Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRVHX (VERSATILE BOND PORTFOLIO CLASS C) | 0.43% | 4.19% | 4.54% | 1.61% | 3.31% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRVHX (VERSATILE BOND PORTFOLIO CLASS C) | 06/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.19 | 4.54 | 1.61 | 3.31 | NA | NA | … | … | 0.43 | 4.61 | 4.72 | 5.85 | -6.84 | 1.91 | 8.79 | 8.20 | 1.01 | -0.28 | 6.22 |
| Sharpe Ratio | NA | 0.87 | 0.73 | -0.39 | NA | NA | NA | … | … | -0.61 | 0.92 | 0.54 | 0.91 | -2.47 | 1.42 | 0.77 | 4.60 | -0.09 | -0.24 | 3.37 |
| Standard Deviation(%) | NA | 1.78 | 2.03 | 2.35 | NA | NA | NA | … | … | 2.07 | 1.87 | 2.01 | 2.44 | 3.35 | 1.33 | 11.10 | 1.46 | 4.27 | 3.98 | 3.15 |
| Draw Down(%) | NA | 1.61 | 1.61 | 9.25 | NA | NA | NA | … | … | 1.61 | 1.46 | 1.09 | 2.00 | 8.47 | 1.11 | 16.99 | 0.52 | 2.11 | 4.00 | 1.37 |
| Yield(%) | 0.00 | 3.33 | 2.94 | 1.89 | 2.32 | 1.56 | 1.17 | … | … | 0.00 | 3.35 | 2.79 | 2.57 | 0.92 | 0.31 | 4.58 | 1.62 | 0.79 | 2.30 | 2.77 |
Data as of 06/03/2026, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRVHX (VERSATILE BOND PORTFOLIO CLASS C) |
-1.24%
Mar 2017 – Mar 2020 |
1.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRVHX (VERSATILE BOND PORTFOLIO CLASS C) |
6.48%
Mar 2018 – Mar 2021 |
5.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart