Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPOCX (INFLATION PROTECTION FUND CLASS C) | NA | -1.53% | 0.76% | -0.23% | 1.56% | NA | NA | … | … |
Data as of 01/11/2019, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPOCX (INFLATION PROTECTION FUND CLASS C) | 01/18/2007 | 01/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | -1.53 | 0.76 | -0.23 | 1.56 | NA | NA | … | … | 0.66 | -2.79 | 1.54 | 2.69 | -3.38 | 1.61 | -9.33 | 5.91 | 10.84 | 5.73 | 5.28 | -18.92 | 5.34 |
| Sharpe Ratio | NA | -0.89 | 0.01 | -0.16 | 0.26 | NA | NA | … | … | 4.01 | -1.32 | 0.27 | 0.57 | -0.62 | 0.39 | -1.65 | 1.34 | 1.69 | 0.99 | 0.58 | -1.73 | 0.39 |
| Standard Deviation(%) | NA | 3.22 | 3.66 | 4.16 | 5.35 | NA | NA | … | … | 5.36 | 3.11 | 3.36 | 4.33 | 5.46 | 4.09 | 5.67 | 4.42 | 6.40 | 5.70 | 8.97 | 11.42 | 6.63 |
| Draw Down(%) | NA | 3.75 | 5.31 | 7.49 | 12.53 | NA | NA | … | … | 0.39 | 3.75 | 1.97 | 4.93 | 6.77 | 3.96 | 10.69 | 2.20 | 3.11 | 5.19 | 8.14 | 26.38 | 5.28 |
| Yield(%) | 0.00 | 2.73 | 1.75 | 1.33 | 1.31 | 1.43 | 1.07 | … | … | 0.00 | 2.72 | 1.78 | 0.65 | 0.53 | 1.12 | 1.74 | 0.00 | 2.15 | 0.84 | 0.29 | 5.23 | 6.10 |
Data as of 01/11/2019, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPOCX (INFLATION PROTECTION FUND CLASS C) |
-4.52%
Jan 2008 – Jan 2011 |
-1.74%
Nov 2012 – Nov 2017 |
-0.61%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPOCX (INFLATION PROTECTION FUND CLASS C) |
9.93%
Feb 2009 – Feb 2012 |
5.01%
Feb 2009 – Feb 2014 |
2.10%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart