Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTSAX (TOTAL RETURN FUND III INSTITUTIONAL) | 0.00% | 5.53% | 4.81% | -0.05% | 1.90% | 2.27% | 3.84% | … | … |
Data as of 06/04/2026, Common starting date is 05/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSAX (TOTAL RETURN FUND III INSTITUTIONAL) | 05/30/1991 | 06/04/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.53 | 4.81 | -0.05 | 1.90 | 2.27 | 3.84 | … | … | 0.00 | 8.57 | 2.31 | 5.80 | -15.58 | -1.09 | 8.96 | 8.95 | -0.79 | 4.70 | 2.72 | 0.42 | 4.55 | -2.05 | 9.72 | 3.53 | 9.12 | 13.86 | 4.22 | 8.54 | 3.87 | 2.55 | 5.46 | 6.38 | 9.95 | 9.99 | 10.11 | -0.95 | 10.37 | 10.22 | 4.63 | 17.12 | -3.42 | 5.95 | -3.57 | 10.76 |
| Sharpe Ratio | NA | 0.89 | 0.34 | -0.41 | 0.06 | NA | NA | … | … | -0.44 | 1.16 | -0.24 | 0.28 | -2.29 | -0.33 | 1.65 | 1.88 | -0.75 | 1.27 | 0.73 | 0.10 | 1.58 | -0.53 | 3.58 | 0.99 | 2.42 | 2.44 | 0.42 | 1.24 | 0.12 | 0.09 | 1.23 | 1.39 | 2.13 | 1.35 | 1.29 | -0.97 | 1.50 | 1.66 | 0.15 | 2.72 | -1.31 | 0.52 | -0.46 | 2.52 |
| Standard Deviation(%) | NA | 4.39 | 5.76 | 6.11 | 5.11 | NA | NA | … | … | 5.03 | 4.93 | 5.52 | 7.64 | 7.46 | 3.37 | 5.26 | 3.97 | 2.89 | 3.19 | 3.42 | 3.75 | 2.87 | 3.92 | 2.72 | 3.55 | 3.73 | 5.64 | 7.72 | 4.37 | 3.89 | 3.10 | 3.64 | 4.07 | 4.14 | 5.66 | 4.56 | 4.44 | 4.61 | 3.93 | 6.28 | 4.82 | 4.96 | 7.20 | 13.18 | 6.04 |
| Draw Down(%) | NA | 3.63 | 6.23 | 20.58 | 20.58 | NA | NA | … | … | 3.63 | 3.34 | 4.00 | 7.82 | 19.47 | 3.51 | 8.21 | 2.31 | 3.08 | 1.62 | 3.79 | 3.06 | 1.26 | 6.13 | 1.12 | 3.86 | 4.10 | 6.33 | 6.64 | 2.89 | 2.64 | 2.88 | 3.44 | 4.68 | 2.23 | 4.06 | 3.25 | 3.64 | 2.89 | 2.60 | 5.01 | 2.24 | 6.44 | 6.78 | 12.43 | 3.41 |
| Yield(%) | 0.00 | 3.65 | 3.82 | 3.17 | 3.22 | 3.45 | 4.54 | … | … | 1.27 | 4.03 | 3.84 | 3.62 | 3.59 | 2.83 | 4.78 | 3.65 | 2.48 | 2.08 | 2.95 | 4.50 | 5.36 | 3.14 | 6.18 | 3.60 | 8.78 | 6.22 | 9.48 | 5.64 | 4.61 | 4.32 | 5.40 | 5.78 | 8.28 | 7.47 | 6.53 | 5.75 | 11.06 | 7.89 | 6.24 | 6.90 | 6.15 | 6.20 | 6.26 | 4.72 |
Data as of 06/04/2026, Common starting date is 05/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSAX (TOTAL RETURN FUND III INSTITUTIONAL) |
-6.24%
Oct 2020 – Oct 2023 |
-1.05%
Oct 2017 – Oct 2022 |
0.54%
Oct 2012 – Oct 2022 |
2.27%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSAX (TOTAL RETURN FUND III INSTITUTIONAL) |
12.08%
May 2000 – May 2003 |
9.04%
Jul 2007 – Jul 2012 |
8.23%
Dec 1994 – Dec 2004 |
7.73%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart