Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGRTX (SMALLCAP GROWTH FUND I INSTITUTIONAL CLASS) | 2.56% | 8.53% | 8.58% | 5.63% | 8.93% | 11.99% | 9.70% | 11.57% |
Data as of 08/01/2025, AR inception is 09/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGRTX (SMALLCAP GROWTH FUND I INSTITUTIONAL CLASS) | 09/30/2002 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 8.53 | 8.58 | 5.63 | 8.93 | 11.99 | 9.70 | 11.57 | 2.56 | 5.32 | 16.43 | -29.14 | -6.87 | 35.52 | 33.64 | -5.70 | 26.34 | 9.28 | 1.07 | 2.18 | 43.22 | 14.62 | 0.43 | 36.17 | 42.91 | -45.18 | 14.21 | 10.43 | 11.65 | 14.61 | 47.36 | 0.20 |
| Sharpe Ratio | NA | 0.21 | 0.23 | 0.17 | 0.32 | NA | NA | 0.43 | 0.05 | -0.06 | 0.67 | -0.98 | -0.26 | 1.02 | 1.92 | -0.34 | 2.09 | 0.46 | 0.06 | 0.12 | 2.89 | 0.83 | 0.01 | 1.46 | 1.38 | -1.08 | 0.63 | 0.42 | 0.59 | 0.75 | 2.52 | -0.01 |
| Standard Deviation(%) | NA | 25.17 | 22.23 | 23.51 | 22.84 | NA | NA | 23.32 | 27.89 | 20.77 | 18.29 | 31.34 | 26.43 | 34.50 | 16.82 | 20.70 | 12.35 | 19.64 | 18.04 | 18.25 | 14.96 | 17.65 | 32.44 | 24.75 | 31.12 | 42.53 | 17.97 | 17.11 | 16.13 | 18.21 | 18.49 | 28.43 |
| Draw Down(%) | NA | 28.83 | 28.83 | 39.51 | 39.51 | NA | NA | 60.58 | 27.14 | 14.85 | 18.70 | 34.44 | 24.38 | 38.12 | 11.94 | 28.41 | 5.75 | 20.07 | 16.94 | 18.04 | 6.42 | 13.03 | 28.95 | 17.36 | 23.08 | 57.48 | 11.93 | 20.65 | 13.90 | 19.02 | 11.60 | 10.74 |
| Yield(%) | 0.00 | 7.87 | 3.33 | 6.09 | 7.76 | 11.94 | 9.70 | 15.39 | 0.00 | 8.57 | 0.00 | 0.58 | 13.59 | 6.49 | 9.33 | 16.59 | 7.10 | 3.32 | 8.55 | 17.55 | 13.61 | 7.02 | 5.31 | 0.41 | 0.00 | 0.00 | 9.03 | 4.34 | 5.91 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 09/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRTX (SMALLCAP GROWTH FUND I INSTITUTIONAL CLASS) |
-18.20%
Feb 2006 - Feb 2009 |
-5.98%
Feb 2004 - Feb 2009 |
6.20%
Feb 2006 - Feb 2016 |
8.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRTX (SMALLCAP GROWTH FUND I INSTITUTIONAL CLASS) |
35.88%
Feb 2009 - Feb 2012 |
31.06%
Feb 2009 - Feb 2014 |
19.70%
Feb 2009 - Feb 2019 |
15.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart