Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTTCX (TOTAL RETURN FUND C) | -0.48% | 5.60% | 4.08% | -0.37% | 0.80% | 1.29% | 2.81% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTCX (TOTAL RETURN FUND C) | 06/20/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.60 | 4.08 | -0.37 | 0.80 | 1.29 | 2.81 | … | … | -0.48 | 8.20 | 1.51 | 5.16 | -15.04 | -1.90 | 3.96 | 7.09 | -1.37 | 4.15 | 1.25 | -0.39 | 3.51 | -3.03 | 9.15 | 2.98 | 7.61 | 12.49 | 3.55 | 7.78 | 2.75 | 1.66 | 3.88 | 4.30 | 8.88 | 8.18 | 10.72 | -5.63 | -0.57 | -0.09 | 4.84 |
| Sharpe Ratio | NA | 0.84 | 0.22 | -0.46 | -0.14 | NA | NA | … | … | -0.54 | 1.02 | -0.39 | 0.20 | -2.15 | -0.56 | 0.59 | 1.38 | -0.90 | 1.06 | 0.31 | -0.12 | 1.30 | -0.79 | 3.36 | 0.92 | 2.02 | 2.51 | 0.37 | 1.08 | -0.18 | -0.20 | 0.81 | 0.83 | 1.94 | 1.09 | 1.62 | -2.24 | -0.68 | -0.85 | 1.10 |
| Standard Deviation(%) | NA | 4.63 | 5.83 | 6.20 | 5.31 | NA | NA | … | … | 5.22 | 5.21 | 5.47 | 7.56 | 7.70 | 3.46 | 6.31 | 4.07 | 3.07 | 3.30 | 3.38 | 3.56 | 2.68 | 3.90 | 2.73 | 3.22 | 3.71 | 4.93 | 6.96 | 4.28 | 3.63 | 3.02 | 3.59 | 4.33 | 3.99 | 5.34 | 4.02 | 4.02 | 5.89 | 4.40 | 5.14 |
| Draw Down(%) | NA | 3.87 | 6.44 | 19.92 | 22.90 | NA | NA | … | … | 3.87 | 3.54 | 4.23 | 7.90 | 18.75 | 3.62 | 8.00 | 2.35 | 3.43 | 1.69 | 4.27 | 3.37 | 1.27 | 6.81 | 1.35 | 3.57 | 4.46 | 3.61 | 6.72 | 3.14 | 3.04 | 3.05 | 3.93 | 5.08 | 2.44 | 4.21 | 2.77 | 6.25 | 6.70 | 3.49 | 2.49 |
| Yield(%) | 0.00 | 3.23 | 3.29 | 2.51 | 2.19 | 2.59 | 3.59 | … | … | 1.11 | 3.58 | 3.46 | 2.79 | 2.66 | 1.21 | 1.45 | 2.91 | 1.93 | 1.54 | 1.86 | 5.13 | 3.78 | 1.89 | 5.67 | 2.77 | 7.06 | 5.72 | 8.42 | 4.57 | 3.82 | 3.23 | 4.25 | 3.90 | 6.71 | 7.29 | 5.46 | 0.45 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTCX (TOTAL RETURN FUND C) |
-7.63%
Oct 2020 – Oct 2023 |
-2.36%
Oct 2017 – Oct 2022 |
-0.62%
Oct 2012 – Oct 2022 |
1.29%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTCX (TOTAL RETURN FUND C) |
10.35%
May 2000 – May 2003 |
8.08%
Jul 2007 – Jul 2012 |
6.69%
Oct 2000 – Oct 2010 |
5.77%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart