Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTLCX (LOW DURATION FUND C) | -0.39% | 2.52% | 4.02% | 1.26% | 1.44% | 1.28% | 2.20% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTLCX (LOW DURATION FUND C) | 06/21/1996 | 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 | 2.52 | 4.02 | 1.26 | 1.44 | 1.28 | 2.20 | … | … | -0.39 | 4.90 | 4.16 | 4.65 | -5.48 | -1.24 | 2.75 | 3.81 | -0.12 | 1.30 | 1.16 | 0.02 | 0.14 | -0.52 | 5.50 | 1.06 | 4.16 | 12.37 | -2.15 | 6.94 | 2.69 | 0.70 | 1.43 | 1.99 | 6.59 | 6.97 | 6.67 | 2.00 | 6.13 | 9.73 | 2.08 |
| Sharpe Ratio | NA | 0.30 | 0.49 | -0.51 | -0.08 | NA | NA | … | … | -1.24 | 0.97 | 0.26 | 0.31 | -2.60 | -1.33 | 1.34 | 1.17 | -1.11 | 0.54 | 0.68 | 0.00 | 0.09 | -0.25 | 3.25 | 0.52 | 1.88 | 3.45 | -0.66 | 1.48 | -0.31 | -0.98 | 0.27 | 0.60 | 2.54 | 1.53 | 1.06 | -0.59 | 0.94 | 1.52 | 0.16 |
| Standard Deviation(%) | NA | 2.06 | 2.20 | 2.40 | 2.02 | NA | NA | … | … | 2.14 | 2.08 | 2.09 | 3.20 | 2.67 | 0.95 | 1.85 | 1.99 | 1.36 | 1.21 | 1.39 | 1.42 | 1.43 | 2.23 | 1.69 | 1.96 | 2.17 | 3.56 | 4.72 | 2.58 | 2.35 | 1.59 | 1.68 | 2.14 | 2.15 | 3.00 | 2.32 | 2.33 | 2.83 | 3.97 | 2.06 |
| Draw Down(%) | NA | 1.60 | 1.60 | 8.12 | 8.26 | NA | NA | … | … | 1.60 | 0.86 | 1.00 | 1.81 | 6.99 | 1.50 | 3.32 | 0.91 | 1.09 | 0.56 | 0.96 | 1.47 | 1.15 | 3.21 | 0.67 | 2.44 | 2.73 | 4.38 | 8.61 | 1.29 | 1.21 | 1.22 | 1.55 | 1.96 | 1.28 | 2.22 | 0.88 | 1.23 | 1.55 | 1.15 | 0.82 |
| Yield(%) | 0.00 | 3.25 | 3.48 | 2.46 | 1.98 | 1.96 | 2.49 | … | … | 1.11 | 3.62 | 3.54 | 3.44 | 1.38 | 0.19 | 1.21 | 2.74 | 1.50 | 1.09 | 1.36 | 1.82 | 2.95 | 1.19 | 3.32 | 2.02 | 3.16 | 2.95 | 4.68 | 4.74 | 3.54 | 2.65 | 1.82 | 2.28 | 4.49 | 5.12 | 5.87 | 5.20 | 6.14 | 5.70 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLCX (LOW DURATION FUND C) |
-1.78%
Oct 2019 – Oct 2022 |
-0.36%
Oct 2017 – Oct 2022 |
0.07%
Oct 2012 – Oct 2022 |
1.28%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLCX (LOW DURATION FUND C) |
6.94%
Feb 2000 – Feb 2003 |
6.56%
Oct 1996 – Oct 2001 |
4.48%
Aug 1996 – Aug 2006 |
4.61%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart