Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSVFX (THE PIEDMONT SELECT EQUITY FUND THE PIEDMONT SELECT EQUITY FUND) | NA | -3.36% | 8.12% | 5.01% | 10.35% | NA | NA | … | … |
Data as of 01/14/2019, Common starting date is 04/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSVFX (THE PIEDMONT SELECT EQUITY FUND THE PIEDMONT SELECT EQUITY FUND) | 04/25/2006 | 01/14/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.36 | 8.12 | 5.01 | 10.35 | NA | NA | … | … | 0.00 | 1.00 | 15.76 | 0.96 | 4.20 | 3.87 | 30.11 | 10.62 | 4.61 | 10.28 | 21.74 | -33.02 | 9.35 | -1.73 |
| Sharpe Ratio | NA | -0.39 | 0.65 | 0.38 | 0.68 | NA | NA | … | … | 0.00 | -0.02 | 2.05 | 0.06 | 0.30 | 0.32 | 2.90 | 0.79 | 0.20 | 0.64 | 1.04 | -1.17 | 0.41 | -0.59 |
| Standard Deviation(%) | NA | 13.26 | 11.42 | 12.13 | 14.79 | NA | NA | … | … | NA | 13.44 | 7.43 | 13.22 | 13.73 | 11.95 | 10.38 | 13.51 | 22.41 | 15.85 | 20.78 | 28.99 | 15.36 | 10.09 |
| Draw Down(%) | NA | 11.40 | 11.40 | 15.80 | 18.21 | NA | NA | … | … | 0.00 | 11.40 | 3.56 | 12.76 | 9.89 | 8.75 | 5.29 | 11.52 | 18.21 | 13.75 | 17.80 | 39.80 | 10.20 | 8.79 |
| Yield(%) | 0.00 | 67.07 | 30.71 | 18.89 | 19.81 | 9.17 | 6.88 | … | … | 0.00 | 69.29 | 9.85 | 7.11 | 8.01 | 2.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2019, Common starting date is 04/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSVFX (THE PIEDMONT SELECT EQUITY FUND THE PIEDMONT SELECT EQUITY FUND) |
-8.16%
May 2006 – May 2009 |
-1.46%
Sep 2006 – Sep 2011 |
4.61%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSVFX (THE PIEDMONT SELECT EQUITY FUND THE PIEDMONT SELECT EQUITY FUND) |
20.18%
Feb 2009 – Feb 2012 |
18.37%
Feb 2009 – Feb 2014 |
10.17%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart