Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPNNX (SMALLCAP GROWTH FUND I R-2) | NA | 59.25% | 23.77% | 23.93% | 15.14% | 11.24% | NA | … | … |
Data as of 03/01/2021, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNNX (SMALLCAP GROWTH FUND I R-2) | 06/26/2003 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 59.25 | 23.77 | 23.93 | 15.14 | 11.24 | NA | … | … | 9.52 | 41.13 | 32.71 | -6.06 | 25.38 | 8.42 | 0.51 | 0.78 | 41.88 | 13.76 | -0.21 | 34.77 | 42.15 | -45.57 | 13.16 | 9.56 | 10.67 | 13.69 | 26.37 |
| Sharpe Ratio | NA | 1.66 | 0.85 | 1.01 | 0.66 | NA | NA | … | … | 3.11 | 1.09 | 1.86 | -0.36 | 2.02 | 0.41 | 0.03 | 0.04 | 2.79 | 0.78 | -0.01 | 1.40 | 1.34 | -1.09 | 0.56 | 0.37 | 0.53 | 0.70 | 2.92 |
| Standard Deviation(%) | NA | 38.10 | 26.86 | 22.86 | 22.23 | NA | NA | … | … | 25.70 | 37.43 | 16.85 | 20.63 | 12.33 | 19.90 | 18.02 | 18.20 | 15.02 | 17.66 | 32.40 | 24.71 | 31.35 | 42.40 | 18.04 | 17.14 | 16.14 | 18.29 | 19.43 |
| Draw Down(%) | NA | 32.40 | 38.15 | 38.15 | 38.15 | NA | NA | … | … | 6.70 | 38.15 | 11.98 | 28.32 | 5.80 | 20.15 | 17.13 | 18.45 | 6.41 | 13.11 | 29.13 | 17.73 | 23.18 | 57.77 | 12.02 | 20.79 | 14.06 | 19.33 | 7.66 |
| Yield(%) | 0.00 | 9.25 | 12.45 | 13.25 | 11.24 | 8.81 | 11.55 | … | … | 0.00 | 8.93 | 12.41 | 20.74 | 8.69 | 4.00 | 10.06 | 19.89 | 15.10 | 7.68 | 5.74 | 0.00 | 0.00 | 0.00 | 9.45 | 4.49 | 6.07 | 0.00 | 0.00 |
Data as of 03/01/2021, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNNX (SMALLCAP GROWTH FUND I R-2) |
-18.84%
Feb 2006 – Feb 2009 |
-6.74%
Feb 2004 – Feb 2009 |
5.34%
Feb 2006 – Feb 2016 |
8.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNNX (SMALLCAP GROWTH FUND I R-2) |
34.82%
Feb 2009 – Feb 2012 |
30.02%
Feb 2009 – Feb 2014 |
18.77%
Feb 2009 – Feb 2019 |
11.39%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart