Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPZSX (LARGECAP BLEND FUND II R-4) | NA | -14.80% | 7.59% | 8.46% | 4.01% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPZSX (LARGECAP BLEND FUND II R-4) | 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 | -14.80 | 7.59 | 8.46 | 4.01 | NA | NA | … | … | -19.50 | 10.53 | 30.59 | 15.04 | -0.88 | 13.31 | 29.33 | -36.78 | 5.28 | 15.62 | 0.21 | 9.90 | 11.53 |
| Sharpe Ratio | NA | -0.43 | 0.30 | 0.31 | 0.10 | NA | NA | … | … | -1.01 | 0.86 | 2.68 | 1.16 | -0.04 | 0.72 | 1.09 | -0.93 | 0.14 | 1.23 | -0.18 | 0.78 | 1.88 |
| Standard Deviation(%) | NA | 34.70 | 25.72 | 27.04 | 29.98 | NA | NA | … | … | 37.79 | 12.20 | 11.38 | 12.99 | 22.32 | 18.29 | 26.92 | 40.47 | 16.13 | 10.08 | 11.01 | 11.52 | 12.18 |
| Draw Down(%) | NA | 22.15 | 22.15 | 22.15 | 54.27 | NA | NA | … | … | 22.15 | 8.22 | 5.82 | 10.22 | 20.10 | 16.02 | 25.76 | 47.56 | 9.90 | 7.70 | 6.76 | 7.85 | 4.39 |
| Yield(%) | 0.00 | 13.74 | 16.89 | 12.35 | 7.00 | 5.93 | 4.44 | … | … | 0.00 | 14.48 | 31.83 | 1.43 | 0.88 | 0.95 | 1.16 | 0.84 | 9.87 | 6.19 | 0.51 | 6.68 | 0.57 |
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 |
|---|---|---|---|---|
| PPZSX (LARGECAP BLEND FUND II R-4) |
-14.52%
Feb 2006 – Feb 2009 |
-7.24%
Feb 2004 – Feb 2009 |
4.20%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPZSX (LARGECAP BLEND FUND II R-4) |
23.92%
Feb 2009 – Feb 2012 |
21.61%
Feb 2009 – Feb 2014 |
7.24%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart