Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPABX (PL Port Optimization Cnsrv 529 MT B) | NA | 5.41% | 3.78% | 4.18% | 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 |
|---|---|---|
| MPABX (PL Port Optimization Cnsrv 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 | 5.41 | 3.78 | 4.18 | NA | NA | NA | … | … | 0.00 | 6.24 | 18.09 | -10.91 | 5.57 | 4.82 | 2.15 | 2.76 |
| Sharpe Ratio | NA | 1.40 | 0.52 | 0.48 | NA | NA | NA | … | … | 0.00 | 1.59 | 2.54 | -1.36 | 0.75 | 0.47 | -0.01 | 0.71 |
| Standard Deviation(%) | NA | 3.81 | 6.86 | 5.73 | NA | NA | NA | … | … | NA | 3.87 | 7.08 | 8.69 | 3.42 | 3.25 | 2.28 | 2.91 |
| Draw Down(%) | NA | 2.87 | 19.15 | 19.15 | NA | NA | NA | … | … | 0.00 | 2.87 | 8.72 | 18.87 | 1.75 | 2.31 | 1.55 | 3.33 |
| Yield(%) | 0.00 | 0.29 | 2.60 | 3.19 | 1.96 | 1.30 | 0.98 | … | … | 0.00 | 0.30 | 3.03 | 4.94 | 4.14 | 3.88 | 2.05 | 1.16 |
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 |
|---|---|---|---|---|
| MPABX (PL Port Optimization Cnsrv 529 MT B) |
-2.22%
Feb 2006 – Feb 2009 |
0.46%
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 |
|---|---|---|---|---|
| MPABX (PL Port Optimization Cnsrv 529 MT B) |
4.71%
Oct 2004 – Oct 2007 |
4.97%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart