Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPUSX (LARGECAP GROWTH FUND I R-4) | NA | 24.07% | -5.36% | 5.77% | 9.84% | 11.85% | 9.28% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPUSX (LARGECAP GROWTH FUND I 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 (%) | 1.35 | 24.07 | -5.36 | 5.77 | 9.84 | 11.85 | 9.28 | … | … | 25.65 | 30.85 | -41.99 | 7.02 | 25.72 | 34.58 | 3.10 | 33.24 | 0.70 | 7.51 | 8.48 | 36.10 | 16.11 | -0.69 | 19.41 | 51.61 | -40.81 | 7.94 | 5.68 | 7.19 | 8.89 | 23.54 | -28.06 | -14.75 | 4.79 |
| Sharpe Ratio | NA | 1.00 | -0.38 | 0.13 | 0.39 | NA | NA | … | … | 1.38 | 1.45 | -1.24 | 0.31 | 0.79 | 2.28 | 0.09 | 3.82 | 0.03 | 0.46 | 0.61 | 2.94 | 1.06 | -0.03 | 1.00 | 1.88 | -1.00 | 0.31 | 0.19 | 0.44 | 0.60 | 1.30 | -1.14 | -0.70 | NA |
| Standard Deviation(%) | NA | 17.33 | 26.22 | 25.91 | 21.39 | NA | NA | … | … | 15.75 | 18.52 | 35.08 | 22.41 | 32.27 | 14.58 | 20.37 | 8.57 | 15.20 | 16.44 | 13.78 | 12.28 | 15.24 | 25.80 | 19.29 | 27.45 | 41.61 | 16.17 | 12.43 | 11.30 | 13.29 | 17.56 | 25.54 | 24.61 | NA |
| Draw Down(%) | NA | 10.39 | 50.47 | 52.36 | 52.36 | NA | NA | … | … | 10.39 | 10.84 | 43.16 | 19.81 | 31.39 | 7.38 | 20.40 | 2.41 | 15.26 | 11.76 | 8.31 | 5.37 | 12.93 | 20.69 | 15.38 | 18.13 | 52.51 | 9.58 | 11.75 | 9.88 | 12.15 | 12.21 | 34.23 | 33.70 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.66 | 5.79 | 8.40 | 6.80 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.87 | 15.41 | 9.10 | 4.77 | 12.58 | 10.56 | 7.94 | 5.30 | 3.70 | 0.00 | 0.00 | 0.00 | 4.90 | 4.63 | 3.96 | 0.54 | 0.00 | 0.00 | 0.00 | 0.04 |
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 |
|---|---|---|---|---|
| PPUSX (LARGECAP GROWTH FUND I R-4) |
-14.93%
Feb 2006 – Feb 2009 |
-6.55%
Feb 2004 – Feb 2009 |
0.48%
Jan 2001 – Jan 2011 |
3.73%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPUSX (LARGECAP GROWTH FUND I R-4) |
30.23%
Feb 2009 – Feb 2012 |
25.90%
Feb 2009 – Feb 2014 |
18.98%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart