Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVUIX (MIDCAP VALUE FUND III INSTITUTIONAL CLASS) | NA | -1.98% | 6.92% | 5.39% | 13.30% | 6.68% | NA | … | … |
Data as of 04/12/2019, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVUIX (MIDCAP VALUE FUND III INSTITUTIONAL CLASS) | 12/20/2001 | 04/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | -1.98 | 6.92 | 5.39 | 13.30 | 6.68 | NA | … | … | 16.52 | -19.50 | 16.14 | 12.32 | -4.10 | 11.15 | 36.83 | 17.13 | 2.48 | 20.89 | 30.04 | -36.21 | -0.19 | 15.79 | 0.04 | 9.66 | 28.21 | -8.02 | 2.30 |
| Sharpe Ratio | NA | -0.25 | 0.47 | 0.36 | 0.77 | NA | NA | … | … | 5.54 | -1.34 | 1.80 | 0.81 | -0.27 | 0.89 | 2.94 | 1.24 | 0.09 | 1.01 | 0.99 | -0.93 | -0.21 | 0.96 | -0.10 | 0.64 | 1.96 | -0.47 | 33.35 |
| Standard Deviation(%) | NA | 14.04 | 12.79 | 13.59 | 16.96 | NA | NA | … | … | 12.70 | 15.63 | 8.64 | 14.96 | 15.17 | 12.46 | 12.51 | 13.86 | 26.77 | 20.69 | 30.30 | 39.65 | 15.95 | 12.96 | 21.86 | 13.46 | 14.00 | 19.45 | 4.75 |
| Draw Down(%) | NA | 23.20 | 27.60 | 27.60 | 27.60 | NA | NA | … | … | 3.36 | 27.60 | 3.65 | 12.71 | 12.83 | 9.65 | 6.26 | 11.29 | 23.45 | 16.78 | 28.15 | 48.97 | 14.22 | 7.84 | 16.76 | 9.19 | 10.68 | 23.15 | 0.19 |
| Yield(%) | 0.00 | 10.22 | 7.53 | 6.76 | 10.11 | 5.61 | 5.24 | … | … | 0.00 | 9.71 | 8.08 | 1.99 | 3.53 | 9.15 | 5.00 | 1.77 | 1.32 | 1.78 | 2.18 | 1.53 | 8.97 | 7.46 | 1.11 | 0.27 | 1.35 | 1.03 | 1.04 |
Data as of 04/12/2019, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVUIX (MIDCAP VALUE FUND III INSTITUTIONAL CLASS) |
-16.08%
Feb 2006 – Feb 2009 |
-8.20%
Feb 2004 – Feb 2009 |
4.18%
May 2002 – May 2012 |
5.82%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVUIX (MIDCAP VALUE FUND III INSTITUTIONAL CLASS) |
28.27%
Feb 2009 – Feb 2012 |
26.02%
Feb 2009 – Feb 2014 |
14.99%
Feb 2009 – Feb 2019 |
9.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart