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PSPJX: LARGECAP S&P 500 INDEX FUND CLASS J (MUTUAL FUND)
Basic Info 25.65 0.03(0.12%) May 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (32%) |
Start Date: | 12/20/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.50% |
Expenses | 0.52% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/03/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 11.3 | 29.0 | 9.1 | 14.1 | 12.4 | 14.3 | 9.7 | 9.6 | 26.2 | -19.7 | 28.2 | 17.9 | 31.1 | -4.7 | 21.3 | 11.6 | 0.9 | 13.1 | 31.7 | 15.3 | 1.6 | 14.2 | 25.6 | -37.4 | 4.8 | 14.8 | 4.0 | 9.8 | 26.9 | -23.0 | 0.6 |
Sharpe Ratio | NA | 2.15 | 2.07 | 0.34 | 0.57 | 0.63 | NA | NA | 0.38 | 1.69 | -0.87 | 2.13 | 0.51 | 2.38 | -0.36 | 2.98 | 0.87 | 0.06 | 1.15 | 2.87 | 1.2 | 0.07 | 0.78 | 0.93 | -0.94 | 0.11 | 1.15 | 0.17 | 0.79 | 1.54 | -0.93 | 2.65 |
Draw Down(%) | NA | 5.4 | 10.0 | 24.7 | 33.8 | 33.8 | NA | NA | 55.6 | 10.0 | 24.7 | 5.1 | 33.8 | 6.7 | 19.4 | 2.6 | 10.3 | 12.1 | 7.3 | 5.7 | 9.6 | 18.8 | 15.7 | 27.2 | 47.9 | 9.9 | 7.5 | 7.1 | 7.8 | 13.9 | 33.5 | 1.1 |
Standard Deviation(%) | NA | 11.7 | 11.6 | 17.5 | 21.4 | 17.8 | NA | NA | 19.3 | 13.1 | 24.3 | 13.2 | 34.6 | 12.5 | 17.1 | 7.0 | 13.1 | 15.6 | 11.4 | 11.0 | 12.8 | 23.3 | 18.2 | 27.3 | 40.9 | 15.9 | 10.1 | 10.6 | 11.2 | 17.0 | 25.8 | 10.1 |
Treynor Ratio | NA | 0.25 | 0.24 | 0.06 | 0.12 | 0.11 | NA | NA | 0.07 | 0.23 | -0.22 | 0.29 | 0.18 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.15 | 0.32 | 0.16 | 0.02 | 0.14 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.97 | 0.98 | 0.97 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 0.89 | 0.99 | 0.97 | 0.98 | 1.0 | 0.97 | 1.0 | 1.0 | 0.98 | 1.01 | 1.0 | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 0.98 | 0.99 | 0.99 | NA | NA | 0.87 | 0.97 | 0.98 | 0.96 | 1.0 | 1.0 | 0.99 | 0.92 | 1.0 | 0.98 | 0.81 | 0.99 | 0.97 | 0.98 | 1.0 | 0.94 | 1.0 | 0.99 | 0.99 | 0.97 | 0.91 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.5 | 6.2 | 7.6 | 7.7 | 11.4 | 7.3 | N/A | 4.9 | 1.1 | 15.5 | 8.2 | 4.6 | 6.5 | 7.7 | 3.4 | 2.4 | 1.8 | 1.7 | 1.8 | 1.6 | 1.0 | 1.6 | 1.3 | 2.5 | 1.5 | 1.4 | 8.6 | 0.3 | 0.2 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | 254.3 | 29.1 | 101.4 | 409.4 | N/A | N/A | N/A | 257.7 | -92.0 | 103.7 | 125.4 | -37.7 | -4.2 | 153.2 | 38.2 | 47.8 | 35.3 | 6.2 | 14.3 | 75.0 | -20.0 | -23.1 | -48.0 | 92.3 | 8.3 | -83.3 | 3500.0 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2003
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