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
PPFRX NA -12.34% -8.05% 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
PPFRX 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 -12.34 -8.05 NA NA NA NA -4.05 -10.81 -11.57 -5.92 1.59
Sharpe Ratio NA -1.28 -0.88 NA NA NA NA -0.84 -0.92 -1.29 -0.54 1.02
Standard Deviation(%) NA 9.67 10.69 NA NA NA NA 11.74 11.92 10.05 13.38 5.02
Draw Down(%) NA 18.10 29.14 NA NA NA NA 10.20 25.00 19.13 11.81 2.05
Yield(%) 0.00 0.00 1.87 1.23 0.61 0.41 0.31 0.00 0.00 3.20 2.56 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
PPFRX (PPFRX) -9.02%
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
PPFRX (PPFRX) -7.06%
Feb 2018 – Feb 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return