Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTLAX (LOW DURATION FUND A) | -0.28% | 2.84% | 4.38% | 1.59% | 1.78% | 1.60% | 2.56% | … | … |
Data as of 06/05/2026, Common starting date is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTLAX (LOW DURATION FUND A) | 06/24/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 2.84 | 4.38 | 1.59 | 1.78 | 1.60 | 2.56 | … | … | -0.28 | 5.28 | 4.52 | 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 | 0.09 | 0.50 | -0.39 | 0.06 | NA | NA | … | … | -1.43 | 1.12 | 0.42 | 0.43 | -2.53 | -0.89 | 1.52 | 1.32 | -0.84 | 0.78 | 0.90 | 0.21 | 0.29 | -0.12 | 3.38 | 0.67 | 1.99 | 3.56 | -0.56 | 1.65 | -0.08 | -0.63 | 0.54 | 0.81 | 2.84 | 1.67 | 1.22 | -0.36 | 1.10 | 1.58 | 0.27 |
| Standard Deviation(%) | NA | 2.09 | 2.24 | 2.44 | 2.06 | NA | NA | … | … | 2.21 | 2.14 | 2.14 | 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 | 1.60 | 1.60 | 7.78 | 7.81 | NA | NA | … | … | 1.60 | 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 | 3.56 | 3.83 | 2.80 | 2.32 | 2.27 | 2.85 | … | … | 1.22 | 3.99 | 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 06/05/2026, Common starting date 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