Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUPPX (INTERNATIONAL FUND I R-4) | NA | 11.47% | -5.92% | 0.22% | 2.27% | 3.53% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUPPX (INTERNATIONAL FUND I R-4) | 12/22/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 11.47 | -5.92 | 0.22 | 2.27 | 3.53 | NA | … | … | 7.77 | 13.19 | -26.92 | 0.20 | 7.91 | 31.72 | -23.90 | 38.42 | -4.94 | 0.53 | 1.70 | 19.31 | 18.47 | -15.39 | 9.99 | 24.61 | -44.51 | 14.74 | 26.14 | 9.64 | 2.07 |
| Sharpe Ratio | NA | 0.32 | -0.59 | -0.11 | 0.04 | NA | NA | … | … | 0.12 | 0.69 | -1.35 | 0.01 | 0.25 | 2.46 | -1.51 | 4.54 | -0.30 | 0.03 | 0.14 | 1.49 | 1.09 | -0.53 | 0.45 | 0.85 | -1.09 | 0.63 | 1.60 | 0.70 | 14.27 |
| Standard Deviation(%) | NA | 13.80 | 17.94 | 20.19 | 17.61 | NA | NA | … | … | 14.04 | 13.03 | 21.06 | 18.35 | 30.00 | 12.32 | 16.80 | 8.37 | 16.95 | 16.11 | 11.76 | 12.91 | 17.07 | 29.11 | 21.91 | 28.74 | 41.59 | 18.72 | 14.37 | 10.65 | 9.49 |
| Draw Down(%) | NA | 9.19 | 40.30 | 42.48 | 42.48 | NA | NA | … | … | 9.19 | 13.30 | 34.35 | 16.27 | 36.01 | 8.18 | 32.44 | 4.21 | 15.30 | 16.23 | 11.89 | 9.35 | 16.39 | 28.51 | 19.11 | 28.73 | 55.00 | 12.90 | 16.12 | 6.95 | 0.50 |
| Yield(%) | 0.00 | 0.43 | 0.91 | 1.27 | 1.77 | 1.93 | 2.69 | … | … | 0.00 | 0.47 | 0.49 | 2.11 | 1.02 | 2.59 | 5.42 | 1.04 | 0.60 | 0.38 | 2.05 | 1.45 | 1.72 | 1.10 | 1.17 | 1.41 | 1.45 | 11.76 | 7.65 | 0.43 | 0.37 |
Data as of 11/25/2024, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUPPX (INTERNATIONAL FUND I R-4) |
-15.33%
Feb 2006 – Feb 2009 |
-8.08%
May 2007 – May 2012 |
0.14%
Dec 2006 – Dec 2016 |
-0.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUPPX (INTERNATIONAL FUND I R-4) |
17.99%
Feb 2009 – Feb 2012 |
15.66%
Feb 2009 – Feb 2014 |
9.11%
Feb 2009 – Feb 2019 |
6.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart