Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIQX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-5) | 7.92% | 20.35% | 16.04% | 7.00% | 10.36% | 10.55% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIQX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-5) | 03/04/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 20.35 | 16.04 | 7.00 | 10.36 | 10.55 | NA | … | … | 7.92 | 15.34 | 15.13 | 10.85 | -13.97 | 17.30 | 6.23 | 28.67 | -5.36 | 20.73 | 14.72 | -4.13 | 12.81 | 26.39 | 12.69 | 5.22 | 13.37 |
| Sharpe Ratio | NA | 1.87 | 1.06 | 0.30 | 0.54 | NA | NA | … | … | 1.59 | 0.79 | 1.05 | 0.57 | -0.75 | 1.34 | 0.19 | 2.46 | -0.48 | 3.05 | 1.11 | -0.28 | 1.25 | 2.52 | 1.09 | 0.25 | 0.98 |
| Standard Deviation(%) | NA | 10.73 | 12.98 | 14.91 | 16.26 | NA | NA | … | … | 11.69 | 15.92 | 10.96 | 12.80 | 20.59 | 12.92 | 31.92 | 11.04 | 14.15 | 6.61 | 13.12 | 14.79 | 10.23 | 10.45 | 11.73 | 21.00 | 16.41 |
| Draw Down(%) | NA | 7.07 | 16.52 | 22.56 | 37.67 | NA | NA | … | … | 7.07 | 15.47 | 7.57 | 11.84 | 21.16 | 6.36 | 37.67 | 5.86 | 17.05 | 2.68 | 8.63 | 13.02 | 6.96 | 6.11 | 8.80 | 16.68 | 11.55 |
| Yield(%) | 0.00 | 10.16 | 8.92 | 5.20 | 6.61 | 7.55 | 6.62 | … | … | 0.37 | 10.51 | 11.58 | 2.89 | 1.34 | 1.43 | 1.67 | 5.48 | 6.60 | 7.19 | 3.77 | 2.11 | 2.08 | 2.59 | 3.08 | 2.89 | 1.59 |
Data as of 06/10/2026, Common starting date is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIQX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-5) |
1.19%
Apr 2021 – Apr 2024 |
3.68%
Mar 2015 – Mar 2020 |
7.05%
Oct 2013 – Oct 2023 |
9.61%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIQX (EQUITY INCOME FUND FORMERLY EQUITY INCOME FUND I R-5) |
19.91%
Sep 2011 – Sep 2014 |
15.09%
Jun 2010 – Jun 2015 |
13.15%
Sep 2011 – Sep 2021 |
10.94%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart