Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTLAX (LOW DURATION FUND A) | 1.74% | 4.99% | 3.62% | 1.20% | 1.53% | 1.68% | 2.47% | 3.47% |
Data as of 06/20/2025, AR inception is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTLAX (LOW DURATION FUND A) | 06/24/1996 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.99 | 3.62 | 1.20 | 1.53 | 1.68 | 2.47 | 3.47 | 1.74 | 4.19 | 5.04 | -5.31 | -0.83 | 3.12 | 4.17 | 0.22 | 1.61 | 1.49 | 0.33 | 0.43 | -0.23 | 5.83 | 1.36 | 4.45 | 12.93 | -1.69 | 7.47 | 3.23 | 1.21 | 1.91 | 2.49 | 7.70 | 7.52 | 7.19 | 2.49 | 6.68 | 9.72 | 2.18 |
| Sharpe Ratio | NA | 0.82 | 0.13 | -0.37 | 0.06 | NA | NA | 0.73 | 0.32 | -1.14 | 0.25 | -2.51 | -0.88 | 1.53 | 1.36 | -0.79 | 0.80 | 0.90 | 0.21 | 0.29 | -0.12 | 3.38 | 0.67 | 1.99 | 3.56 | -0.55 | 1.71 | -0.02 | -0.58 | 0.56 | 0.83 | 2.86 | 1.71 | 1.27 | -0.30 | 1.15 | 1.62 | 0.35 |
| Standard Deviation(%) | NA | 2.13 | 2.63 | 2.28 | 2.00 | NA | NA | 2.43 | 2.24 | 2.12 | 3.24 | 2.67 | 0.97 | 1.88 | 2.04 | 1.40 | 1.24 | 1.42 | 1.45 | 1.46 | 2.24 | 1.72 | 1.99 | 2.19 | 3.60 | 4.76 | 2.64 | 2.43 | 1.66 | 1.73 | 2.17 | 2.31 | 3.08 | 2.43 | 2.42 | 2.93 | 3.81 | 2.06 |
| Draw Down(%) | NA | 0.96 | 3.05 | 7.81 | 7.81 | NA | NA | 8.31 | 0.86 | 0.96 | 1.77 | 6.90 | 1.13 | 3.32 | 0.91 | 0.99 | 0.50 | 0.93 | 1.34 | 1.06 | 3.16 | 0.67 | 2.40 | 2.71 | 4.31 | 8.31 | 1.25 | 1.21 | 1.13 | 1.46 | 1.88 | 1.28 | 2.18 | 0.84 | 1.15 | 1.55 | 1.12 | 0.82 |
| Yield(%) | 0.00 | 3.60 | 3.44 | 2.25 | 2.12 | 2.30 | 2.79 | 3.66 | 1.30 | 3.88 | 3.81 | 1.72 | 0.56 | 1.56 | 3.10 | 1.83 | 1.40 | 1.68 | 2.13 | 3.24 | 1.49 | 3.63 | 2.32 | 3.44 | 3.47 | 5.15 | 5.24 | 4.06 | 3.15 | 2.29 | 2.76 | 5.55 | 5.64 | 6.35 | 5.67 | 6.66 | 6.10 | 0.00 |
Data as of 06/20/2025, AR inception is 06/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLAX (LOW DURATION FUND A) |
-1.47%
Oct 2019 - Oct 2022 |
-0.04%
Oct 2017 - Oct 2022 |
0.39%
Oct 2012 - Oct 2022 |
1.62%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLAX (LOW DURATION FUND A) |
7.67%
May 2000 - May 2003 |
6.99%
Oct 1996 - Oct 2001 |
5.04%
Jan 2000 - Jan 2010 |
5.10%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart