Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTOAX (STOCKSPLUS TOTAL RETURN FUND A) | 9.90% | 29.40% | 23.07% | 7.82% | 12.51% | 12.55% | 10.72% | … | … |
Data as of 06/03/2026, Common starting date is 08/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTOAX (STOCKSPLUS TOTAL RETURN FUND A) | 08/21/2003 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 29.40 | 23.07 | 7.82 | 12.51 | 12.55 | 10.72 | … | … | 9.90 | 19.80 | 25.31 | 26.42 | -24.39 | 4.01 | 16.86 | 32.64 | -6.01 | 22.91 | 14.64 | -2.40 | 13.55 | 29.83 | 25.90 | 2.40 | 25.51 | 40.49 | -43.13 | 8.07 | 13.33 | 3.67 | 13.13 | 12.54 |
| Sharpe Ratio | NA | 2.25 | 1.33 | 0.27 | 0.55 | NA | NA | … | … | 1.64 | 0.88 | 1.60 | 1.69 | -1.02 | 0.17 | 0.45 | 2.38 | -0.43 | 3.38 | 1.03 | -0.14 | 1.16 | 2.59 | 2.14 | 0.10 | 1.48 | 1.49 | -1.04 | 0.32 | 0.92 | 0.13 | 1.08 | 3.63 |
| Standard Deviation(%) | NA | 12.73 | 15.60 | 19.83 | 19.92 | NA | NA | … | … | 15.02 | 19.30 | 13.58 | 13.61 | 25.32 | 24.08 | 36.56 | 13.10 | 17.14 | 6.62 | 14.05 | 17.47 | 11.64 | 11.51 | 12.18 | 23.87 | 17.14 | 27.15 | 42.17 | 15.29 | 10.76 | 10.56 | 11.24 | 10.47 |
| Draw Down(%) | NA | 10.36 | 19.80 | 40.64 | 40.64 | NA | NA | … | … | 10.36 | 19.80 | 8.87 | 10.75 | 28.68 | 20.85 | 39.51 | 6.91 | 20.46 | 2.10 | 13.61 | 15.62 | 7.71 | 8.91 | 8.16 | 21.63 | 13.51 | 35.03 | 54.89 | 8.33 | 7.74 | 7.25 | 8.08 | 3.71 |
| Yield(%) | 0.00 | 17.55 | 13.11 | 7.27 | 10.24 | 11.57 | 8.57 | … | … | 0.00 | 18.80 | 12.13 | 3.00 | 1.30 | 10.16 | 3.44 | 10.12 | 9.46 | 18.69 | 0.01 | 5.05 | 19.66 | 15.65 | 9.01 | 2.98 | 7.97 | 25.21 | 5.18 | 14.44 | 10.64 | 14.18 | 4.30 | 3.79 |
Data as of 06/03/2026, Common starting date is 08/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTOAX (STOCKSPLUS TOTAL RETURN FUND A) |
-18.92%
Feb 2006 – Feb 2009 |
-9.26%
Feb 2004 – Feb 2009 |
7.47%
Feb 2006 – Feb 2016 |
7.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTOAX (STOCKSPLUS TOTAL RETURN FUND A) |
36.99%
Feb 2009 – Feb 2012 |
30.66%
Feb 2009 – Feb 2014 |
19.98%
Feb 2009 – Feb 2019 |
15.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart