Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWDCX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS C) | 10.46% | 24.69% | 14.48% | 5.62% | 4.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWDCX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS C) | 11/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 24.69 | 14.48 | 5.62 | 4.48 | NA | NA | … | … | 10.46 | 17.34 | 11.13 | -1.27 | -10.69 | 30.30 | -7.47 | -3.86 | -8.88 | 10.37 | 13.13 | -5.73 | -2.30 |
| Sharpe Ratio | NA | 1.99 | 0.84 | 0.23 | 0.20 | NA | NA | … | … | 2.11 | 0.85 | 0.63 | -0.42 | -0.74 | 2.11 | -0.33 | -0.46 | -0.80 | 1.29 | 1.03 | -0.61 | -1.48 |
| Standard Deviation(%) | NA | 10.96 | 13.49 | 14.12 | 14.56 | NA | NA | … | … | 10.89 | 17.35 | 11.82 | 11.83 | 16.33 | 14.35 | 23.41 | 11.53 | 12.90 | 7.57 | 12.52 | 9.47 | 15.80 |
| Draw Down(%) | NA | 5.49 | 16.86 | 22.51 | 42.09 | NA | NA | … | … | 5.49 | 16.86 | 7.52 | 16.63 | 16.71 | 5.92 | 29.07 | 13.34 | 16.28 | 5.50 | 7.13 | 8.16 | 5.01 |
| Yield(%) | 0.00 | 0.57 | 0.86 | 0.73 | 3.32 | 2.33 | 1.75 | … | … | 0.00 | 0.66 | 1.28 | 0.80 | 0.20 | 1.41 | 2.91 | 1.17 | 20.50 | 2.50 | 0.82 | 2.72 | 0.58 |
Data as of 06/04/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWDCX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS C) |
-10.31%
Oct 2017 – Oct 2020 |
-4.21%
Mar 2015 – Mar 2020 |
1.61%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWDCX (POWER DIVIDEND INDEX FUND POWER DIVIDEND INDEX FUND CLASS C) |
14.85%
May 2023 – May 2026 |
11.25%
Sep 2020 – Sep 2025 |
5.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart