Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PCRSX (LARGECAP GROWTH FUND I R-1) NA 21.80% -7.43% 3.98% 8.63% 10.84% NA
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
Name Start Date End Date
PCRSX (LARGECAP GROWTH FUND I R-1) 12/22/2004 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 2005 2004
Annualized Return (%) 1.37 21.80 -7.43 3.98 8.63 10.84 NA 25.14 28.47 -43.51 4.65 23.98 33.84 2.61 32.70 0.07 6.96 8.65 34.61 15.59 -1.27 18.82 50.91 -41.10 7.42 5.18 2.79 0.45
Sharpe Ratio NA 0.84 -0.44 0.06 0.33 NA NA 1.34 1.28 -1.25 0.20 0.73 2.22 0.06 3.81 -0.01 0.42 0.63 2.82 1.03 -0.05 0.98 1.86 -1.01 0.27 0.15 0.05 2.77
Standard Deviation(%) NA 17.96 27.05 26.46 21.72 NA NA 15.74 19.16 35.89 23.54 32.44 14.58 20.39 8.46 15.35 16.38 13.74 12.28 15.18 25.92 19.13 27.35 41.68 16.30 12.50 11.88 6.90
Draw Down(%) NA 10.43 52.58 54.41 54.41 NA NA 10.43 10.94 44.62 21.23 31.44 7.48 20.52 2.40 15.34 11.75 8.29 5.43 12.94 20.87 15.56 18.23 52.69 9.59 11.80 10.01 0.57
Yield(%) 0.00 0.00 0.00 1.83 6.01 8.47 6.34 0.00 0.00 0.00 0.00 0.00 11.90 16.54 9.67 5.04 13.11 10.90 8.14 5.12 3.76 0.00 0.00 0.00 4.88 4.51 0.00 0.44
Data as of 11/25/2024, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCRSX (LARGECAP GROWTH FUND I R-1) -15.37%
Feb 2006 – Feb 2009
-0.77%
Aug 2005 – Aug 2010
6.72%
Feb 2006 – Feb 2016
6.36%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCRSX (LARGECAP GROWTH FUND I R-1) 29.65%
Feb 2009 – Feb 2012
25.32%
Feb 2009 – Feb 2014
18.40%
Feb 2009 – Feb 2019
13.27%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return