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
PPFWX NA -11.91% -8.20% 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
PPFWX 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 -11.91 -8.20 NA NA NA NA -3.30 -11.18 -11.12 -6.41 1.49
Sharpe Ratio NA -1.31 -0.91 NA NA NA NA -0.78 -0.95 -1.30 -0.63 0.95
Standard Deviation(%) NA 9.11 10.53 NA NA NA NA 10.46 11.94 9.64 12.28 5.01
Draw Down(%) NA 17.52 28.98 NA NA NA NA 9.29 25.26 18.48 11.11 2.06
Yield(%) 0.00 0.00 1.56 1.04 0.52 0.35 0.26 0.00 0.00 2.71 2.09 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
PPFWX (PPFWX) -9.17%
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
PPFWX (PPFWX) -7.53%
Feb 2018 – Feb 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return