Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTLDX (LOW DURATION FUND INSTITUTIONAL) | 0.43% | 4.55% | 2.95% | 1.30% | 1.65% | 1.89% | 2.75% | 4.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTLDX (LOW DURATION FUND INSTITUTIONAL) | 06/29/1987 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 06/29/1987.
AR inception is since 06/29/1987.
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 4.55 | 2.95 | 1.30 | 1.65 | 1.89 | 2.75 | 4.81 | 0.43 | 4.83 | 5.32 | -5.18 | -0.69 | 3.41 | 4.47 | 0.51 | 1.94 | 1.80 | 0.67 | 0.78 | 0.11 | 6.19 | 1.72 | 4.85 | 13.39 | -1.26 | 7.93 | 3.65 | 1.66 | 2.41 | 2.97 | 7.63 | 8.02 | 7.69 | 2.96 | 7.18 | 8.24 | 6.15 | 11.70 | 0.61 | 6.75 | 6.37 | 12.55 | 9.01 | 11.36 | 8.15 | 4.44 |
| Sharpe Ratio | NA | -0.77 | -0.48 | -0.57 | -0.02 | NA | NA | 0.93 | -0.67 | -0.80 | 0.33 | -2.44 | -0.73 | 1.66 | 1.47 | -0.56 | 1.05 | 1.09 | 0.43 | 0.51 | 0.03 | 3.51 | 0.83 | 2.13 | 3.65 | -0.45 | 1.84 | 0.15 | -0.30 | 0.82 | 1.03 | 2.87 | 1.83 | 1.42 | -0.10 | 1.28 | 1.77 | 0.72 | 2.46 | -0.98 | 2.00 | 1.36 | 3.30 | 1.25 | 1.20 | 0.76 | 0.83 |
| Standard Deviation(%) | NA | 2.05 | 2.70 | 2.27 | 2.01 | NA | NA | 2.75 | 1.97 | 2.20 | 3.26 | 2.69 | 0.98 | 1.91 | 2.08 | 1.43 | 1.25 | 1.46 | 1.50 | 1.49 | 2.26 | 1.76 | 2.03 | 2.23 | 3.64 | 4.79 | 2.69 | 2.49 | 1.72 | 1.79 | 2.22 | 2.27 | 3.17 | 2.54 | 2.51 | 3.02 | 2.66 | 3.64 | 3.19 | 2.39 | 2.32 | 2.90 | 2.66 | 2.98 | 4.69 | 4.58 | 5.70 |
| Draw Down(%) | NA | 0.96 | 3.74 | 7.69 | 7.69 | NA | NA | 8.04 | 0.86 | 0.96 | 1.75 | 6.83 | 1.11 | 3.32 | 0.91 | 0.90 | 0.45 | 0.91 | 1.20 | 1.06 | 3.10 | 0.67 | 2.34 | 2.67 | 4.25 | 8.04 | 1.21 | 1.21 | 1.07 | 1.38 | 1.81 | 1.28 | 2.14 | 0.80 | 1.11 | 1.55 | 1.08 | 1.87 | 1.50 | 1.88 | 1.07 | 1.45 | 0.50 | 1.00 | 1.48 | 1.01 | 2.00 |
| Yield(%) | 0.00 | 2.84 | 3.24 | 2.29 | 2.29 | 2.52 | 3.07 | 4.90 | 0.00 | 4.18 | 4.08 | 1.97 | 0.81 | 1.86 | 3.39 | 2.12 | 1.72 | 1.99 | 2.46 | 3.58 | 1.82 | 3.98 | 2.67 | 3.83 | 3.90 | 5.57 | 5.67 | 4.46 | 3.59 | 2.78 | 3.24 | 5.48 | 6.12 | 6.82 | 6.12 | 7.13 | 6.62 | 6.49 | 6.80 | 5.97 | 6.31 | 7.44 | 8.53 | 8.79 | 9.05 | 9.03 | 5.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLDX (LOW DURATION FUND INSTITUTIONAL) |
-1.28%
Oct 2019 - Oct 2022 |
0.19%
Oct 2017 - Oct 2022 |
0.67%
Oct 2012 - Oct 2022 |
1.90%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLDX (LOW DURATION FUND INSTITUTIONAL) |
11.37%
Feb 1989 - Feb 1992 |
10.25%
Aug 1987 - Aug 1992 |
8.23%
Aug 1987 - Aug 1997 |
7.72%
Aug 1987 - Aug 2002 |
Annualized Rolling Returns Comparison Chart