Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPBLX (PL Large-Cap Growth MT 529 A) | NA | 4.48% | -11.13% | -6.82% | NA | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPBLX (PL Large-Cap Growth MT 529 A) | 08/02/2002 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.48 | -11.13 | -6.82 | NA | NA | NA | … | … | -11.52 | 38.41 | -50.67 | 21.24 | -4.70 | 2.00 | 3.85 | 23.41 | 0.37 |
| Sharpe Ratio | NA | 0.26 | -0.39 | -0.33 | NA | NA | NA | … | … | -1.04 | 1.53 | -1.26 | 0.95 | -0.56 | -0.02 | 0.25 | 1.32 | 0.00 |
| Standard Deviation(%) | NA | 16.98 | 30.58 | 25.47 | NA | NA | NA | … | … | 18.22 | 25.01 | 41.00 | 19.29 | 14.45 | 10.43 | 11.50 | 17.18 | 28.60 |
| Draw Down(%) | NA | 15.71 | 58.74 | 58.74 | NA | NA | NA | … | … | 15.71 | 17.91 | 56.84 | 11.67 | 19.44 | 7.39 | 11.06 | 12.30 | 17.34 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.76 | 1.14 | 0.76 | 0.57 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 8.59 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/03/2010, Common starting date is 08/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBLX (PL Large-Cap Growth MT 529 A) |
-20.12%
Feb 2006 – Feb 2009 |
-11.68%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBLX (PL Large-Cap Growth MT 529 A) |
11.61%
Jan 2003 – Jan 2006 |
8.60%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart