Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPFAX (Princeton Premium Fund Cl A) | 0.59% | 5.08% | 4.85% | 4.82% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPFAX (Princeton Premium Fund Cl A) | 11/17/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.08 | 4.85 | 4.82 | NA | NA | NA | … | … | 0.59 | 2.79 | 2.35 | 7.32 | 1.44 | 14.74 | 2.97 | 8.60 | -5.68 | 9.82 | -0.40 |
| Sharpe Ratio | NA | 1.85 | 0.41 | 0.58 | NA | NA | NA | … | … | -0.59 | -0.02 | -0.23 | 2.92 | 0.00 | 2.08 | 0.20 | 1.47 | -0.55 | 4.43 | -0.92 |
| Standard Deviation(%) | NA | 1.36 | 3.90 | 3.99 | NA | NA | NA | … | … | 1.80 | 4.50 | 5.60 | 1.27 | 5.16 | 7.09 | 13.42 | 4.86 | 12.99 | 2.08 | 4.09 |
| Draw Down(%) | NA | 1.08 | 4.49 | 4.49 | NA | NA | NA | … | … | 1.08 | 2.89 | 4.49 | 0.59 | 3.45 | 4.36 | 15.60 | 3.66 | 11.44 | 0.91 | 2.09 |
| Yield(%) | 0.00 | 4.23 | 4.88 | 4.91 | 3.41 | 2.27 | 1.71 | … | … | 0.00 | 5.28 | 3.88 | 6.77 | 1.95 | 7.76 | 0.45 | 0.26 | 0.87 | 2.87 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPFAX (Princeton Premium Fund Cl A) |
-0.23%
Apr 2017 – Apr 2020 |
4.19%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPFAX (Princeton Premium Fund Cl A) |
10.26%
Feb 2020 – Feb 2023 |
8.21%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart