Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPLJX (LARGECAP GROWTH FUND II CLASS J) | NA | -11.92% | -0.24% | 5.86% | 3.75% | NA | NA | … | … |
Data as of 09/29/2017, Common starting date is 03/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPLJX (LARGECAP GROWTH FUND II CLASS J) | 03/26/2004 | 09/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.89 | -11.92 | -0.24 | 5.86 | 3.75 | NA | NA | … | … | -12.96 | 4.97 | 3.03 | 11.22 | 29.53 | 13.62 | 0.48 | 13.22 | 33.33 | -38.25 | 17.40 | 6.91 | 4.00 | 6.92 |
| Sharpe Ratio | NA | -0.40 | -0.02 | 0.32 | 0.17 | NA | NA | … | … | -0.50 | 0.38 | 0.20 | 0.90 | 2.61 | 1.03 | 0.02 | 0.76 | 1.34 | -1.03 | 0.88 | 0.31 | 0.17 | 0.67 |
| Standard Deviation(%) | NA | 30.96 | 21.49 | 18.19 | 21.91 | NA | NA | … | … | 35.45 | 12.63 | 15.35 | 12.45 | 11.30 | 13.29 | 23.32 | 17.18 | 24.73 | 38.03 | 16.35 | 11.84 | 10.52 | 12.02 |
| Draw Down(%) | NA | 25.98 | 25.98 | 25.98 | 50.30 | NA | NA | … | … | 25.98 | 10.08 | 11.56 | 8.00 | 6.46 | 9.87 | 18.76 | 14.82 | 21.36 | 47.38 | 9.00 | 10.05 | 6.86 | 9.37 |
| Yield(%) | 0.00 | 4.41 | 14.10 | 12.72 | 7.44 | 7.01 | 5.26 | … | … | 0.00 | 4.65 | 15.93 | 28.49 | 11.28 | 2.41 | 9.17 | 1.48 | 0.00 | 0.00 | 11.88 | 9.02 | 1.18 | 0.00 |
Data as of 09/29/2017, Common starting date is 03/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLJX (LARGECAP GROWTH FUND II CLASS J) |
-12.30%
Feb 2006 – Feb 2009 |
-1.84%
Apr 2004 – Apr 2009 |
6.31%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLJX (LARGECAP GROWTH FUND II CLASS J) |
23.64%
Feb 2009 – Feb 2012 |
20.68%
Feb 2009 – Feb 2014 |
8.03%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart