Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSSX (LARGECAP VALUE FUND III R-4) | NA | 23.66% | 1.95% | 5.63% | 7.00% | 9.01% | 5.95% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSSX (LARGECAP VALUE FUND III R-4) | 12/21/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.59 | 23.66 | 1.95 | 5.63 | 7.00 | 9.01 | 5.95 | … | … | 20.37 | 6.44 | -13.84 | 14.18 | 2.89 | 26.01 | -6.42 | 16.42 | 12.80 | -2.22 | 11.99 | 31.04 | 15.55 | -3.35 | 12.95 | 18.60 | -41.05 | -4.05 | 21.47 | 4.82 | 12.94 | 26.98 | -13.96 | 5.03 | 4.45 |
| Sharpe Ratio | NA | 1.53 | -0.17 | 0.15 | 0.31 | NA | NA | … | … | 1.51 | 0.17 | -0.70 | 0.84 | 0.08 | 2.19 | -0.52 | 2.30 | 0.92 | -0.14 | 1.04 | 2.79 | 1.17 | -0.13 | 0.66 | 0.63 | -0.96 | -0.42 | 1.92 | 0.25 | 1.05 | 1.67 | -0.63 | 0.18 | NA |
| Standard Deviation(%) | NA | 10.88 | 16.95 | 20.83 | 17.37 | NA | NA | … | … | 10.47 | 12.71 | 21.93 | 16.89 | 33.71 | 11.25 | 15.00 | 6.91 | 13.64 | 15.70 | 11.57 | 11.13 | 13.32 | 25.09 | 19.42 | 29.28 | 43.64 | 16.76 | 9.53 | 10.57 | 11.43 | 15.77 | 23.99 | 15.06 | NA |
| Draw Down(%) | NA | 5.06 | 24.27 | 38.58 | 38.58 | NA | NA | … | … | 5.06 | 10.56 | 17.56 | 11.68 | 38.58 | 5.83 | 17.81 | 3.54 | 10.56 | 12.87 | 8.23 | 5.26 | 10.91 | 23.83 | 17.29 | 30.51 | 52.40 | 15.44 | 7.50 | 6.87 | 8.74 | 14.95 | 32.15 | 15.48 | NA |
| Yield(%) | 0.00 | 0.00 | 0.19 | 1.53 | 3.78 | 4.86 | 3.71 | … | … | 0.00 | 0.00 | 0.00 | 0.70 | 1.17 | 7.27 | 8.99 | 6.99 | 4.51 | 7.01 | 2.48 | 0.33 | 2.17 | 1.33 | 1.53 | 1.41 | 1.30 | 7.64 | 6.59 | 4.81 | 2.31 | 1.29 | 0.56 | 0.18 | 0.26 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PPSSX (LARGECAP VALUE FUND III R-4) |
-19.78%
Feb 2006 – Feb 2009 |
-9.51%
Feb 2004 – Feb 2009 |
0.96%
Sep 2001 – Sep 2011 |
3.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSSX (LARGECAP VALUE FUND III R-4) |
22.18%
Sep 2011 – Sep 2014 |
20.42%
Feb 2009 – Feb 2014 |
13.98%
Feb 2009 – Feb 2019 |
10.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart