Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PPZPX (LARGECAP BLEND FUND II R-5) NA -14.87% 7.63% 8.53% 4.13% NA NA
Data as of 06/16/2015, Common starting date is 06/26/2003
More Performance Analytics Comparison
Name Start Date End Date
PPZPX (LARGECAP BLEND FUND II R-5) 06/26/2003 06/16/2015
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
Annualized Return (%) 0.00 -14.87 7.63 8.53 4.13 NA NA -19.66 10.78 30.73 15.15 -0.75 13.46 29.28 -36.66 5.68 15.70 0.33 9.94 11.69
Sharpe Ratio NA -0.55 0.41 0.46 0.15 NA NA -1.01 0.89 2.68 1.17 -0.04 0.73 1.07 -0.93 0.16 1.23 -0.17 0.78 1.91
Standard Deviation(%) NA 27.24 18.52 18.64 21.79 NA NA 38.08 12.16 11.46 13.00 22.16 18.38 27.18 40.44 16.19 10.06 11.04 11.53 12.16
Draw Down(%) NA 22.23 22.23 22.23 54.12 NA NA 22.23 8.15 5.84 10.23 20.14 16.02 25.80 47.51 9.91 7.71 6.78 7.78 4.30
Yield(%) 0.00 13.87 17.05 12.51 7.12 6.04 4.53 0.00 14.64 32.07 1.61 1.01 0.94 1.36 0.87 10.03 6.35 0.63 6.72 0.70
Data as of 06/16/2015, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPZPX (LARGECAP BLEND FUND II R-5) -14.35%
Feb 2006 – Feb 2009
-7.08%
Feb 2004 – Feb 2009
4.32%
May 2005 – May 2015
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPZPX (LARGECAP BLEND FUND II R-5) 24.04%
Feb 2009 – Feb 2012
21.72%
Feb 2009 – Feb 2014
7.38%
Aug 2004 – Aug 2014
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return