Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARRX (REAL RETURN FUND ADMINISTRATIVE) | 0.57% | 5.28% | 4.29% | 1.05% | 2.67% | 2.47% | 3.55% | … | … |
Data as of 06/09/2026, Common starting date is 05/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARRX (REAL RETURN FUND ADMINISTRATIVE) | 05/18/2000 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 5.28 | 4.29 | 1.05 | 2.67 | 2.47 | 3.55 | … | … | 0.57 | 7.91 | 2.35 | 3.48 | -12.04 | 5.43 | 11.81 | 8.25 | -2.21 | 3.95 | 4.49 | -2.98 | 3.18 | -9.27 | 8.99 | 11.30 | 7.28 | 17.22 | -6.67 | 11.36 | 0.04 | 2.38 | 8.92 | 8.20 | 16.73 | 8.42 | 9.16 |
| Sharpe Ratio | NA | 0.54 | 0.19 | -0.24 | 0.19 | NA | NA | … | … | -0.26 | 1.04 | -0.27 | -0.03 | -1.49 | 1.14 | 1.45 | 1.69 | -1.14 | 0.88 | 0.93 | -0.54 | 0.72 | -1.46 | 2.00 | 1.75 | 1.11 | 1.99 | -0.66 | 1.36 | -0.64 | 0.02 | 1.29 | 1.03 | 3.26 | 1.24 | 2.80 |
| Standard Deviation(%) | NA | 3.92 | 5.16 | 6.27 | 5.66 | NA | NA | … | … | 4.41 | 4.87 | 4.71 | 6.91 | 9.06 | 4.75 | 7.92 | 4.01 | 3.15 | 3.75 | 4.58 | 5.54 | 4.40 | 6.35 | 4.51 | 6.43 | 6.45 | 8.59 | 11.58 | 6.08 | 5.25 | 5.07 | 6.14 | 7.28 | 4.78 | 4.90 | 3.88 |
| Draw Down(%) | NA | 2.66 | 4.57 | 14.59 | 14.59 | NA | NA | … | … | 2.66 | 3.75 | 3.72 | 6.21 | 14.30 | 3.11 | 11.25 | 2.31 | 3.30 | 2.10 | 4.25 | 6.81 | 4.21 | 11.85 | 2.16 | 3.80 | 5.92 | 5.93 | 19.40 | 4.00 | 4.26 | 3.43 | 5.96 | 7.36 | 4.63 | 5.37 | 0.99 |
| Yield(%) | 0.00 | 3.96 | 3.48 | 4.05 | 3.35 | 3.18 | 3.83 | … | … | 1.74 | 3.81 | 2.90 | 3.00 | 7.26 | 4.86 | 2.58 | 1.77 | 2.34 | 2.35 | 0.87 | 0.79 | 3.64 | 1.37 | 4.89 | 7.33 | 1.95 | 2.95 | 7.17 | 8.04 | 3.92 | 5.91 | 6.62 | 8.23 | 5.79 | 6.81 | 6.18 |
Data as of 06/09/2026, Common starting date is 05/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARRX (REAL RETURN FUND ADMINISTRATIVE) |
-3.15%
Dec 2012 – Dec 2015 |
-0.66%
Apr 2013 – Apr 2018 |
0.63%
Sep 2012 – Sep 2022 |
2.50%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARRX (REAL RETURN FUND ADMINISTRATIVE) |
14.39%
Nov 2008 – Nov 2011 |
10.14%
Jun 2000 – Jun 2005 |
7.83%
Oct 2000 – Oct 2010 |
6.01%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart