Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSTDX (STOCKSPLUS TOTAL RETURN FUND D) | NA | 15.25% | 9.99% | 13.09% | 10.91% | NA | NA | 10.88% |
Data as of 03/23/2018, AR inception is 08/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTDX (STOCKSPLUS TOTAL RETURN FUND D) | 08/12/2003 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.93 | 15.25 | 9.99 | 13.09 | 10.91 | NA | NA | 10.88 | -0.68 | 23.36 | 14.27 | -2.49 | 14.00 | 29.92 | 25.71 | 2.48 | 24.94 | 40.55 | -43.05 | 8.07 | 13.44 | 3.74 | 13.10 | 13.21 |
| Sharpe Ratio | NA | 1.37 | 0.70 | 0.97 | 0.52 | NA | NA | 0.51 | -0.22 | 3.46 | 1.00 | -0.14 | 1.21 | 2.59 | 2.12 | 0.10 | 1.44 | 1.49 | -1.04 | 0.33 | 0.95 | 0.15 | 1.08 | 3.54 |
| Standard Deviation(%) | NA | 10.52 | 13.80 | 13.19 | 20.80 | NA | NA | 18.64 | 18.64 | 6.60 | 14.02 | 17.49 | 11.60 | 11.54 | 12.20 | 23.78 | 17.21 | 27.14 | 42.32 | 15.33 | 10.78 | 10.63 | 11.27 | 10.44 |
| Draw Down(%) | NA | 9.97 | 19.70 | 19.70 | 60.90 | NA | NA | 62.03 | 9.97 | 2.19 | 13.58 | 15.72 | 7.71 | 8.93 | 8.12 | 21.60 | 13.80 | 34.93 | 54.90 | 8.29 | 7.74 | 7.24 | 8.11 | 3.80 |
| Yield(%) | 0.00 | 17.55 | 8.19 | 11.95 | 9.14 | 9.28 | 6.96 | 9.94 | 0.08 | 18.96 | 0.00 | 5.13 | 19.91 | 15.76 | 9.22 | 2.94 | 7.66 | 25.36 | 5.27 | 14.56 | 10.73 | 14.30 | 4.33 | 3.83 |
Data as of 03/23/2018, AR inception is 08/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTDX (STOCKSPLUS TOTAL RETURN FUND D) |
-18.90%
Feb 2006 - Feb 2009 |
-9.24%
Feb 2004 - Feb 2009 |
7.48%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTDX (STOCKSPLUS TOTAL RETURN FUND D) |
36.89%
Feb 2009 - Feb 2012 |
30.62%
Feb 2009 - Feb 2014 |
11.13%
Feb 2008 - Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart