Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPLAX (STOCKSPLUS FUND ADMINISTRATIVE) | NA | 20.07% | 19.74% | 16.12% | 15.05% | 10.68% | 9.33% | … | … |
Data as of 03/18/2022, Common starting date is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPLAX (STOCKSPLUS FUND ADMINISTRATIVE) | 03/24/1997 | 03/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.07 | 20.07 | 19.74 | 16.12 | 15.05 | 10.68 | 9.33 | … | … | -2.11 | 27.95 | 18.26 | 32.33 | -5.90 | 21.58 | 12.74 | 0.00 | 13.84 | 32.82 | 21.09 | 1.37 | 18.41 | 41.58 | -45.46 | 6.04 | 14.57 | 2.90 | 10.28 | 29.06 | -20.13 | -11.96 | -8.51 | 19.63 | 17.06 | 14.26 |
| Sharpe Ratio | NA | 1.28 | 0.82 | 0.76 | 0.87 | NA | NA | … | … | -0.39 | 2.13 | 0.51 | 2.42 | -0.43 | 3.12 | 0.93 | 0.00 | 1.24 | 2.94 | 1.61 | 0.05 | 1.00 | 1.50 | -1.02 | 0.18 | 1.12 | 0.06 | 0.84 | 1.64 | -0.84 | -0.68 | -0.56 | 0.90 | 0.57 | 0.67 |
| Standard Deviation(%) | NA | 15.68 | 23.43 | 20.10 | 16.92 | NA | NA | … | … | 25.28 | 13.12 | 34.99 | 12.73 | 17.14 | 6.75 | 13.41 | 15.80 | 11.17 | 11.14 | 13.14 | 24.42 | 18.39 | 27.73 | 45.61 | 16.17 | 10.04 | 10.20 | 11.11 | 17.23 | 25.32 | 21.46 | 22.53 | 18.14 | 23.70 | 22.61 |
| Draw Down(%) | NA | 13.62 | 36.34 | 36.34 | 36.34 | NA | NA | … | … | 13.62 | 5.23 | 36.34 | 6.62 | 20.14 | 2.66 | 11.61 | 12.67 | 7.54 | 6.52 | 9.35 | 21.55 | 15.89 | 32.47 | 56.31 | 9.78 | 7.86 | 6.97 | 7.99 | 12.91 | 32.47 | 29.01 | 16.49 | 12.03 | 20.20 | 11.48 |
| Yield(%) | 0.00 | 15.22 | 13.01 | 12.14 | 12.61 | 8.46 | 7.69 | … | … | 0.19 | 17.45 | 4.63 | 17.92 | 17.13 | 1.45 | 1.07 | 10.20 | 18.57 | 14.57 | 12.75 | 10.32 | 11.51 | 0.00 | 7.34 | 4.67 | 4.30 | 2.01 | 7.21 | 5.29 | 2.14 | 1.30 | 9.20 | 18.17 | 7.03 | 11.61 |
Data as of 03/18/2022, Common starting date is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLAX (STOCKSPLUS FUND ADMINISTRATIVE) |
-19.02%
Feb 2006 – Feb 2009 |
-9.72%
Feb 2004 – Feb 2009 |
-4.73%
Feb 1999 – Feb 2009 |
3.22%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLAX (STOCKSPLUS FUND ADMINISTRATIVE) |
31.54%
Feb 2009 – Feb 2012 |
27.47%
Feb 2009 – Feb 2014 |
18.48%
Feb 2009 – Feb 2019 |
11.02%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart