Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOBCX (PL Port Optimization Moderate 529 MT B) | NA | 9.42% | 2.29% | 3.17% | 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 |
|---|---|---|
| MOBCX (PL Port Optimization Moderate 529 MT B) | 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 | 9.42 | 2.29 | 3.17 | NA | NA | NA | … | … | 0.00 | 9.31 | 27.16 | -27.43 | 6.53 | 10.65 | 5.62 | 7.09 |
| Sharpe Ratio | NA | 0.87 | 0.10 | 0.12 | NA | NA | NA | … | … | 0.00 | 0.85 | 1.54 | -1.17 | 0.35 | 1.03 | 0.59 | 1.03 |
| Standard Deviation(%) | NA | 10.70 | 18.37 | 15.36 | NA | NA | NA | … | … | NA | 10.85 | 17.61 | 24.11 | 9.94 | 7.18 | 5.84 | 6.66 |
| Draw Down(%) | NA | 8.70 | 39.05 | 41.03 | NA | NA | NA | … | … | 0.00 | 8.70 | 18.07 | 37.39 | 6.07 | 7.37 | 3.81 | 6.01 |
| Yield(%) | 0.00 | 0.71 | 1.84 | 2.94 | 1.90 | 1.26 | 0.95 | … | … | 0.00 | 0.70 | 1.81 | 3.34 | 4.63 | 4.37 | 1.41 | 0.92 |
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 |
|---|---|---|---|---|
| MOBCX (PL Port Optimization Moderate 529 MT B) |
-9.54%
Feb 2006 – Feb 2009 |
-1.93%
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 |
|---|---|---|---|---|
| MOBCX (PL Port Optimization Moderate 529 MT B) |
10.75%
Oct 2004 – Oct 2007 |
4.12%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart