Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/16/2018.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PLVPX (LARGECAP VALUE FUND R-5) | NA | -33.82% | -7.64% | -1.72% | 5.60% | 3.78% | NA | 3.31% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PLVPX (LARGECAP VALUE FUND R-5) | 12/21/2000 | 10/16/2018 |
The return data shown below all have the same latest date: 10/16/2018.
AR inception is since 12/21/2000.
AR inception is since 12/21/2000.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -38.97 | -33.82 | -7.64 | -1.72 | 5.60 | 3.78 | NA | 3.31 | -37.12 | 16.32 | 7.94 | -1.24 | 11.00 | 30.86 | 18.51 | 1.17 | 13.94 | 15.35 | -35.45 | 0.01 | 19.71 | 6.55 | 12.15 | 25.63 | -13.15 | -7.45 | 4.50 |
Sharpe Ratio | NA | -0.71 | -0.28 | -0.08 | 0.22 | NA | NA | 0.10 | -0.83 | 1.84 | 0.58 | -0.08 | 0.88 | 2.49 | 1.37 | 0.04 | 0.69 | 0.52 | -0.87 | -0.18 | 1.58 | 0.38 | 0.96 | 1.62 | -0.63 | -0.64 | NA |
Standard Deviation(%) | NA | 49.21 | 29.98 | 24.81 | 24.65 | NA | NA | 22.09 | 54.94 | 8.56 | 13.35 | 15.83 | 12.44 | 12.39 | 13.56 | 25.47 | 20.05 | 29.30 | 41.54 | 17.04 | 10.40 | 11.46 | 11.70 | 15.39 | 22.51 | 15.46 | NA |
Draw Down(%) | NA | 41.61 | 41.61 | 41.61 | 41.61 | NA | NA | 57.43 | 41.61 | 4.38 | 11.31 | 12.87 | 9.44 | 6.80 | 11.30 | 22.25 | 18.28 | 30.08 | 46.39 | 12.29 | 7.93 | 7.40 | 8.90 | 12.73 | 28.39 | 20.44 | NA |
Yield(%) | 0.00 | 22.18 | 11.98 | 10.98 | 10.46 | 7.55 | 5.63 | 6.62 | 0.00 | 24.33 | 4.66 | 8.56 | 11.98 | 11.68 | 2.34 | 1.14 | 1.24 | 1.91 | 1.62 | 9.59 | 6.86 | 3.72 | 5.00 | 1.13 | 0.67 | 0.76 | 0.12 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PLVPX (LARGECAP VALUE FUND R-5) |
-16.56%
Feb 2006 - Feb 2009 |
-6.84%
Feb 2004 - Feb 2009 |
2.31%
Jan 2001 - Jan 2011 |
4.69%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PLVPX (LARGECAP VALUE FUND R-5) |
23.23%
Sep 2011 - Sep 2014 |
21.44%
Feb 2009 - Feb 2014 |
8.71%
Sep 2008 - Sep 2018 |
8.73%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart