Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEDMX (EDGE MIDCAP FUND R-6) | NA | -17.07% | 3.48% | 5.64% | NA | NA | NA | … | … |
Data as of 09/19/2025, Common starting date is 01/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEDMX (EDGE MIDCAP FUND R-6) | 01/12/2017 | 09/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.27 | -17.07 | 3.48 | 5.64 | NA | NA | NA | … | … | -15.16 | 5.98 | 18.28 | -15.73 | 21.04 | 10.56 | 34.09 | -5.98 | 13.19 |
| Sharpe Ratio | NA | -0.68 | 0.00 | 0.14 | NA | NA | NA | … | … | -0.70 | 0.17 | 0.91 | -0.70 | 1.43 | 0.29 | 2.46 | -0.49 | 1.61 |
| Standard Deviation(%) | NA | 29.39 | 22.13 | 20.82 | NA | NA | NA | … | … | 33.72 | 14.12 | 16.13 | 24.52 | 14.72 | 35.01 | 13.27 | 15.02 | 8.10 |
| Draw Down(%) | NA | 21.75 | 21.75 | 25.96 | NA | NA | NA | … | … | 21.02 | 7.82 | 12.76 | 25.96 | 6.52 | 41.12 | 7.33 | 20.37 | 4.46 |
| Yield(%) | 0.54 | 3.77 | 6.63 | 11.33 | 7.88 | 5.26 | 3.94 | … | … | 0.58 | 3.52 | 2.17 | 11.07 | 29.81 | 5.39 | 5.25 | 6.08 | 1.66 |
Data as of 09/19/2025, Common starting date is 01/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDMX (EDGE MIDCAP FUND R-6) |
-0.21%
Mar 2017 – Mar 2020 |
5.60%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDMX (EDGE MIDCAP FUND R-6) |
21.52%
Dec 2018 – Dec 2021 |
14.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart