%
Jan 2001 – Jan 2011
4.21%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLVNX (LARGECAP VALUE FUND R-2) 22.63%
Sep 2011 – Sep 2014
20.87%
Feb 2009 – Feb 2014
8.20%
Sep 2008 – Sep 2018
8.23%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return