Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PPFLX NA -11.98% -8.51% NA NA NA NA
Data as of 05/26/2021, Common starting date is 09/21/2017
More Performance Analytics Comparison
Name Start Date End Date
PPFLX 09/21/2017 05/26/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 -11.98 -8.51 NA NA NA NA -3.16 -11.62 -10.29 -7.76 1.29
Sharpe Ratio NA -1.35 -0.94 NA NA NA NA -0.77 -0.99 -1.25 -0.76 0.79
Standard Deviation(%) NA 8.92 10.52 NA NA NA NA 10.06 11.98 9.33 12.00 5.06
Draw Down(%) NA 17.55 29.22 NA NA NA NA 8.99 25.58 17.45 11.79 2.06
Yield(%) 0.00 0.00 1.45 0.97 0.48 0.32 0.24 0.00 0.00 2.09 2.33 0.59
Data as of 05/26/2021, Common starting date is 09/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPFLX (PPFLX) -9.49%
Mar 2018 – Mar 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPFLX (PPFLX) -8.00%
Feb 2018 – Feb 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return