Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEMGX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS A) | -8.84% | -10.23% | 8.45% | 3.98% | 10.56% | 11.29% | 10.38% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEMGX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS A) | 06/21/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -10.23 | 8.45 | 3.98 | 10.56 | 11.29 | 10.38 | … | … | -8.84 | 1.39 | 19.50 | 25.78 | -23.35 | 24.87 | 17.95 | 42.50 | -7.10 | 24.93 | 9.94 | 1.03 | 12.45 | 33.19 | 18.56 | 7.55 | 23.35 | 32.51 | -34.02 | 9.17 | 13.68 | 3.48 | 17.28 | 32.27 | -9.16 | -6.26 | 15.53 | 8.34 | -0.23 | 22.94 | 10.10 |
| Sharpe Ratio | NA | -0.76 | 0.39 | 0.09 | 0.48 | NA | NA | … | … | -1.14 | -0.08 | 1.13 | 1.46 | -0.92 | 1.64 | 0.50 | 3.38 | -0.53 | 3.21 | 0.64 | 0.07 | 1.06 | 2.99 | 1.52 | 0.33 | 1.35 | 1.30 | -0.94 | 0.43 | 1.02 | 0.07 | 1.51 | 2.42 | -0.59 | -0.57 | 0.36 | 0.31 | -0.17 | 1.40 | 1.56 |
| Standard Deviation(%) | NA | 14.28 | 15.80 | 18.52 | 19.11 | NA | NA | … | … | 16.99 | 18.01 | 14.02 | 15.30 | 26.93 | 15.12 | 35.56 | 12.15 | 15.97 | 7.58 | 15.18 | 14.89 | 11.70 | 11.09 | 12.26 | 22.75 | 17.25 | 25.01 | 36.99 | 14.21 | 10.15 | 16.50 | 10.80 | 13.03 | 17.50 | 15.51 | 31.45 | 16.04 | 21.12 | 13.70 | 10.49 |
| Draw Down(%) | NA | 19.38 | 19.38 | 31.34 | 40.58 | NA | NA | … | … | 16.41 | 15.60 | 7.60 | 12.25 | 30.52 | 7.80 | 40.58 | 5.31 | 19.70 | 2.88 | 14.11 | 12.26 | 9.22 | 6.84 | 9.01 | 19.68 | 11.43 | 24.13 | 48.69 | 10.55 | 8.53 | 7.81 | 7.95 | 10.27 | 22.44 | 17.50 | 25.08 | 18.78 | 36.26 | 11.08 | 8.62 |
| Yield(%) | 0.00 | 5.67 | 4.93 | 4.77 | 7.02 | 8.68 | 8.38 | … | … | 0.00 | 5.87 | 3.86 | 3.16 | 2.49 | 9.69 | 1.29 | 6.33 | 10.30 | 4.00 | 2.47 | 5.97 | 5.36 | 2.68 | 2.75 | 6.25 | 5.68 | 0.44 | 3.83 | 10.57 | 10.51 | 8.32 | 10.51 | 6.32 | 0.50 | 2.90 | 32.93 | 4.64 | 0.00 | 3.17 | 3.73 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMGX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS A) |
-11.25%
Feb 2006 – Feb 2009 |
-3.80%
Feb 2004 – Feb 2009 |
2.89%
Feb 1999 – Feb 2009 |
6.79%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMGX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS A) |
29.85%
Feb 2009 – Feb 2012 |
26.51%
Feb 2009 – Feb 2014 |
18.22%
Feb 2009 – Feb 2019 |
16.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart