Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPIAX (PL International Value 529 MT A) | NA | -9.48% | -17.71% | -4.81% | 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 |
|---|---|---|
| CPIAX (PL International Value 529 MT 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 | -9.48 | -17.71 | -4.81 | NA | NA | NA | … | … | -16.39 | 27.96 | -47.63 | 5.70 | 24.99 | 8.12 | 14.42 | 25.53 | 0.43 |
| Sharpe Ratio | NA | -0.44 | -0.54 | -0.23 | NA | NA | NA | … | … | -1.19 | 0.91 | -1.10 | 0.14 | 1.51 | 0.61 | 1.17 | 1.54 | 0.00 |
| Standard Deviation(%) | NA | 21.50 | 34.09 | 28.13 | NA | NA | NA | … | … | 22.24 | 30.73 | 43.91 | 18.85 | 14.40 | 9.74 | 11.51 | 16.13 | 29.17 |
| Draw Down(%) | NA | 20.88 | 65.99 | 65.99 | NA | NA | NA | … | … | 20.88 | 30.20 | 58.12 | 12.97 | 16.42 | 4.98 | 9.45 | 15.81 | 16.60 |
| Yield(%) | 0.00 | 1.81 | 1.81 | 6.76 | 5.17 | 3.45 | 2.58 | … | … | 0.48 | 1.91 | 1.58 | 2.98 | 24.49 | 1.91 | 1.78 | 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 |
|---|---|---|---|---|
| CPIAX (PL International Value 529 MT A) |
-19.58%
Feb 2006 – Feb 2009 |
-8.25%
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 |
|---|---|---|---|---|
| CPIAX (PL International Value 529 MT A) |
22.00%
Mar 2003 – Mar 2006 |
18.90%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart