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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PPM (Investment Grade Municipal Income Fund) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA -100.00%
Data as of 03/30/2015, AR inception is 08/18/1995
More Performance Analytics Comparison
Name Start Date End Date
PPM (Investment Grade Municipal Income Fund) 08/18/1995 03/30/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 5.06 51.64 -18.12 -0.88 12.34 3.52 -4.28 10.51 7.04 13.21 23.24 -8.67 16.77 30.46 16.35 14.79
Sharpe Ratio NA 2.68 0.33 0.40 0.49 NA NA 0.44 5.00 3.45 -0.64 -0.48 1.23 0.24 -0.50 1.21 0.65 1.06 1.73 -1.12 1.50 -2.31 0.93 3.09
Standard Deviation(%) NA 9.70 20.23 16.49 13.71 NA NA 12.60 3.13 14.94 29.50 8.22 7.37 5.60 10.36 8.09 9.09 10.47 11.12 10.58 8.95 10.68 13.67 13.67
Draw Down(%) NA 7.07 36.80 36.80 36.80 NA NA 36.80 1.77 9.16 36.80 9.22 4.39 5.46 16.14 7.32 7.39 5.24 7.25 13.50 4.83 2.83 6.48 3.58
Yield(%) 0.00 166.67 86.11 0.68 3.54 5.25 7.64 8.04 2.05 8.28 5.11 5.48 5.55 8.18 6.67 9.58 7.37 5.97 8.58 6.22 6.72 8.43 9.09 3.19
Data as of 03/30/2015, AR inception is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPM (Investment Grade Municipal Income Fund) -100.00%
Oct 2011 - Oct 2014
-100.00%
Oct 2009 - Oct 2014
-100.00%
Oct 2004 - Oct 2014
-100.00%
Oct 1999 - Oct 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPM (Investment Grade Municipal Income Fund) 23.71%
Sep 1995 - Sep 1998
16.27%
May 1996 - May 2001
11.23%
Sep 1995 - Sep 2005
-0.77%
Sep 1995 - Sep 2010
Annualized Rolling Returns Comparison Chart