Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAMVX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS A) | NA | -37.73% | -20.15% | -7.52% | -5.85% | -3.41% | NA | … | … |
Data as of 02/22/2021, Common starting date is 04/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAMVX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS A) | 04/29/2002 | 02/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.73 | -20.15 | -7.52 | -5.85 | -3.41 | NA | … | … | 0.00 | -42.44 | 9.60 | -19.59 | 11.97 | 14.59 | -23.63 | -11.74 | 32.96 | 5.42 | -5.96 | 31.78 | 30.27 | -45.87 | 1.41 | 12.92 | 9.44 | 5.83 | 44.51 | -17.40 |
| Sharpe Ratio | NA | -1.25 | -0.84 | -0.37 | -0.27 | NA | NA | … | … | 0.00 | -1.29 | 0.39 | -1.00 | 0.81 | 0.65 | -1.19 | -0.67 | 1.96 | 0.25 | -0.16 | 1.17 | 0.76 | -0.91 | -0.09 | 0.78 | 0.49 | 0.37 | 2.23 | -1.04 |
| Standard Deviation(%) | NA | 32.42 | 25.15 | 22.44 | 23.28 | NA | NA | … | … | NA | 32.86 | 20.85 | 20.90 | 14.04 | 21.97 | 19.81 | 17.52 | 16.76 | 21.43 | 37.20 | 27.05 | 39.95 | 51.19 | 17.72 | 12.46 | 14.76 | 13.22 | 19.67 | 24.70 |
| Draw Down(%) | NA | 48.22 | 60.57 | 60.57 | 62.04 | NA | NA | … | … | 0.00 | 50.20 | 19.47 | 32.53 | 11.54 | 16.27 | 27.53 | 19.35 | 9.84 | 22.41 | 37.24 | 21.03 | 35.95 | 60.19 | 14.47 | 12.98 | 12.51 | 15.34 | 15.50 | 32.29 |
| Yield(%) | 0.00 | 0.00 | 9.92 | 7.90 | 3.20 | 2.87 | 3.38 | … | … | 0.00 | 0.00 | 27.59 | 10.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 3.56 | 8.68 | 5.63 | 3.12 | 0.00 | 0.00 |
Data as of 02/22/2021, Common starting date is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAMVX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS A) |
-21.61%
Jan 2018 – Jan 2021 |
-12.97%
May 2015 – May 2020 |
-5.52%
Jan 2011 – Jan 2021 |
-3.55%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAMVX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS A) |
30.97%
Feb 2009 – Feb 2012 |
21.43%
Feb 2009 – Feb 2014 |
8.49%
Feb 2009 – Feb 2019 |
5.23%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart