Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCPTX (SMALLCAP VALUE FUND II R-1) | NA | 23.17% | -3.18% | 4.09% | 4.55% | 8.14% | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCPTX (SMALLCAP VALUE FUND II R-1) | 08/15/2006 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.93 | 23.17 | -3.18 | 4.09 | 4.55 | 8.14 | NA | … | … | 12.31 | 16.07 | -20.46 | 11.70 | 2.86 | 22.02 | -15.48 | 5.99 | 24.34 | -4.92 | 5.79 | 37.75 | 16.55 | -6.57 | 26.36 | 31.19 | -37.51 | -9.37 | 14.42 |
| Sharpe Ratio | NA | 0.80 | -0.34 | 0.06 | 0.13 | NA | NA | … | … | 0.35 | 0.61 | -0.83 | 0.41 | 0.06 | 1.33 | -1.02 | 0.44 | 1.40 | -0.32 | 0.40 | 2.61 | 1.00 | -0.20 | 1.03 | 0.82 | -0.87 | -0.64 | 2.98 |
| Standard Deviation(%) | NA | 20.02 | 24.57 | 28.55 | 23.02 | NA | NA | … | … | 19.48 | 19.71 | 26.48 | 28.15 | 42.92 | 15.46 | 16.46 | 12.31 | 17.23 | 15.66 | 14.56 | 14.44 | 16.72 | 32.51 | 25.53 | 37.77 | 44.22 | 19.30 | 13.28 |
| Draw Down(%) | NA | 9.53 | 35.47 | 44.79 | 46.63 | NA | NA | … | … | 9.53 | 15.41 | 23.64 | 21.90 | 44.79 | 10.36 | 25.94 | 8.15 | 13.22 | 13.84 | 12.97 | 5.74 | 12.89 | 29.93 | 22.87 | 36.43 | 51.50 | 18.46 | 3.17 |
| Yield(%) | 0.00 | 0.23 | 0.08 | 0.10 | 4.88 | 7.16 | 4.49 | … | … | 0.00 | 0.24 | 0.06 | 0.04 | 0.10 | 0.05 | 18.98 | 6.44 | 7.14 | 10.36 | 11.68 | 8.51 | 0.54 | 0.00 | 0.13 | 0.00 | 5.94 | 13.57 | 10.47 |
Data as of 11/25/2024, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCPTX (SMALLCAP VALUE FUND II R-1) |
-11.54%
Jun 2007 – Jun 2010 |
-4.39%
Mar 2015 – Mar 2020 |
2.65%
Oct 2013 – Oct 2023 |
4.03%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCPTX (SMALLCAP VALUE FUND II R-1) |
30.52%
Feb 2009 – Feb 2012 |
27.05%
Feb 2009 – Feb 2014 |
15.67%
Feb 2009 – Feb 2019 |
10.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart