Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PASCX (ALL ASSET FUND C) | 8.57% | 18.30% | 9.96% | 3.79% | 6.03% | 4.30% | 4.70% | … | … |
Data as of 06/03/2026, Common starting date is 05/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PASCX (ALL ASSET FUND C) | 05/21/2003 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 18.30 | 9.96 | 3.79 | 6.03 | 4.30 | 4.70 | … | … | 8.57 | 13.39 | 2.81 | 7.25 | -12.52 | 14.26 | 8.49 | 10.92 | -6.20 | 11.64 | 11.90 | -9.92 | -0.43 | -0.50 | 14.03 | 1.10 | 12.22 | 21.32 | -16.61 | 7.19 | 3.87 | 5.02 | 10.24 | 4.24 |
| Sharpe Ratio | NA | 2.66 | 1.11 | 0.20 | 0.58 | NA | NA | … | … | 2.84 | 1.61 | -0.15 | 0.52 | -1.35 | 2.07 | 0.58 | 2.15 | -1.53 | 2.89 | 1.45 | -1.52 | -0.10 | -0.11 | 2.84 | 0.16 | 2.66 | 2.31 | -0.91 | 0.88 | 0.10 | 0.63 | 1.30 | 0.91 |
| Standard Deviation(%) | NA | 5.88 | 6.37 | 7.45 | 7.68 | NA | NA | … | … | 6.87 | 6.57 | 5.47 | 6.97 | 10.39 | 6.86 | 14.28 | 4.39 | 4.98 | 3.82 | 8.04 | 6.53 | 4.31 | 4.82 | 4.97 | 6.54 | 4.56 | 9.17 | 19.29 | 4.63 | 4.70 | 4.40 | 7.13 | 7.00 |
| Draw Down(%) | NA | 4.90 | 7.02 | 19.00 | 22.78 | NA | NA | … | … | 4.90 | 6.52 | 4.56 | 7.62 | 18.60 | 4.26 | 22.78 | 3.41 | 9.67 | 2.07 | 5.50 | 13.77 | 8.50 | 8.45 | 4.92 | 8.89 | 3.96 | 12.26 | 28.07 | 3.60 | 4.25 | 3.43 | 8.86 | 8.17 |
| Yield(%) | 0.00 | 6.81 | 5.01 | 4.90 | 5.08 | 4.10 | 4.47 | … | … | 0.37 | 7.68 | 4.64 | 2.52 | 5.29 | 10.91 | 3.84 | 2.35 | 3.81 | 3.68 | 2.65 | 2.23 | 3.62 | 2.92 | 3.57 | 5.56 | 7.34 | 7.43 | 4.20 | 6.45 | 4.88 | 5.41 | 5.47 | 3.22 |
Data as of 06/03/2026, Common starting date is 05/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASCX (ALL ASSET FUND C) |
-5.62%
Feb 2006 – Feb 2009 |
-1.04%
Feb 2004 – Feb 2009 |
1.96%
Sep 2012 – Sep 2022 |
2.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASCX (ALL ASSET FUND C) |
16.99%
Feb 2009 – Feb 2012 |
11.51%
Feb 2009 – Feb 2014 |
6.78%
Feb 2016 – Feb 2026 |
5.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart