Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSFX (LARGECAP VALUE FUND III R-3) | 10.41% | 22.27% | 15.34% | 5.18% | 8.71% | 9.12% | 6.15% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSFX (LARGECAP VALUE FUND III R-3) | 12/21/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 22.27 | 15.34 | 5.18 | 8.71 | 9.12 | 6.15 | … | … | 10.41 | 10.36 | 13.86 | 9.37 | -12.56 | 14.47 | 2.69 | 25.74 | -6.56 | 16.26 | 12.54 | -2.40 | 11.74 | 30.71 | 15.33 | -3.45 | 12.59 | 18.46 | -41.18 | -4.20 | 21.17 | 4.67 | 12.71 | 26.75 | -12.10 | 4.76 | 4.45 |
| Sharpe Ratio | NA | 1.57 | 0.91 | 0.15 | 0.40 | NA | NA | … | … | 1.55 | 0.47 | 0.96 | 0.47 | -0.64 | 0.87 | 0.07 | 2.17 | -0.53 | 2.28 | 0.90 | -0.15 | 1.02 | 2.75 | 1.16 | -0.14 | 0.64 | 0.63 | -0.96 | -0.44 | 1.87 | 0.23 | 1.03 | 1.66 | -0.55 | 0.16 | NA |
| Standard Deviation(%) | NA | 11.30 | 12.94 | 15.79 | 17.20 | NA | NA | … | … | 12.45 | 15.94 | 10.67 | 12.39 | 21.80 | 16.68 | 33.77 | 11.21 | 15.11 | 6.86 | 13.63 | 15.72 | 11.50 | 11.14 | 13.33 | 25.21 | 19.40 | 29.20 | 43.73 | 16.80 | 9.55 | 10.57 | 11.43 | 15.66 | 24.01 | 15.03 | NA |
| Draw Down(%) | NA | 8.02 | 16.55 | 23.66 | 38.61 | NA | NA | … | … | 8.02 | 15.08 | 6.93 | 10.61 | 17.67 | 11.32 | 38.61 | 5.84 | 17.87 | 3.58 | 10.57 | 12.91 | 8.27 | 5.24 | 10.83 | 23.95 | 17.42 | 30.42 | 52.55 | 15.50 | 7.54 | 6.87 | 8.77 | 15.00 | 32.21 | 15.51 | NA |
| Yield(%) | 0.00 | 17.75 | 10.49 | 5.45 | 6.58 | 7.32 | 4.95 | … | … | 0.00 | 17.73 | 7.89 | 2.69 | 0.84 | 0.48 | 0.94 | 6.72 | 8.26 | 6.45 | 4.16 | 6.57 | 2.15 | 0.12 | 1.80 | 1.00 | 1.00 | 0.99 | 1.08 | 7.28 | 6.20 | 4.51 | 2.24 | 1.04 | 0.38 | 0.00 | 0.26 |
Data as of 06/04/2026, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSFX (LARGECAP VALUE FUND III R-3) |
-19.95%
Feb 2006 – Feb 2009 |
-9.70%
Feb 2004 – Feb 2009 |
1.01%
Sep 2001 – Sep 2011 |
3.66%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSFX (LARGECAP VALUE FUND III R-3) |
21.91%
Sep 2011 – Sep 2014 |
20.17%
Feb 2009 – Feb 2014 |
13.75%
Feb 2009 – Feb 2019 |
11.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart