Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBIX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) INSTITUTIONAL CLASS) | 3.59% | 14.89% | 16.03% | 10.30% | 10.41% | 13.27% | 10.85% | 10.85% |
Data as of 06/12/2025, AR inception is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBIX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) INSTITUTIONAL CLASS) | 12/20/2001 | 06/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | 0.57 | 14.89 | 16.03 | 10.30 | 10.41 | 13.27 | 10.85 | 10.85 | 3.59 | 16.37 | 22.80 | -25.45 | 15.77 | 16.95 | 42.93 | -6.86 | 25.32 | 10.25 | 1.36 | 12.82 | 33.60 | 19.15 | 8.02 | 23.78 | 33.08 | -33.84 | 9.55 | 14.05 | 3.94 | 9.80 | 32.67 | -8.46 | 1.61 |
| Sharpe Ratio | NA | 0.67 | 0.48 | 0.35 | 0.46 | NA | NA | 0.51 | 0.24 | 0.68 | 1.23 | -1.00 | 0.90 | 0.47 | 3.43 | -0.51 | 3.28 | 0.67 | 0.09 | 1.09 | 3.03 | 1.57 | 0.35 | 1.37 | 1.32 | -0.94 | 0.46 | 1.07 | 0.15 | 0.70 | 2.48 | -0.56 | 11.31 |
| Standard Deviation(%) | NA | 19.02 | 18.74 | 19.59 | 19.53 | NA | NA | 18.63 | 23.65 | 14.39 | 15.22 | 26.99 | 17.54 | 35.62 | 12.12 | 15.99 | 7.56 | 14.96 | 14.90 | 11.72 | 11.07 | 12.23 | 22.67 | 17.26 | 24.90 | 36.89 | 14.19 | 10.12 | 11.46 | 12.57 | 12.88 | 17.11 | 8.38 |
| Draw Down(%) | NA | 17.02 | 18.90 | 36.37 | 40.56 | NA | NA | 50.37 | 15.57 | 10.23 | 12.17 | 30.39 | 13.48 | 40.56 | 5.27 | 19.67 | 2.87 | 14.07 | 12.24 | 9.17 | 6.86 | 9.04 | 19.60 | 11.46 | 24.08 | 48.67 | 10.49 | 8.47 | 6.09 | 8.10 | 10.10 | 21.29 | 0.79 |
| Yield(%) | 0.00 | 3.51 | 1.61 | 1.01 | 3.63 | 6.67 | 5.99 | 7.02 | 0.00 | 3.85 | 0.04 | 0.00 | 0.00 | 0.00 | 6.51 | 10.14 | 3.99 | 2.74 | 6.02 | 5.68 | 2.96 | 3.12 | 6.58 | 5.92 | 0.99 | 3.83 | 10.59 | 10.94 | 0.59 | 0.28 | 1.23 | 0.90 | 0.80 |
Data as of 06/12/2025, AR inception is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBIX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) INSTITUTIONAL CLASS) |
-10.96%
Feb 2006 - Feb 2009 |
-4.78%
Feb 2004 - Feb 2009 |
7.50%
May 2002 - May 2012 |
9.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBIX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) INSTITUTIONAL CLASS) |
30.38%
Feb 2009 - Feb 2012 |
27.02%
Feb 2009 - Feb 2014 |
18.63%
Feb 2009 - Feb 2019 |
15.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart