Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWDAX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS A) | 8.48% | 22.06% | 14.52% | 6.04% | 5.16% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWDAX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS A) | 11/11/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 22.06 | 14.52 | 6.04 | 5.16 | NA | NA | … | … | 8.48 | 17.31 | 11.98 | -0.43 | -10.00 | 31.28 | -6.75 | -3.15 | -8.21 | 11.25 | 13.93 | -5.00 | 12.26 | 1.80 |
| Sharpe Ratio | NA | 2.05 | 0.87 | 0.28 | 0.26 | NA | NA | … | … | 2.12 | 0.84 | 0.63 | -0.35 | -0.71 | 2.17 | -0.30 | -0.40 | -0.75 | 1.40 | 1.10 | -0.51 | 1.19 | 1.68 |
| Standard Deviation(%) | NA | 10.91 | 13.95 | 14.36 | 14.64 | NA | NA | … | … | 10.81 | 17.33 | 13.28 | 11.70 | 16.21 | 14.40 | 23.34 | 11.48 | 12.80 | 7.60 | 12.51 | 9.93 | 10.27 | 8.39 |
| Draw Down(%) | NA | 5.34 | 16.84 | 21.51 | 41.11 | NA | NA | … | … | 5.34 | 16.84 | 7.54 | 16.11 | 16.34 | 5.87 | 28.90 | 12.85 | 15.78 | 5.38 | 7.09 | 7.75 | 6.37 | 3.06 |
| Yield(%) | 0.00 | 0.93 | 1.52 | 1.42 | 3.95 | 3.27 | 2.46 | … | … | 0.00 | 1.22 | 2.08 | 1.47 | 0.91 | 2.61 | 3.18 | 2.16 | 21.04 | 3.21 | 1.35 | 3.09 | 2.40 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWDAX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS A) |
-9.67%
Oct 2017 – Oct 2020 |
-3.49%
Mar 2015 – Mar 2020 |
2.28%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWDAX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS A) |
15.62%
May 2023 – May 2026 |
12.09%
Sep 2020 – Sep 2025 |
5.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart