Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPMAX (PL Mid-Cap Growth 529 MT A) | NA | 14.26% | -2.20% | 3.45% | 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 |
|---|---|---|
| CPMAX (PL Mid-Cap Growth 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 | 14.26 | -2.20 | 3.45 | NA | NA | NA | … | … | -0.10 | 59.58 | -46.97 | 21.60 | 8.82 | 17.01 | 20.66 | 28.38 | 3.14 |
| Sharpe Ratio | NA | 0.64 | -0.08 | 0.06 | NA | NA | NA | … | … | -0.01 | 1.98 | -1.07 | 1.01 | 0.35 | 1.14 | 1.43 | 1.49 | 0.22 |
| Standard Deviation(%) | NA | 22.12 | 34.19 | 28.33 | NA | NA | NA | … | … | 23.10 | 30.03 | 44.57 | 18.41 | 15.67 | 13.05 | 13.77 | 18.58 | 30.26 |
| Draw Down(%) | NA | 11.16 | 60.54 | 60.54 | NA | NA | NA | … | … | 11.16 | 19.63 | 57.51 | 10.94 | 16.28 | 8.44 | 11.45 | 11.22 | 21.56 |
| Yield(%) | 0.00 | 2.85 | 8.11 | 8.20 | 7.24 | 4.83 | 3.62 | … | … | 1.32 | 1.81 | 6.76 | 21.22 | 9.09 | 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 |
|---|---|---|---|---|
| CPMAX (PL Mid-Cap Growth 529 MT A) |
-15.46%
Feb 2006 – Feb 2009 |
-3.14%
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 |
|---|---|---|---|---|
| CPMAX (PL Mid-Cap Growth 529 MT A) |
25.39%
Mar 2003 – Mar 2006 |
21.02%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart