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
PCSMX (SMALLCAP GROWTH FUND I R-6) 20.58% 40.16% 18.86% 6.00% 13.02% NA NA
Data as of 06/04/2026, Common starting date is 12/02/2014
More Performance Analytics Comparison
Name Start Date End Date
PCSMX (SMALLCAP GROWTH FUND I R-6) 12/02/2014 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
Annualized Return (%) 0.32 40.16 18.86 6.00 13.02 NA NA 20.58 6.11 13.88 16.65 -28.47 7.07 42.30 33.58 -5.64 26.38 9.19 1.07 3.26
Sharpe Ratio NA 1.86 0.72 0.13 0.51 NA NA 2.14 0.12 0.53 0.72 -0.96 0.33 1.22 1.91 -0.34 2.12 0.45 0.06 2.59
Standard Deviation(%) NA 21.56 21.97 23.54 22.89 NA NA 24.57 26.56 19.38 18.27 31.34 21.50 34.23 16.83 20.68 12.21 19.77 17.99 19.19
Draw Down(%) NA 13.70 28.83 39.44 39.44 NA NA 13.70 27.16 10.57 18.71 34.36 13.50 38.10 11.89 28.45 5.76 20.09 16.95 3.88
Yield(%) 0.00 9.74 6.69 5.45 9.55 6.68 5.01 0.00 9.44 8.70 0.00 0.58 13.59 6.51 9.35 16.63 7.12 3.32 8.55 17.55
Data as of 06/04/2026, Common starting date is 12/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCSMX (SMALLCAP GROWTH FUND I R-6) -5.94%
Apr 2021 – Apr 2024
1.91%
Mar 2021 – Mar 2026
7.79%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCSMX (SMALLCAP GROWTH FUND I R-6) 26.73%
Dec 2018 – Dec 2021
24.55%
Feb 2016 – Feb 2021
13.22%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return