Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXTAX (FUNDAMENTAL INDEXPLUS TR FUND ADMINISTRATIVE) | NA | 67.83% | 12.02% | 14.11% | 12.82% | 11.42% | NA | … | … |
Data as of 04/07/2021, Common starting date is 07/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXTAX (FUNDAMENTAL INDEXPLUS TR FUND ADMINISTRATIVE) | 07/21/2005 | 04/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 67.83 | 12.02 | 14.11 | 12.82 | 11.42 | NA | … | … | 14.15 | 4.32 | 26.24 | -8.33 | 19.08 | 19.33 | -6.97 | 11.91 | 34.60 | 26.56 | 5.01 | 29.88 | 56.99 | -43.80 | 7.49 | 16.81 | 1.39 |
| Sharpe Ratio | NA | 3.11 | 0.44 | 0.64 | 0.66 | NA | NA | … | … | 5.09 | 0.10 | 1.84 | -0.60 | 2.35 | 1.34 | -0.41 | 1.00 | 2.90 | 2.28 | 0.22 | 1.58 | 1.74 | -0.99 | 0.29 | 1.23 | 0.05 |
| Standard Deviation(%) | NA | 21.80 | 25.41 | 20.96 | 18.74 | NA | NA | … | … | 13.17 | 39.32 | 13.46 | 16.19 | 7.89 | 14.27 | 17.25 | 11.91 | 11.91 | 11.72 | 23.09 | 18.91 | 32.71 | 44.88 | 15.28 | 10.93 | 10.54 |
| Draw Down(%) | NA | 11.41 | 44.07 | 44.07 | 44.07 | NA | NA | … | … | 3.13 | 44.07 | 8.70 | 21.05 | 3.46 | 12.83 | 16.64 | 9.25 | 8.51 | 7.99 | 20.81 | 15.38 | 37.02 | 57.87 | 9.16 | 7.77 | 6.91 |
| Yield(%) | 0.00 | 21.70 | 13.17 | 12.15 | 12.04 | 9.29 | 7.23 | … | … | 8.78 | 7.13 | 17.51 | 11.37 | 8.11 | 0.00 | 5.49 | 15.11 | 17.30 | 15.80 | 9.91 | 27.80 | 55.81 | 1.19 | 6.75 | 14.19 | 3.36 |
Data as of 04/07/2021, Common starting date is 07/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTAX (FUNDAMENTAL INDEXPLUS TR FUND ADMINISTRATIVE) |
-19.74%
Feb 2006 – Feb 2009 |
1.07%
Mar 2015 – Mar 2020 |
9.29%
Feb 2006 – Feb 2016 |
9.57%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTAX (FUNDAMENTAL INDEXPLUS TR FUND ADMINISTRATIVE) |
46.14%
Feb 2009 – Feb 2012 |
37.26%
Feb 2009 – Feb 2014 |
22.00%
Feb 2009 – Feb 2019 |
11.41%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart