Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOABX (PL Port Optimization Mod-Cnsrv 529 MT A) | NA | 7.80% | 3.75% | 4.29% | 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 |
|---|---|---|
| MOABX (PL Port Optimization Mod-Cnsrv 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 | 7.80 | 3.75 | 4.29 | NA | NA | NA | … | … | 0.00 | 8.33 | 22.88 | -18.71 | 6.65 | 8.21 | 4.05 | 5.11 |
| Sharpe Ratio | NA | 1.11 | 0.28 | 0.29 | NA | NA | NA | … | … | 0.00 | 1.17 | 1.94 | -1.24 | 0.56 | 0.96 | 0.45 | 0.97 |
| Standard Deviation(%) | NA | 6.96 | 12.09 | 10.12 | NA | NA | NA | … | … | NA | 7.05 | 11.77 | 15.80 | 6.50 | 5.11 | 4.17 | 4.81 |
| Draw Down(%) | NA | 5.62 | 28.93 | 29.15 | NA | NA | NA | … | … | 0.00 | 5.62 | 13.21 | 28.06 | 3.75 | 4.70 | 2.66 | 4.48 |
| Yield(%) | 0.00 | 0.85 | 2.74 | 3.55 | 2.25 | 1.50 | 1.12 | … | … | 0.00 | 0.85 | 3.17 | 4.76 | 4.69 | 4.68 | 1.94 | 1.43 |
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 |
|---|---|---|---|---|
| MOABX (PL Port Optimization Mod-Cnsrv 529 MT A) |
-5.21%
Feb 2006 – Feb 2009 |
-0.21%
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 |
|---|---|---|---|---|
| MOABX (PL Port Optimization Mod-Cnsrv 529 MT A) |
8.13%
Oct 2004 – Oct 2007 |
5.02%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart