Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRTCX (REAL RETURN FUND C) | -0.48% | 3.36% | 3.26% | 0.21% | 1.94% | 1.70% | 2.79% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRTCX (REAL RETURN FUND C) | 01/30/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | 3.26 | 0.21 | 1.94 | 1.70 | 2.79 | … | … | -0.48 | 7.20 | 1.68 | 2.82 | -12.97 | 4.69 | 11.14 | 7.55 | -2.84 | 3.27 | 3.82 | -3.63 | 2.50 | -9.87 | 8.29 | 10.56 | 6.84 | 16.37 | -7.33 | 10.59 | -0.67 | 1.67 | 8.16 | 7.48 | 15.91 | 7.70 | 12.45 | 4.58 | 4.23 | 1.42 |
| Sharpe Ratio | NA | 0.34 | 0.05 | -0.38 | 0.07 | NA | NA | … | … | -0.77 | 0.90 | -0.42 | -0.12 | -1.61 | 0.99 | 1.37 | 1.52 | -1.36 | 0.71 | 0.79 | -0.66 | 0.57 | -1.56 | 1.85 | 1.65 | 1.05 | 1.90 | -0.71 | 1.24 | -0.79 | -0.12 | 1.18 | 0.93 | 3.13 | 1.11 | 2.25 | 0.42 | 0.23 | -0.68 |
| Standard Deviation(%) | NA | 3.72 | 5.06 | 6.20 | 5.61 | NA | NA | … | … | 3.86 | 4.82 | 4.65 | 6.89 | 9.00 | 4.72 | 7.92 | 4.00 | 3.11 | 3.71 | 4.55 | 5.50 | 4.38 | 6.34 | 4.50 | 6.40 | 6.44 | 8.57 | 11.57 | 6.04 | 5.18 | 5.02 | 6.08 | 7.24 | 4.72 | 4.81 | 3.66 | 2.90 | 3.31 | 3.14 |
| Draw Down(%) | NA | 2.66 | 4.72 | 15.99 | 15.99 | NA | NA | … | … | 2.66 | 3.75 | 3.83 | 6.50 | 14.72 | 3.08 | 11.25 | 2.37 | 3.83 | 2.16 | 4.36 | 7.32 | 4.41 | 12.11 | 2.16 | 3.90 | 5.98 | 5.98 | 19.78 | 4.06 | 4.53 | 3.54 | 6.08 | 7.47 | 4.63 | 5.44 | 2.11 | 1.33 | 2.40 | 2.20 |
| Yield(%) | 0.00 | 1.78 | 2.30 | 3.18 | 2.54 | 2.44 | 3.06 | … | … | 0.00 | 3.13 | 2.24 | 2.36 | 6.33 | 4.17 | 1.93 | 1.10 | 1.71 | 1.68 | 0.20 | 0.13 | 2.95 | 0.74 | 4.22 | 6.64 | 1.52 | 2.14 | 6.49 | 7.32 | 3.22 | 5.22 | 5.89 | 7.54 | 5.03 | 6.11 | 7.95 | 5.99 | 4.45 | 3.71 |
Data as of 06/03/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTCX (REAL RETURN FUND C) |
-3.80%
Dec 2012 – Dec 2015 |
-1.32%
Apr 2013 – Apr 2018 |
-0.03%
Sep 2012 – Sep 2022 |
1.74%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTCX (REAL RETURN FUND C) |
13.70%
Nov 2008 – Nov 2011 |
10.29%
Dec 1999 – Dec 2004 |
7.70%
Feb 1998 – Feb 2008 |
6.95%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison Chart