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PFPPX: MIDCAP GROWTH FUND R-3 (MUTUAL FUND)
Basic Info 10.71 0.07(0.65%) July 11
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.76% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/15/2006 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 4.9 | 20.7 | 11.6 | 8.9 | 9.8 | 12.3 | 9.4 | 9.9 | 22.0 | 13.3 | -32.6 | -5.4 | 44.7 | 30.8 | -9.7 | 28.5 | 2.6 | 1.7 | 12.5 | 34.5 | 13.1 | -7.1 | 29.8 | 25.9 | -41.6 | 29.1 | 1.6 | 12.7 | 10.0 | 32.1 | -40.8 | -25.3 | 10.5 |
| Sharpe Ratio | NA | 0.2 | 0.64 | 0.36 | 0.28 | 0.36 | NA | NA | 0.21 | 0.84 | 0.5 | -1.09 | -0.18 | 1.22 | 1.65 | -0.48 | 2.45 | 0.15 | 0.1 | 0.69 | 2.06 | 0.75 | -0.23 | 1.22 | 0.97 | -1.04 | 1.44 | -0.1 | 0.73 | 0.6 | 1.77 | -1.45 | -0.66 | NA |
| Draw Down(%) | NA | 28.5 | 29.3 | 29.3 | 40.3 | 40.3 | NA | NA | 65.7 | 13.4 | 20.0 | 35.4 | 26.6 | 36.6 | 11.2 | 29.4 | 4.3 | 18.1 | 13.3 | 13.9 | 7.6 | 12.7 | 26.2 | 17.0 | 17.0 | 51.7 | 10.5 | 18.9 | 9.3 | 14.5 | 11.7 | 49.2 | 52.8 | NA |
| Standard Deviation(%) | NA | 32.6 | 27.5 | 22.8 | 24.5 | 23.2 | NA | NA | 24.2 | 18.2 | 18.3 | 31.4 | 30.7 | 36.2 | 17.8 | 23.1 | 11.4 | 16.3 | 17.2 | 18.1 | 16.8 | 17.5 | 30.7 | 24.3 | 26.7 | 40.7 | 18.2 | 16.8 | 14.3 | 14.9 | 17.7 | 29.0 | 42.6 | NA |
| Treynor Ratio | NA | 0.05 | 0.15 | 0.08 | 0.06 | 0.09 | NA | NA | 0.05 | 0.14 | 0.09 | -0.36 | -0.04 | 0.61 | 0.24 | -0.09 | 0.22 | 0.03 | 0.02 | 0.11 | 0.29 | 0.13 | -0.07 | 0.27 | 0.31 | -0.5 | 0.26 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | -0.06 | -0.01 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.03 | -0.03 | -0.11 | 0.07 | -0.03 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.04 | -0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.21 | 1.18 | 1.05 | 1.06 | 0.98 | NA | NA | 0.96 | 1.11 | 1.03 | 0.95 | 1.26 | 0.73 | 1.2 | 1.21 | 1.25 | 0.95 | 1.04 | 1.12 | 1.21 | 1.03 | 1.05 | 1.09 | 0.82 | 0.86 | 1.0 | 1.11 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.92 | 0.9 | 0.9 | 0.8 | NA | NA | 0.63 | 0.85 | 0.9 | 0.95 | 0.61 | 0.51 | 0.88 | 0.92 | 0.8 | 0.86 | 0.91 | 0.72 | 0.91 | 0.9 | 0.94 | 0.96 | 0.85 | 0.96 | 0.91 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 7.6 | 7.2 | 10.9 | 8.4 | N/A | 0.0 | 0.0 | 0.0 | 18.9 | 15.5 | 5.6 | 13.2 | 4.6 | 0.0 | 2.5 | 21.8 | 26.5 | 6.5 | 11.3 | 0.9 | 0.0 | 0.0 | 8.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 76.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 71.7 | 250.6 | -67.6 | 255.6 | N/A | -100.0 | -89.7 | -14.8 | 345.3 | -54.2 | 1594.4 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2006
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See Mid-Cap Growth Asset Class Trend Rankings |
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