Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPFIX (Princeton Premium Fund Cl I) | 0.75% | 5.30% | 5.10% | 5.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPFIX (Princeton Premium Fund Cl I) | 11/17/2016 | 06/04/2026 |
| 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 (%) | 0.08 | 5.30 | 5.10 | 5.04 | NA | NA | NA | … | … | 0.75 | 7.45 | 2.66 | 7.53 | 1.84 | 14.93 | 3.32 | 8.75 | -5.38 | 10.12 | -0.40 |
| Sharpe Ratio | NA | 1.98 | 0.54 | 0.69 | NA | NA | NA | … | … | -0.35 | 1.32 | -0.20 | 3.05 | 0.08 | 2.11 | 0.23 | 1.50 | -0.53 | 4.48 | -0.89 |
| Standard Deviation(%) | NA | 1.38 | 3.49 | 3.75 | NA | NA | NA | … | … | 1.89 | 3.49 | 4.74 | 1.28 | 5.12 | 7.07 | 13.40 | 4.87 | 12.93 | 2.12 | 4.25 |
| Draw Down(%) | NA | 1.07 | 3.36 | 3.40 | NA | NA | NA | … | … | 1.07 | 2.77 | 3.36 | 0.58 | 3.40 | 4.31 | 15.64 | 3.63 | 11.41 | 1.00 | 2.09 |
| Yield(%) | 0.00 | 4.62 | 5.27 | 5.14 | 3.59 | 2.40 | 1.80 | … | … | 0.00 | 5.72 | 4.58 | 6.91 | 1.92 | 7.68 | 0.45 | 0.26 | 0.87 | 2.87 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PPFIX (Princeton Premium Fund Cl I) |
0.00%
Apr 2017 – Apr 2020 |
4.47%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPFIX (Princeton Premium Fund Cl I) |
10.57%
Mar 2020 – Mar 2023 |
8.49%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart