Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAPPX (PAPP SMALL & MID-CAP GROWTH FUND PAPP SMALL & MID-CAP GROWTH FUND) | 1.48% | 5.77% | 5.38% | 0.71% | 8.32% | 8.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAPPX (PAPP SMALL & MID-CAP GROWTH FUND PAPP SMALL & MID-CAP GROWTH FUND) | 03/09/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 5.77 | 5.38 | 0.71 | 8.32 | 8.19 | NA | … | … | 1.48 | 3.27 | 3.66 | 11.49 | -22.71 | 8.55 | 22.04 | 34.79 | -3.07 | 25.83 | 5.67 | -0.25 | 6.89 | 25.35 | 12.00 | -2.36 | 22.53 |
| Sharpe Ratio | NA | 0.19 | 0.13 | -0.13 | 0.35 | NA | NA | … | … | -0.17 | 0.02 | -0.22 | 0.50 | -0.95 | 0.54 | 0.62 | 2.31 | -0.26 | 3.12 | 0.40 | -0.02 | 0.56 | 2.12 | 0.76 | -0.09 | 1.46 |
| Standard Deviation(%) | NA | 13.70 | 15.08 | 17.50 | 18.76 | NA | NA | … | … | 14.88 | 18.11 | 13.11 | 14.52 | 25.49 | 15.84 | 34.83 | 14.43 | 16.95 | 8.13 | 13.74 | 14.65 | 12.25 | 11.93 | 15.77 | 26.63 | 19.11 |
| Draw Down(%) | NA | 9.55 | 18.62 | 30.93 | 34.51 | NA | NA | … | … | 9.55 | 17.85 | 9.38 | 15.90 | 30.83 | 8.45 | 34.51 | 7.24 | 17.73 | 3.72 | 9.45 | 10.22 | 8.33 | 4.72 | 11.01 | 23.16 | 13.10 |
| Yield(%) | 0.00 | 3.19 | 1.18 | 1.78 | 3.74 | 3.97 | 3.83 | … | … | 0.00 | 3.22 | 0.00 | 0.00 | 0.00 | 6.24 | 2.64 | 3.91 | 2.84 | 9.60 | 0.00 | 2.39 | 3.29 | 0.49 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAPPX (PAPP SMALL & MID-CAP GROWTH FUND PAPP SMALL & MID-CAP GROWTH FUND) |
-4.01%
Dec 2021 – Dec 2024 |
0.20%
Mar 2021 – Mar 2026 |
7.21%
Oct 2013 – Oct 2023 |
7.74%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAPPX (PAPP SMALL & MID-CAP GROWTH FUND PAPP SMALL & MID-CAP GROWTH FUND) |
24.47%
Dec 2018 – Dec 2021 |
18.66%
Dec 2016 – Dec 2021 |
14.06%
Sep 2011 – Sep 2021 |
10.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart