Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PPMVX NA -5.56% NA NA NA NA NA
Data as of 11/25/2019, Common starting date is 09/21/2017
More Performance Analytics Comparison
Name Start Date End Date
PPMVX 09/21/2017 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017
Annualized Return (%) -0.70 -5.56 NA NA NA NA NA -6.70 -7.41 -1.40
Sharpe Ratio NA -1.09 NA NA NA NA NA -1.47 -1.21 -1.20
Standard Deviation(%) NA 6.53 NA NA NA NA NA 6.02 7.23 4.88
Draw Down(%) NA 8.75 NA NA NA NA NA 8.75 13.26 2.95
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/25/2019, 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
PPMVX (PPMVX) 0.00%
NA
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
PPMVX (PPMVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return