Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHPPX (MIDCAP GROWTH FUND R-5) | NA | -7.66% | 2.45% | 3.64% | 8.05% | 10.38% | 8.39% | … | … |
Data as of 09/19/2025, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHPPX (MIDCAP GROWTH FUND R-5) | 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 (%) | -24.02 | -7.66 | 2.45 | 3.64 | 8.05 | 10.38 | 8.39 | … | … | -16.36 | 22.35 | 13.55 | -32.38 | 14.12 | 60.92 | 31.12 | -9.36 | 28.93 | 2.96 | 1.98 | 12.73 | 34.97 | 13.35 | -6.80 | 29.29 | 26.24 | -41.51 | 29.60 | 1.73 | 13.19 | 10.04 | 32.54 | -40.54 | -25.16 | 10.53 |
| Sharpe Ratio | NA | -0.28 | -0.04 | 0.05 | 0.27 | NA | NA | … | … | -0.58 | 1.04 | 0.54 | -1.08 | 0.61 | 1.74 | 1.65 | -0.47 | 2.49 | 0.17 | 0.11 | 0.70 | 2.10 | 0.76 | -0.22 | 1.19 | 0.98 | -1.04 | 1.47 | -0.10 | 0.77 | 0.61 | 1.79 | -1.44 | -0.66 | NA |
| Standard Deviation(%) | NA | 37.75 | 27.22 | 27.01 | 24.59 | NA | NA | … | … | 43.17 | 18.08 | 18.43 | 31.39 | 23.01 | 34.68 | 17.97 | 22.95 | 11.40 | 16.20 | 17.18 | 18.13 | 16.62 | 17.53 | 30.62 | 24.46 | 26.63 | 40.65 | 18.13 | 16.90 | 14.21 | 14.88 | 17.81 | 28.98 | 42.59 | NA |
| Draw Down(%) | NA | 29.19 | 29.19 | 39.95 | 39.95 | NA | NA | … | … | 28.43 | 13.28 | 19.85 | 35.25 | 13.96 | 36.71 | 11.13 | 29.21 | 4.31 | 18.05 | 13.24 | 13.75 | 7.54 | 12.74 | 26.15 | 17.06 | 16.96 | 51.67 | 10.56 | 18.89 | 9.32 | 14.38 | 11.64 | 49.03 | 52.76 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.28 | 7.04 | 9.72 | 8.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 16.54 | 13.78 | 5.06 | 12.03 | 4.23 | 0.14 | 2.30 | 20.52 | 25.32 | 6.24 | 11.00 | 0.00 | 0.00 | 0.00 | 8.03 | 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 |
|---|---|---|---|---|
| PHPPX (MIDCAP GROWTH FUND R-5) |
-18.37%
Jan 2001 – Jan 2004 |
-6.42%
Jan 2001 – Jan 2006 |
-2.01%
Jan 2001 – Jan 2011 |
1.44%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHPPX (MIDCAP GROWTH FUND R-5) |
34.03%
Dec 2018 – Dec 2021 |
24.63%
Feb 2016 – Feb 2021 |
18.03%
Sep 2011 – Sep 2021 |
13.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart