Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRAIX (REAL RETURN ASSET FUND INSTITUTIONAL) | -0.78% | 1.02% | -8.38% | -13.01% | -3.61% | -0.42% | 0.89% | 2.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRAIX (REAL RETURN ASSET FUND INSTITUTIONAL) | 11/29/2001 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 11/29/2001.
AR inception is since 11/29/2001.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 1.02 | -8.38 | -13.01 | -3.61 | -0.42 | 0.89 | 2.65 | -0.78 | -4.38 | 0.14 | -34.36 | -2.07 | -5.45 | 17.16 | -6.52 | 9.51 | 7.24 | -6.63 | 10.84 | -16.50 | 13.48 | 22.21 | 10.84 | 16.44 | -6.06 | 11.52 | -2.58 | 5.09 | 12.96 | 13.01 | 17.09 | -0.87 |
| Sharpe Ratio | NA | -0.38 | -0.14 | -0.22 | -0.10 | NA | NA | 0.04 | -0.33 | -0.84 | -0.03 | -1.56 | -0.12 | -0.15 | 1.48 | -0.99 | 1.09 | 0.75 | -0.60 | 1.33 | -1.50 | 1.57 | 1.76 | 1.02 | 1.08 | -0.39 | 0.87 | -0.69 | 0.32 | 1.17 | 1.02 | 2.20 | -1.02 |
| Standard Deviation(%) | NA | 13.92 | 90.83 | 72.24 | 51.87 | NA | NA | 34.94 | 15.99 | 12.98 | 155.83 | 22.97 | 16.83 | 37.35 | 10.62 | 7.97 | 8.19 | 9.41 | 11.09 | 8.16 | 11.00 | 8.64 | 12.57 | 10.53 | 15.15 | 17.63 | 9.83 | 8.55 | 9.04 | 10.29 | 12.08 | 7.28 | 10.85 |
| Draw Down(%) | NA | 14.21 | 72.44 | 83.14 | 83.14 | NA | NA | 83.14 | 9.99 | 11.13 | 67.59 | 36.67 | 13.14 | 26.13 | 6.95 | 9.37 | 4.04 | 10.29 | 12.13 | 4.95 | 18.86 | 4.26 | 6.10 | 10.33 | 7.51 | 24.97 | 6.31 | 8.68 | 5.70 | 10.13 | 12.78 | 7.46 | 4.06 |
| Yield(%) | 0.00 | 2.93 | 8.22 | 4.53 | 4.21 | 6.10 | 5.65 | 7.25 | 0.00 | 3.99 | 13.12 | 7.18 | 5.80 | 2.89 | 5.65 | 2.77 | 2.91 | 1.67 | 1.89 | 1.97 | 5.66 | 27.75 | 19.48 | 9.00 | 4.37 | 8.81 | 6.61 | 3.76 | 6.65 | 8.82 | 7.99 | 0.00 | 0.40 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRAIX (REAL RETURN ASSET FUND INSTITUTIONAL) |
-24.17%
Oct 2020 - Oct 2023 |
-12.72%
Apr 2020 - Apr 2025 |
-3.92%
Sep 2012 - Sep 2022 |
-0.35%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRAIX (REAL RETURN ASSET FUND INSTITUTIONAL) |
20.38%
Nov 2008 - Nov 2011 |
12.62%
Jul 2007 - Jul 2012 |
10.14%
Jul 2002 - Jul 2012 |
6.92%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison Chart