Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PJARX (SMALLCAP VALUE FUND II R-3) | 11.03% | 25.45% | 11.88% | 1.34% | 6.31% | 7.61% | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PJARX (SMALLCAP VALUE FUND II R-3) | 08/15/2006 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 25.45 | 11.88 | 1.34 | 6.31 | 7.61 | NA | … | … | 11.03 | 7.59 | 4.36 | 19.43 | -19.23 | 13.48 | 3.13 | 22.46 | -15.19 | 6.35 | 24.69 | -4.68 | 6.16 | 38.14 | 16.90 | -6.23 | 26.67 | 31.69 | -37.29 | -9.11 | 14.54 |
| Sharpe Ratio | NA | 1.53 | 0.50 | -0.07 | 0.20 | NA | NA | … | … | 1.43 | 0.22 | 0.04 | 0.82 | -0.79 | 0.49 | 0.07 | 1.37 | -1.01 | 0.47 | 1.42 | -0.30 | 0.42 | 2.65 | 1.02 | -0.19 | 1.04 | 0.84 | -0.86 | -0.64 | 3.01 |
| Standard Deviation(%) | NA | 16.72 | 19.63 | 22.41 | 23.29 | NA | NA | … | … | 16.00 | 21.90 | 19.30 | 19.36 | 26.10 | 27.34 | 43.10 | 15.36 | 16.46 | 12.23 | 17.25 | 15.69 | 14.65 | 14.38 | 16.61 | 32.37 | 25.47 | 37.60 | 44.30 | 19.31 | 13.24 |
| Draw Down(%) | NA | 9.24 | 26.23 | 34.71 | 46.37 | NA | NA | … | … | 9.24 | 22.97 | 9.61 | 15.39 | 22.48 | 20.85 | 44.76 | 10.34 | 25.92 | 8.01 | 13.14 | 13.77 | 12.87 | 5.77 | 12.90 | 29.81 | 22.83 | 36.33 | 51.29 | 18.29 | 3.15 |
| Yield(%) | 0.00 | 9.50 | 8.02 | 3.75 | 5.74 | 7.25 | 5.54 | … | … | 0.00 | 9.10 | 10.78 | 3.31 | 0.28 | 0.28 | 0.26 | 0.43 | 18.19 | 6.15 | 6.89 | 10.14 | 11.35 | 8.35 | 0.69 | 0.00 | 0.07 | 0.00 | 5.91 | 13.52 | 10.44 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| PJARX (SMALLCAP VALUE FUND II R-3) |
-11.25%
Jun 2007 – Jun 2010 |
-4.06%
Mar 2015 – Mar 2020 |
2.90%
Apr 2015 – Apr 2025 |
4.44%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PJARX (SMALLCAP VALUE FUND II R-3) |
30.99%
Feb 2009 – Feb 2012 |
27.48%
Feb 2009 – Feb 2014 |
16.05%
Feb 2009 – Feb 2019 |
11.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart