Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWRCX (POWER INCOME FUND POWER INCOME FUND CLASS C) | -2.14% | -0.38% | 3.13% | -0.29% | 0.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWRCX (POWER INCOME FUND POWER INCOME 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 (%) | 0.00 | -0.38 | 3.13 | -0.29 | 0.51 | NA | NA | … | … | -2.14 | 1.50 | 3.54 | 7.15 | -10.37 | 2.12 | -5.54 | 8.03 | -3.00 | 2.38 | 4.87 | -2.47 | -1.04 |
| Sharpe Ratio | NA | -1.17 | 0.07 | -0.61 | -0.25 | NA | NA | … | … | -2.17 | -0.54 | -0.92 | 0.67 | -1.76 | 0.45 | -0.65 | 2.44 | -1.64 | 1.04 | 1.96 | -1.90 | -5.48 |
| Standard Deviation(%) | NA | 2.41 | 3.38 | 4.37 | 4.53 | NA | NA | … | … | 3.40 | 2.54 | 3.31 | 4.35 | 6.69 | 4.68 | 8.80 | 2.72 | 2.63 | 1.69 | 2.38 | 1.31 | 2.06 |
| Draw Down(%) | NA | 3.46 | 3.46 | 13.53 | 15.66 | NA | NA | … | … | 3.46 | 2.31 | 2.44 | 2.49 | 11.95 | 3.54 | 14.63 | 1.41 | 5.32 | 1.48 | 1.37 | 3.39 | 1.04 |
| Yield(%) | 0.00 | 1.11 | 2.50 | 1.77 | 1.59 | 1.13 | 0.85 | … | … | 0.00 | 1.48 | 3.84 | 3.23 | 0.05 | 1.27 | 0.07 | 0.71 | 2.79 | 2.96 | 0.45 | 1.30 | 0.16 |
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 |
|---|---|---|---|---|
| PWRCX (POWER INCOME FUND POWER INCOME FUND CLASS C) |
-4.73%
Dec 2019 – Dec 2022 |
-2.35%
Sep 2017 – Sep 2022 |
0.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWRCX (POWER INCOME FUND POWER INCOME FUND CLASS C) |
4.68%
Sep 2022 – Sep 2025 |
1.94%
Jan 2015 – Jan 2020 |
1.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart