Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPADX (PL Port Optimization Mod-Agrsv 529 MT A) | NA | 12.20% | 1.86% | 2.96% | NA | NA | NA | … | … |
Data as of 01/21/2011, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPADX (PL Port Optimization Mod-Agrsv 529 MT A) | 02/04/2004 | 01/21/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.20 | 1.86 | 2.96 | NA | NA | NA | … | … | 0.00 | 11.55 | 31.27 | -33.82 | 7.17 | 13.62 | 7.34 | 8.80 |
| Sharpe Ratio | NA | 0.83 | 0.05 | 0.08 | NA | NA | NA | … | … | 0.00 | 0.77 | 1.31 | -1.07 | 0.32 | 1.15 | 0.71 | 1.02 |
| Standard Deviation(%) | NA | 14.58 | 24.86 | 20.69 | NA | NA | NA | … | … | NA | 14.80 | 23.74 | 32.48 | 12.93 | 8.99 | 7.26 | 8.56 |
| Draw Down(%) | NA | 11.50 | 47.34 | 50.12 | NA | NA | NA | … | … | 0.00 | 11.50 | 23.06 | 44.90 | 8.15 | 9.50 | 4.92 | 7.64 |
| Yield(%) | 0.00 | 0.71 | 1.84 | 3.22 | 2.14 | 1.42 | 1.07 | … | … | 0.00 | 0.70 | 1.69 | 3.46 | 5.71 | 4.51 | 1.71 | 0.83 |
Data as of 01/21/2011, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPADX (PL Port Optimization Mod-Agrsv 529 MT A) |
-12.87%
Feb 2006 – Feb 2009 |
-3.11%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPADX (PL Port Optimization Mod-Agrsv 529 MT A) |
13.71%
Oct 2004 – Oct 2007 |
4.15%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart