Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVSX (LARGECAP VALUE FUND R-4) | NA | -34.38% | -7.98% | -1.97% | 5.40% | 3.61% | NA | … | … |
Data as of 10/16/2018, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVSX (LARGECAP VALUE FUND R-4) | 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 (%) | -39.40 | -34.38 | -7.98 | -1.97 | 5.40 | 3.61 | NA | … | … | -37.60 | 16.17 | 7.74 | -1.33 | 10.99 | 30.63 | 18.35 | 0.97 | 13.91 | 15.27 | -35.55 | -0.10 | 19.59 | 6.35 | 12.09 | 25.00 | -13.25 | -7.54 | 4.50 |
| Sharpe Ratio | NA | -0.71 | -0.28 | -0.09 | 0.21 | NA | NA | … | … | -0.83 | 1.83 | 0.56 | -0.09 | 0.88 | 2.47 | 1.36 | 0.04 | 0.69 | 0.52 | -0.87 | -0.19 | 1.58 | 0.36 | 0.96 | 1.58 | -0.64 | -0.65 | NA |
| Standard Deviation(%) | NA | 49.79 | 30.30 | 25.04 | 24.75 | NA | NA | … | … | 55.61 | 8.52 | 13.39 | 15.80 | 12.40 | 12.41 | 13.54 | 25.44 | 20.00 | 29.16 | 41.60 | 16.94 | 10.35 | 11.47 | 11.61 | 15.38 | 22.44 | 15.43 | NA |
| Draw Down(%) | NA | 41.98 | 41.98 | 41.98 | 41.98 | NA | NA | … | … | 41.98 | 4.42 | 11.34 | 12.91 | 9.46 | 6.92 | 11.30 | 22.23 | 18.31 | 30.01 | 46.49 | 12.30 | 7.98 | 7.35 | 8.93 | 12.73 | 28.32 | 20.46 | NA |
| Yield(%) | 0.00 | 22.29 | 11.96 | 10.96 | 10.36 | 7.45 | 5.52 | … | … | 0.00 | 24.44 | 4.51 | 8.54 | 11.96 | 11.70 | 2.06 | 1.05 | 1.12 | 1.88 | 1.57 | 9.54 | 6.76 | 3.60 | 5.01 | 0.98 | 0.57 | 0.66 | 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 |
|---|---|---|---|---|
| PLVSX (LARGECAP VALUE FUND R-4) |
-16.68%
Feb 2006 – Feb 2009 |
-6.96%
Feb 2004 – Feb 2009 |
2.15%
Jan 2001 – Jan 2011 |
4.54%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVSX (LARGECAP VALUE FUND R-4) |
23.09%
Sep 2011 – Sep 2014 |
21.32%
Feb 2009 – Feb 2014 |
8.59%
Sep 2008 – Sep 2018 |
8.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart