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
PFPPX (MIDCAP GROWTH FUND R-3) NA -13.30% 0.13% 2.08% 7.06% 9.61% 7.77%
Data as of 09/19/2025, Common starting date is 12/21/2000
More Performance Analytics Comparison
Name Start Date End Date
PFPPX (MIDCAP GROWTH FUND R-3) 12/21/2000 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) -28.39 -13.30 0.13 2.08 7.06 9.61 7.77 -21.45 21.98 13.26 -32.57 -5.44 44.69 30.81 -9.66 28.50 2.60 1.68 12.46 34.53 13.11 -7.14 29.84 25.87 -41.62 29.10 1.61 12.69 9.96 32.06 -40.79 -25.29 10.54
Sharpe Ratio NA -0.39 -0.11 -0.01 0.22 NA NA -0.65 0.84 0.50 -1.09 -0.18 1.22 1.65 -0.48 2.45 0.15 0.10 0.69 2.06 0.75 -0.23 1.22 0.97 -1.04 1.44 -0.10 0.73 0.60 1.77 -1.45 -0.66 NA
Standard Deviation(%) NA 42.18 29.33 28.29 25.30 NA NA 48.56 18.25 18.34 31.36 30.71 36.17 17.85 23.05 11.44 16.26 17.22 18.15 16.75 17.51 30.68 24.32 26.65 40.69 18.19 16.84 14.32 14.92 17.69 28.99 42.60 NA
Draw Down(%) NA 29.29 29.29 40.27 40.27 NA NA 29.09 13.43 20.02 35.40 26.56 36.64 11.16 29.37 4.31 18.07 13.25 13.87 7.64 12.73 26.21 17.00 17.00 51.71 10.53 18.93 9.28 14.53 11.70 49.17 52.81 NA
Yield(%) 0.00 0.00 0.00 7.07 7.61 10.01 8.37 0.00 0.00 0.00 0.00 18.87 15.49 5.65 13.17 4.59 0.00 2.48 21.78 26.47 6.50 11.34 0.86 0.00 0.00 8.17 0.00 0.00 0.00 0.00 0.00 0.00 0.01
Data as of 09/19/2025, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFPPX (MIDCAP GROWTH FUND R-3) -18.63%
Jan 2001 – Jan 2004
-6.68%
Jan 2001 – Jan 2006
-2.22%
Jan 2001 – Jan 2011
1.20%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFPPX (MIDCAP GROWTH FUND R-3) 33.60%
Dec 2018 – Dec 2021
24.28%
Feb 2016 – Feb 2021
17.67%
Sep 2011 – Sep 2021
13.63%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return