Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPUNX (LARGECAP GROWTH FUND I R-2) | NA | 38.71% | 21.91% | 22.27% | 15.94% | 11.88% | 8.59% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPUNX (LARGECAP GROWTH FUND I R-2) | 12/21/2000 | 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 38.71 | 21.91 | 22.27 | 15.94 | 11.88 | 8.59 | … | … | 2.84 | 35.20 | 33.96 | 2.94 | 32.76 | 0.27 | 7.38 | 7.91 | 35.65 | 15.68 | -1.07 | 19.01 | 50.94 | -41.05 | 7.61 | 5.32 | 6.91 | 8.39 | 23.22 | -28.41 | -15.07 | 4.79 |
| Sharpe Ratio | NA | 1.30 | 0.86 | 1.06 | 0.81 | NA | NA | … | … | 0.94 | 1.02 | 2.23 | 0.08 | 3.80 | 0.00 | 0.45 | 0.57 | 2.88 | 1.04 | -0.04 | 0.98 | 1.84 | -1.00 | 0.28 | 0.16 | 0.42 | 0.56 | 1.28 | -1.16 | -0.71 | NA |
| Standard Deviation(%) | NA | 34.39 | 24.52 | 20.33 | 19.11 | NA | NA | … | … | 21.10 | 34.29 | 14.57 | 20.25 | 8.50 | 15.39 | 16.42 | 13.75 | 12.37 | 15.12 | 25.86 | 19.27 | 27.57 | 41.74 | 16.29 | 12.47 | 11.28 | 13.27 | 17.64 | 25.54 | 24.76 | NA |
| Draw Down(%) | NA | 26.27 | 31.43 | 31.43 | 31.43 | NA | NA | … | … | 6.09 | 31.43 | 7.45 | 20.33 | 2.41 | 15.33 | 11.84 | 8.30 | 5.44 | 12.91 | 20.78 | 15.54 | 18.11 | 52.70 | 9.62 | 11.86 | 9.91 | 12.42 | 12.17 | 34.40 | 33.83 | NA |
| Yield(%) | 0.00 | 11.20 | 12.42 | 13.00 | 11.76 | 9.41 | 6.73 | … | … | 0.00 | 11.07 | 12.23 | 16.94 | 9.90 | 5.16 | 13.41 | 11.14 | 8.31 | 5.23 | 3.84 | 0.00 | 0.00 | 0.00 | 5.01 | 4.63 | 4.02 | 0.51 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PPUNX (LARGECAP GROWTH FUND I R-2) |
-15.27%
Feb 2006 – Feb 2009 |
-6.91%
Feb 2004 – Feb 2009 |
0.13%
Jan 2001 – Jan 2011 |
3.36%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPUNX (LARGECAP GROWTH FUND I R-2) |
29.83%
Feb 2009 – Feb 2012 |
25.49%
Feb 2009 – Feb 2014 |
18.59%
Feb 2009 – Feb 2019 |
11.84%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart