Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOCBX (PL Port Optimization Mod-Cnsrv 529 MT C) | NA | 7.09% | 3.00% | 3.58% | NA | NA | NA | … | … |
Data as of 01/21/2011, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOCBX (PL Port Optimization Mod-Cnsrv 529 MT C) | 02/04/2004 | 01/21/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.09 | 3.00 | 3.58 | NA | NA | NA | … | … | 0.00 | 7.62 | 22.12 | -19.46 | 5.93 | 7.65 | 3.51 | 4.73 |
| Sharpe Ratio | NA | 1.00 | 0.22 | 0.21 | NA | NA | NA | … | … | 0.00 | 1.06 | 1.84 | -1.27 | 0.44 | 0.86 | 0.32 | 0.89 |
| Standard Deviation(%) | NA | 7.00 | 12.23 | 10.23 | NA | NA | NA | … | … | NA | 7.09 | 11.94 | 15.98 | 6.59 | 5.10 | 4.19 | 4.76 |
| Draw Down(%) | NA | 5.81 | 29.54 | 30.04 | NA | NA | NA | … | … | 0.00 | 5.81 | 13.40 | 28.56 | 3.77 | 4.72 | 2.67 | 4.58 |
| Yield(%) | 0.00 | 0.70 | 2.28 | 3.05 | 1.90 | 1.27 | 0.95 | … | … | 0.00 | 0.70 | 2.44 | 4.11 | 4.05 | 4.23 | 1.50 | 1.14 |
Data as of 01/21/2011, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOCBX (PL Port Optimization Mod-Cnsrv 529 MT C) |
-5.90%
Feb 2006 – Feb 2009 |
-0.84%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOCBX (PL Port Optimization Mod-Cnsrv 529 MT C) |
7.54%
Oct 2004 – Oct 2007 |
4.32%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart