Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQIAX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS A) | 8.52% | 22.69% | 16.92% | 7.01% | 10.33% | 10.42% | 8.06% | … | … |
Data as of 06/05/2026, Common starting date is 02/12/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQIAX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS A) | 02/12/1985 | 06/05/2026 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 22.69 | 16.92 | 7.01 | 10.33 | 10.42 | 8.06 | … | … | 8.52 | 15.29 | 14.84 | 10.92 | -14.08 | 17.22 | 6.12 | 28.45 | -5.44 | 20.53 | 15.17 | -4.26 | 12.68 | 26.21 | 12.48 | 5.06 | 15.98 | 19.98 | -34.23 | 4.85 | 11.60 | 6.14 | 18.72 | 29.22 | -12.82 | 5.24 | 6.32 | 1.67 | 2.02 | 8.04 | 6.62 | 28.26 | -2.84 | 7.93 | 8.73 | 16.80 | 0.10 | 11.22 | 14.12 | -2.30 | 6.70 | 8.38 |
| Sharpe Ratio | NA | 1.87 | 1.05 | 0.29 | 0.54 | NA | NA | … | … | 1.58 | 0.78 | 1.03 | 0.57 | -0.76 | 1.33 | 0.18 | 2.44 | -0.48 | 3.01 | 1.14 | -0.29 | 1.24 | 2.50 | 1.07 | 0.24 | 1.00 | 0.72 | -0.88 | 0.11 | 0.74 | 0.39 | 1.86 | 2.19 | -0.73 | 0.24 | 0.15 | -0.16 | -0.12 | 0.30 | 0.30 | 4.48 | -0.90 | 1.15 | 1.31 | 1.68 | -0.70 | 0.87 | 1.15 | -0.60 | 0.24 | 0.49 |
| Standard Deviation(%) | NA | 10.69 | 12.97 | 14.91 | 16.26 | NA | NA | … | … | 11.69 | 15.91 | 10.90 | 12.82 | 20.60 | 12.95 | 31.91 | 11.04 | 14.13 | 6.63 | 13.15 | 14.77 | 10.24 | 10.47 | 11.73 | 21.05 | 15.93 | 27.74 | 39.94 | 16.05 | 11.09 | 9.94 | 9.55 | 13.04 | 19.02 | 11.94 | 13.91 | 10.62 | 11.92 | 14.40 | 9.80 | 5.42 | 6.58 | 5.00 | 4.71 | 7.64 | 7.74 | 6.10 | 8.01 | 10.85 | 9.56 | 8.39 |
| Draw Down(%) | NA | 7.06 | 16.54 | 22.61 | 37.67 | NA | NA | … | … | 7.06 | 15.47 | 7.57 | 11.87 | 21.22 | 6.39 | 37.67 | 5.86 | 17.05 | 2.72 | 8.67 | 13.05 | 6.95 | 6.11 | 8.86 | 16.73 | 11.21 | 28.99 | 46.68 | 10.12 | 7.71 | 5.62 | 6.58 | 11.93 | 27.16 | 11.74 | 8.32 | 12.17 | 17.79 | 12.56 | 8.45 | 2.16 | 7.83 | 1.96 | 2.62 | 4.59 | 10.77 | 5.53 | 4.56 | 18.56 | 8.74 | 6.25 |
| Yield(%) | 0.00 | 10.23 | 8.99 | 5.11 | 6.51 | 7.33 | 5.71 | … | … | 0.35 | 10.43 | 11.48 | 2.79 | 1.26 | 1.32 | 1.58 | 5.32 | 6.50 | 7.06 | 4.19 | 1.98 | 1.95 | 2.43 | 2.86 | 2.68 | 2.63 | 3.11 | 2.11 | 10.86 | 1.56 | 2.10 | 1.73 | 2.33 | 2.35 | 2.95 | 3.28 | 2.88 | 2.88 | 3.47 | 3.60 | 4.46 | 3.95 | 3.94 | 4.29 | 5.56 | 5.09 | 5.91 | 5.56 | 5.96 | 6.05 | 7.68 |
Data as of 06/05/2026, Common starting date is 02/12/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIAX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS A) |
-15.89%
Feb 2006 – Feb 2009 |
-5.87%
Feb 2004 – Feb 2009 |
0.26%
Feb 1999 – Feb 2009 |
2.52%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIAX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I CLASS A) |
24.53%
Feb 2009 – Feb 2012 |
21.28%
Feb 2009 – Feb 2014 |
14.92%
Feb 2009 – Feb 2019 |
12.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart