Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHASX (MIDCAP GROWTH FUND III R-1) | NA | 11.29% | -14.35% | -1.45% | 3.73% | 7.19% | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHASX (MIDCAP GROWTH FUND III R-1) | 08/15/2006 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.55 | 11.29 | -14.35 | -1.45 | 3.73 | 7.19 | NA | … | … | 13.58 | 7.36 | -29.42 | -16.35 | 26.51 | 34.19 | -5.52 | 23.57 | 3.69 | -2.77 | 7.59 | 34.15 | 8.48 | -5.17 | 26.26 | 43.94 | -48.84 | 23.39 | 4.80 |
| Sharpe Ratio | NA | 0.22 | -0.62 | -0.13 | 0.09 | NA | NA | … | … | 0.52 | 0.15 | -1.00 | -0.43 | 0.79 | 2.20 | -0.36 | 2.56 | 0.23 | -0.18 | 0.54 | 2.55 | 0.51 | -0.18 | 1.16 | 1.41 | -1.12 | 1.08 | 0.72 |
| Standard Deviation(%) | NA | 19.91 | 30.56 | 28.95 | 23.11 | NA | NA | … | … | 15.64 | 21.09 | 31.04 | 38.07 | 33.26 | 14.87 | 18.97 | 9.00 | 15.36 | 15.41 | 13.90 | 13.39 | 16.76 | 29.36 | 22.57 | 31.11 | 44.36 | 18.94 | 13.69 |
| Draw Down(%) | NA | 15.01 | 51.90 | 53.42 | 53.42 | NA | NA | … | … | 12.40 | 16.83 | 32.74 | 34.20 | 35.83 | 7.03 | 24.05 | 3.45 | 13.57 | 12.56 | 10.04 | 6.33 | 13.18 | 26.49 | 17.99 | 23.28 | 58.93 | 12.16 | 5.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.00 | 5.73 | 8.33 | 5.72 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.24 | 12.34 | 17.20 | 0.34 | 5.55 | 23.89 | 23.86 | 2.51 | 0.00 | 0.00 | 0.00 | 0.00 | 8.19 | 0.00 |
Data as of 11/25/2024, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHASX (MIDCAP GROWTH FUND III R-1) |
-17.76%
Aug 2021 – Aug 2024 |
-3.51%
Jul 2019 – Jul 2024 |
2.79%
Jun 2014 – Jun 2024 |
3.30%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHASX (MIDCAP GROWTH FUND III R-1) |
30.77%
Feb 2009 – Feb 2012 |
24.50%
Feb 2009 – Feb 2014 |
15.70%
Feb 2009 – Feb 2019 |
9.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart