Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMODX (OPPORTUNISTIC MUNICIPAL FUND CLASS C) | NA | 1.35% | 2.58% | 5.45% | NA | NA | NA | … | … |
Data as of 01/11/2019, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMODX (OPPORTUNISTIC MUNICIPAL FUND CLASS C) | 06/18/2012 | 01/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 1.35 | 2.58 | 5.45 | NA | NA | NA | … | … | 0.19 | -0.79 | 9.31 | -1.26 | 5.41 | 15.31 | -8.47 | 6.38 |
| Sharpe Ratio | NA | 0.00 | 0.64 | 1.89 | NA | NA | NA | … | … | 1.80 | -1.06 | 3.49 | -0.39 | 2.38 | 6.94 | -1.51 | 4.18 |
| Standard Deviation(%) | NA | 2.07 | 2.87 | 2.65 | NA | NA | NA | … | … | 2.53 | 1.99 | 2.50 | 3.76 | 2.26 | 2.20 | 5.65 | 2.93 |
| Draw Down(%) | NA | 2.04 | 9.26 | 9.26 | NA | NA | NA | … | … | 0.38 | 2.64 | 1.21 | 9.26 | 1.69 | 0.96 | 14.40 | 2.71 |
| Yield(%) | 0.00 | 3.10 | 2.83 | 3.35 | 2.10 | 1.40 | 1.05 | … | … | 0.00 | 3.08 | 3.06 | 2.44 | 3.07 | 3.84 | 3.28 | 1.95 |
Data as of 01/11/2019, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMODX (OPPORTUNISTIC MUNICIPAL FUND CLASS C) |
2.45%
Nov 2012 – Nov 2015 |
2.84%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMODX (OPPORTUNISTIC MUNICIPAL FUND CLASS C) |
10.00%
Aug 2013 – Aug 2016 |
6.26%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart