Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXTIX (FUNDAMENTAL INDEXPLUS TR FUND INSTITUTIONAL) | 20.19% | 42.85% | 26.60% | 11.48% | 13.29% | 13.22% | 12.13% | … | … |
Data as of 06/03/2026, Common starting date is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXTIX (FUNDAMENTAL INDEXPLUS TR FUND INSTITUTIONAL) | 07/20/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 42.85 | 26.60 | 11.48 | 13.29 | 13.22 | 12.13 | … | … | 20.19 | 21.47 | 17.25 | 18.55 | -18.15 | 27.59 | 4.33 | 26.57 | -8.04 | 19.32 | 19.48 | -6.55 | 11.97 | 34.85 | 26.87 | 5.33 | 30.41 | 57.25 | -43.67 | 7.73 | 17.16 | 0.14 |
| Sharpe Ratio | NA | 3.13 | 1.51 | 0.13 | 0.22 | NA | NA | … | … | 3.70 | 0.99 | 0.95 | 0.10 | -0.75 | 1.77 | 0.11 | 1.90 | -0.58 | 2.37 | 1.34 | -0.38 | 1.00 | 2.93 | 2.31 | 0.23 | 1.59 | 1.74 | -0.99 | 0.30 | 1.26 | -0.21 |
| Standard Deviation(%) | NA | 12.99 | 15.52 | 71.77 | 52.78 | NA | NA | … | … | 13.69 | 18.79 | 14.34 | 156.40 | 26.13 | 15.62 | 38.43 | 13.21 | 16.19 | 7.92 | 14.39 | 17.37 | 12.01 | 11.87 | 11.71 | 23.17 | 19.07 | 32.78 | 44.77 | 15.30 | 10.93 | 10.74 |
| Draw Down(%) | NA | 6.30 | 19.08 | 74.44 | 74.44 | NA | NA | … | … | 6.30 | 19.08 | 8.03 | 68.93 | 22.90 | 7.36 | 44.15 | 8.61 | 20.88 | 3.52 | 12.93 | 16.36 | 9.19 | 8.35 | 8.07 | 20.54 | 15.17 | 36.96 | 57.80 | 9.15 | 7.65 | 6.87 |
| Yield(%) | 0.00 | 7.41 | 9.73 | 15.56 | 15.28 | 14.74 | 10.02 | … | … | 0.80 | 8.31 | 13.23 | 9.01 | 5.61 | 18.99 | 7.10 | 17.19 | 11.32 | 8.14 | 0.00 | 5.79 | 15.06 | 17.40 | 15.81 | 9.98 | 27.87 | 55.82 | 1.29 | 7.00 | 14.40 | 3.44 |
Data as of 06/03/2026, Common starting date is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTIX (FUNDAMENTAL INDEXPLUS TR FUND INSTITUTIONAL) |
-26.80%
Jan 2020 – Jan 2023 |
-15.75%
Feb 2018 – Feb 2023 |
-2.23%
Feb 2013 – Feb 2023 |
2.36%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTIX (FUNDAMENTAL INDEXPLUS TR FUND INSTITUTIONAL) |
75.38%
Feb 2023 – Feb 2026 |
37.64%
Feb 2009 – Feb 2014 |
22.29%
Feb 2009 – Feb 2019 |
18.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart