Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSPX (PREFERRED SECURITIES FUND CLASS P) | NA | 8.84% | 8.59% | 7.06% | -7.68% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 09/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSPX (PREFERRED SECURITIES FUND CLASS P) | 09/19/2001 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 8.84 | 8.59 | 7.06 | -7.68 | NA | NA | … | … | 3.10 | 10.88 | 1.43 | 19.18 | 1.52 | -57.18 | 1.43 | -37.79 | 1.76 | 15.62 | -1.05 | 4.89 | 25.15 | -20.94 | 12.86 |
| Sharpe Ratio | NA | 3.51 | 3.09 | -0.24 | -0.25 | NA | NA | … | … | 8.84 | 4.16 | 0.42 | 7.89 | 0.23 | -0.25 | 0.09 | -0.96 | -0.09 | 1.27 | -0.34 | 0.28 | 1.31 | -0.82 | 2.58 |
| Standard Deviation(%) | NA | 2.43 | 2.77 | 40.79 | 33.95 | NA | NA | … | … | 1.55 | 2.61 | 3.31 | 2.44 | 6.40 | 165.03 | 34.56 | 40.31 | 15.99 | 9.63 | 9.74 | 13.71 | 18.62 | 26.99 | 20.27 |
| Draw Down(%) | NA | 0.94 | 5.79 | 58.48 | 76.13 | NA | NA | … | … | 0.29 | 0.94 | 5.79 | 1.90 | 9.14 | 57.72 | 26.30 | 45.49 | 8.90 | 6.99 | 6.95 | 12.25 | 14.14 | 31.83 | 5.19 |
| Yield(%) | 0.00 | 6.16 | 7.07 | 6.12 | 0.97 | 0.70 | 0.52 | … | … | 0.84 | 6.44 | 8.02 | 6.92 | 6.59 | 2.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 09/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSPX (PREFERRED SECURITIES FUND CLASS P) |
-36.85%
Dec 2008 – Dec 2011 |
-21.17%
Dec 2008 – Dec 2013 |
-8.77%
Jan 2003 – Jan 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSPX (PREFERRED SECURITIES FUND CLASS P) |
12.74%
Sep 2002 – Sep 2005 |
12.55%
Sep 2002 – Sep 2007 |
-5.52%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart