Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRULX (U.S. TREASURY LONG-TERM FUND U.S. TREASURY LONG-TERM FUND) | -1.10% | 3.19% | -1.01% | -5.89% | -1.39% | 1.70% | 3.13% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRULX (U.S. TREASURY LONG-TERM FUND U.S. TREASURY LONG-TERM FUND) | 09/28/1989 | 06/04/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.19 | -1.01 | -5.89 | -1.39 | 1.70 | 3.13 | … | … | -1.10 | 5.30 | -6.58 | 2.40 | -30.00 | -5.24 | 18.34 | 14.06 | -1.86 | 8.21 | 0.72 | -1.90 | 23.62 | -13.22 | 3.18 | 28.38 | 8.69 | -10.97 | 23.28 | 9.97 | 1.08 | 5.42 | 6.07 | 1.66 | 14.27 | 3.42 | 19.10 | -8.75 | 12.84 | 14.73 | -2.38 | 28.58 | -5.75 | 12.93 | 3.02 | 16.28 | 6.69 | 4.13 |
| Sharpe Ratio | NA | 0.14 | -0.29 | -0.56 | -0.21 | NA | NA | … | … | -0.56 | 0.22 | -0.78 | -0.07 | -1.67 | -0.41 | 0.94 | 1.07 | -0.37 | 0.82 | 0.04 | -0.14 | 2.52 | -1.14 | 0.26 | 1.69 | 0.65 | -0.76 | 1.60 | 0.81 | -0.36 | 0.45 | 0.67 | 0.10 | 1.48 | 0.09 | 1.90 | -1.36 | 1.04 | 1.36 | -0.61 | 3.01 | -1.14 | 2.00 | 0.08 | 1.78 | 0.15 | 2.11 |
| Standard Deviation(%) | NA | 9.14 | 12.86 | 14.66 | 13.76 | NA | NA | … | … | 9.26 | 11.07 | 13.03 | 16.86 | 18.91 | 12.77 | 19.12 | 11.74 | 8.89 | 9.29 | 11.85 | 14.14 | 9.38 | 11.59 | 11.93 | 16.81 | 13.21 | 14.47 | 13.84 | 8.43 | 6.53 | 6.97 | 7.62 | 8.96 | 8.87 | 10.66 | 7.85 | 8.92 | 8.99 | 8.11 | 9.79 | 8.18 | 7.72 | 5.36 | 6.37 | 6.91 | 7.82 | 5.51 |
| Draw Down(%) | NA | 7.35 | 17.65 | 42.26 | 47.33 | NA | NA | … | … | 7.35 | 8.75 | 11.82 | 21.26 | 35.42 | 14.40 | 13.55 | 8.06 | 9.58 | 4.99 | 17.11 | 14.47 | 4.65 | 15.71 | 8.61 | 9.53 | 12.69 | 14.84 | 6.98 | 6.36 | 7.41 | 5.66 | 8.31 | 10.90 | 4.95 | 10.07 | 5.67 | 10.25 | 6.94 | 5.14 | 11.05 | 4.93 | 10.30 | 4.16 | 5.53 | 3.73 | 5.78 | 1.26 |
| Yield(%) | 0.00 | 3.62 | 3.33 | 2.25 | 4.51 | 5.24 | 5.83 | … | … | 1.28 | 3.95 | 3.54 | 3.24 | 1.95 | 1.59 | 19.78 | 9.89 | 2.51 | 2.60 | 4.46 | 4.71 | 3.27 | 3.88 | 4.72 | 7.41 | 5.39 | 9.17 | 7.20 | 4.54 | 5.26 | 5.17 | 4.94 | 6.14 | 5.24 | 5.13 | 6.10 | 6.14 | 6.21 | 6.15 | 5.61 | 6.99 | 6.48 | 9.27 | 6.77 | 7.70 | 8.01 | 2.12 |
Data as of 06/04/2026, Common starting date is 09/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRULX (U.S. TREASURY LONG-TERM FUND U.S. TREASURY LONG-TERM FUND) |
-16.73%
Oct 2020 – Oct 2023 |
-9.60%
Jul 2020 – Jul 2025 |
-1.83%
Jan 2015 – Jan 2025 |
1.10%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRULX (U.S. TREASURY LONG-TERM FUND U.S. TREASURY LONG-TERM FUND) |
14.01%
Jul 2009 – Jul 2012 |
12.29%
May 2007 – May 2012 |
8.67%
Aug 1990 – Aug 2000 |
8.51%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison Chart