Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPMRX | NA | 10.44% | -2.14% | 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 |
|---|---|---|
| PPMRX | 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 | 10.44 | -2.14 | NA | NA | NA | NA | … | … | 5.79 | -2.35 | -7.40 | -6.79 | -1.20 |
| Sharpe Ratio | NA | 1.24 | -0.41 | NA | NA | NA | NA | … | … | 1.64 | -0.29 | -1.50 | -1.13 | -1.06 |
| Standard Deviation(%) | NA | 8.41 | 7.90 | NA | NA | NA | NA | … | … | 9.30 | 8.91 | 5.88 | 7.17 | 4.85 |
| Draw Down(%) | NA | 5.10 | 20.48 | NA | NA | NA | NA | … | … | 3.38 | 11.15 | 8.98 | 12.73 | 2.85 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| PPMRX (PPMRX) |
-6.70%
Nov 2017 – Nov 2020 |
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 |
|---|---|---|---|---|
| PPMRX (PPMRX) |
-2.40%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart