Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPMFX | NA | -12.12% | -8.11% | 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 |
|---|---|---|
| PPMFX | 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 | -12.12 | -8.11 | NA | NA | NA | NA | … | … | -3.67 | -11.05 | -11.24 | -6.17 | 1.49 |
| Sharpe Ratio | NA | -1.29 | -0.89 | NA | NA | NA | NA | … | … | -0.81 | -0.94 | -1.29 | -0.59 | 0.95 |
| Standard Deviation(%) | NA | 9.40 | 10.63 | NA | NA | NA | NA | … | … | 11.11 | 11.93 | 9.82 | 12.78 | 4.98 |
| Draw Down(%) | NA | 17.80 | 29.01 | NA | NA | NA | NA | … | … | 9.62 | 25.13 | 18.76 | 11.51 | 2.05 |
| Yield(%) | 0.00 | 0.00 | 1.72 | 1.13 | 0.57 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 2.96 | 2.33 | 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 |
|---|---|---|---|---|
| PPMFX (PPMFX) |
-9.07%
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 |
|---|---|---|---|---|
| PPMFX (PPMFX) |
-7.32%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart