Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPSRX (LARGECAP VALUE FUND III R-5) | 3.48% | 10.85% | 5.84% | 8.24% | 7.07% | 9.08% | 5.85% | 6.39% |
Data as of 08/06/2025, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSRX (LARGECAP VALUE FUND III R-5) | 12/21/2000 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.58 | 10.85 | 5.84 | 8.24 | 7.07 | 9.08 | 5.85 | 6.39 | 3.48 | 5.65 | 7.91 | -12.54 | 14.44 | 2.96 | 26.19 | -6.30 | 16.59 | 12.88 | -2.08 | 12.13 | 31.09 | 15.74 | -3.19 | 13.09 | 18.80 | -40.98 | -3.99 | 21.60 | 5.00 | 13.09 | 27.08 | -13.61 | 5.06 | 5.79 |
| Sharpe Ratio | NA | 0.30 | 0.18 | 0.40 | 0.32 | NA | NA | 0.26 | 0.22 | -0.07 | 0.29 | -0.64 | 0.85 | 0.08 | 2.21 | -0.51 | 2.32 | 0.93 | -0.13 | 1.05 | 2.78 | 1.19 | -0.13 | 0.67 | 0.64 | -0.96 | -0.42 | 1.93 | 0.27 | 1.06 | 1.69 | -0.62 | 0.19 | NA |
| Standard Deviation(%) | NA | 16.27 | 15.50 | 16.56 | 17.68 | NA | NA | 19.23 | 18.82 | 12.58 | 12.77 | 21.98 | 16.86 | 33.70 | 11.21 | 15.10 | 6.91 | 13.62 | 15.74 | 11.57 | 11.17 | 13.29 | 25.12 | 19.41 | 29.19 | 43.63 | 16.78 | 9.55 | 10.55 | 11.47 | 15.63 | 23.85 | 15.03 | NA |
| Draw Down(%) | NA | 16.43 | 16.56 | 23.87 | 38.55 | NA | NA | 62.70 | 15.04 | 13.27 | 10.49 | 17.48 | 11.57 | 38.55 | 5.78 | 17.82 | 3.58 | 10.56 | 12.90 | 8.30 | 5.17 | 10.84 | 23.88 | 17.27 | 30.40 | 52.35 | 15.38 | 7.54 | 6.85 | 8.72 | 14.92 | 31.99 | 15.39 | NA |
| Yield(%) | 0.00 | 7.99 | 3.62 | 3.13 | 4.92 | 6.32 | 4.32 | 5.11 | 0.00 | 8.49 | 1.40 | 1.20 | 0.72 | 1.31 | 7.38 | 9.05 | 7.09 | 4.66 | 7.09 | 2.53 | 0.25 | 2.55 | 1.28 | 1.71 | 1.54 | 1.37 | 7.72 | 6.70 | 4.92 | 2.32 | 1.44 | 0.66 | 0.30 | 0.27 |
Data as of 08/06/2025, AR inception is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSRX (LARGECAP VALUE FUND III R-5) |
-19.67%
Feb 2006 - Feb 2009 |
-9.40%
Feb 2004 - Feb 2009 |
1.11%
Sep 2001 - Sep 2011 |
3.98%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSRX (LARGECAP VALUE FUND III R-5) |
22.30%
Sep 2011 - Sep 2014 |
20.55%
Feb 2009 - Feb 2014 |
14.11%
Feb 2009 - Feb 2019 |
11.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart