Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAAX (PL Small-Cap Growth 529 MT A) | NA | 9.24% | -6.10% | -2.25% | NA | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAAX (PL Small-Cap Growth 529 MT A) | 08/02/2002 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.24 | -6.10 | -2.25 | NA | NA | NA | … | … | -3.22 | 46.62 | -46.57 | 13.82 | 6.24 | 2.52 | 10.84 | 25.34 | 3.60 |
| Sharpe Ratio | NA | 0.42 | -0.21 | -0.15 | NA | NA | NA | … | … | -0.24 | 1.60 | -1.15 | 0.59 | 0.19 | 0.03 | 0.68 | 1.48 | 0.28 |
| Standard Deviation(%) | NA | 21.65 | 32.40 | 26.98 | NA | NA | NA | … | … | 22.81 | 29.03 | 41.13 | 18.53 | 15.60 | 12.15 | 14.62 | 16.68 | 28.15 |
| Draw Down(%) | NA | 16.99 | 60.51 | 60.51 | NA | NA | NA | … | … | 16.99 | 20.16 | 57.85 | 10.02 | 14.93 | 9.22 | 14.62 | 12.91 | 17.26 |
| Yield(%) | 0.00 | 0.47 | 3.97 | 3.14 | 4.40 | 2.93 | 2.20 | … | … | 0.41 | 0.00 | 0.00 | 12.69 | 0.11 | 17.39 | 2.52 | 0.00 | 0.00 |
Data as of 08/03/2010, Common starting date is 08/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAAX (PL Small-Cap Growth 529 MT A) |
-17.91%
Feb 2006 – Feb 2009 |
-8.79%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAAX (PL Small-Cap Growth 529 MT A) |
17.31%
Mar 2003 – Mar 2006 |
12.96%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart