Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPUPX (LARGECAP GROWTH FUND I R-5) | 7.66% | 13.31% | 21.04% | 12.13% | 14.67% | 15.43% | 11.65% | 9.10% |
Data as of 07/09/2025, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPUPX (LARGECAP GROWTH FUND I R-5) | 12/21/2000 | 07/09/2025 |
| 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 (%) | 0.88 | 13.31 | 21.04 | 12.13 | 14.67 | 15.43 | 11.65 | 9.10 | 7.66 | -7.69 | 31.59 | -41.44 | 7.95 | 26.34 | 34.75 | 3.22 | 33.45 | 0.76 | 7.66 | 8.62 | 36.37 | 16.24 | -0.57 | 19.53 | 51.99 | -40.87 | 8.09 | 5.86 | 7.39 | 8.97 | 23.78 | -27.87 | -14.54 | 4.68 |
| Sharpe Ratio | NA | 0.49 | 0.89 | 0.48 | 0.63 | NA | NA | 0.37 | 0.50 | -0.42 | 1.51 | -1.23 | 0.36 | 0.81 | 2.28 | 0.09 | 3.85 | 0.04 | 0.46 | 0.63 | 2.95 | 1.08 | -0.02 | 1.01 | 1.90 | -1.00 | 0.32 | 0.21 | 0.46 | 0.60 | 1.32 | -1.13 | -0.69 | NA |
| Standard Deviation(%) | NA | 23.07 | 21.09 | 22.38 | 20.97 | NA | NA | 21.08 | 27.63 | 34.17 | 18.30 | 34.79 | 21.96 | 32.14 | 14.61 | 20.36 | 8.56 | 15.19 | 16.45 | 13.77 | 12.33 | 15.16 | 25.91 | 19.29 | 27.38 | 41.62 | 16.25 | 12.37 | 11.33 | 13.29 | 17.53 | 25.56 | 24.72 | NA |
| Draw Down(%) | NA | 21.50 | 21.50 | 40.70 | 40.70 | NA | NA | 55.60 | 21.40 | 29.34 | 10.84 | 42.64 | 19.22 | 31.41 | 7.40 | 20.32 | 2.40 | 15.25 | 11.76 | 8.20 | 5.35 | 12.80 | 20.74 | 15.38 | 18.08 | 52.53 | 9.68 | 11.53 | 9.81 | 12.20 | 12.01 | 34.19 | 33.60 | NA |
| Yield(%) | 0.00 | 27.53 | 17.83 | 13.34 | 14.31 | 18.78 | 13.75 | 10.17 | 0.00 | 33.17 | 8.53 | 7.27 | 13.22 | 9.24 | 10.41 | 14.87 | 8.81 | 4.64 | 12.27 | 10.41 | 7.78 | 5.26 | 3.64 | 0.00 | 0.00 | 0.00 | 4.85 | 4.69 | 3.93 | 0.54 | 0.02 | 0.00 | 0.00 | 0.04 |
Data as of 07/09/2025, 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 |
|---|---|---|---|---|
| PPUPX (LARGECAP GROWTH FUND I R-5) |
-14.83%
Feb 2006 - Feb 2009 |
-6.44%
Feb 2004 - Feb 2009 |
0.64%
Jan 2001 - Jan 2011 |
3.89%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPUPX (LARGECAP GROWTH FUND I R-5) |
30.44%
Dec 2018 - Dec 2021 |
26.07%
Feb 2009 - Feb 2014 |
19.52%
Sep 2011 - Sep 2021 |
17.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart