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PSPDX: STOCKSPLUS FUND D (MUTUAL FUND)
Basic Info 10.36 0.15(1.47%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 05/13/1993 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 4.65% |
| Expenses | 0.90% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/13/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -4.5 | 4.5 | 3.9 | 8.0 | 8.1 | 10.6 | 8.3 | 6.1 | 15.8 | 26.0 | -28.6 | 14.5 | 16.6 | 32.1 | -5.3 | 21.4 | 12.5 | -0.0 | 13.5 | 32.4 | 20.5 | 1.2 | 17.8 | 41.6 | -45.6 | 6.0 | 14.3 | 2.7 | 10.1 | 29.0 | -20.2 | -12.7 | -8.5 | 8.2 | 16.0 | 9.7 | 4.1 | 11.2 | -3.1 | 0.3 |
| Sharpe Ratio | NA | -0.82 | -0.25 | -0.08 | 0.29 | 0.32 | NA | NA | 0.21 | 0.63 | 1.67 | -1.14 | 0.86 | 0.46 | 2.41 | -0.39 | 3.12 | 0.92 | 0.0 | 1.2 | 2.89 | 1.58 | 0.05 | 0.96 | 1.49 | -1.02 | 0.19 | 1.1 | 0.05 | 0.81 | 1.62 | -0.84 | -0.71 | -0.56 | 0.24 | 0.54 | 0.29 | 0.04 | 0.47 | -0.54 | -0.17 |
| Draw Down(%) | NA | 20.2 | 24.5 | 24.5 | 35.9 | 36.5 | NA | NA | 62.8 | 9.9 | 10.2 | 30.1 | 12.8 | 36.5 | 6.6 | 20.1 | 2.7 | 11.6 | 12.6 | 7.6 | 6.6 | 9.7 | 21.6 | 16.3 | 32.4 | 56.4 | 9.8 | 7.9 | 7.0 | 8.1 | 13.0 | 32.5 | 29.1 | 16.5 | 11.9 | 20.1 | 13.6 | 11.7 | 13.8 | 8.7 | 6.3 |
| Standard Deviation(%) | NA | 29.5 | 21.0 | 20.1 | 19.5 | 19.3 | NA | NA | 19.8 | 14.6 | 13.2 | 26.3 | 16.8 | 35.1 | 12.7 | 17.0 | 6.7 | 13.4 | 15.9 | 11.2 | 11.2 | 13.1 | 24.3 | 18.4 | 27.8 | 45.6 | 16.1 | 10.0 | 10.3 | 11.3 | 17.4 | 25.4 | 21.5 | 22.4 | 20.6 | 23.3 | 21.6 | 14.5 | 15.6 | 11.2 | 9.7 |
| Treynor Ratio | NA | -0.24 | -0.05 | -0.02 | 0.06 | 0.06 | NA | NA | 0.04 | 0.09 | 0.22 | -0.3 | 0.15 | 0.16 | 0.32 | -0.07 | 0.22 | 0.12 | 0.0 | 0.14 | 0.32 | 0.21 | 0.01 | 0.18 | 0.42 | -0.43 | 0.03 | 0.12 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.03 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.05 | -0.04 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | -0.04 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 1.0 | 1.0 | 0.98 | 0.99 | NA | NA | 1.01 | 0.98 | 0.98 | 0.99 | 0.97 | 1.0 | 0.97 | 0.9 | 0.96 | 1.0 | 1.02 | 0.96 | 1.0 | 0.99 | 1.02 | 1.0 | 0.98 | 1.09 | 1.0 | 0.96 | 0.98 | 0.95 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.87 | 0.88 | 0.86 | 0.9 | NA | NA | 0.64 | 0.75 | 0.97 | 0.88 | 0.61 | 0.98 | 0.91 | 0.81 | 0.92 | 0.98 | 0.99 | 0.96 | 0.98 | 0.96 | 0.98 | 0.98 | 0.93 | 0.95 | 0.96 | 0.95 | 0.96 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.6 | 3.4 | 4.5 | 6.9 | 9.4 | 7.3 | N/A | 6.8 | 3.8 | 0.4 | 5.3 | 3.3 | 18.0 | 17.3 | 1.4 | 0.9 | 10.2 | 18.7 | 14.0 | 12.4 | 10.3 | 11.2 | 0.0 | 7.3 | 4.5 | 4.2 | 1.9 | 7.4 | 5.2 | 2.0 | 1.2 | 9.0 | 7.2 | 6.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -2.8 | -55.0 | -60.0 | -13.6 | 77.8 | N/A | N/A | 118.8 | 584.4 | -91.8 | 76.7 | -79.2 | -19.2 | 1447.7 | 67.5 | -92.1 | -47.5 | 51.3 | 23.5 | 10.0 | -3.9 | N/A | -100.0 | 63.2 | 16.7 | 124.1 | -73.4 | 68.8 | 104.9 | 51.5 | -89.2 | 25.2 | 29.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/1993
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See LARGE BLEND Asset Class Trend Rankings |
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