Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMAPX (MIDCAP S&P 400 INDEX FUND R-6) | 14.45% | 26.09% | 16.50% | 8.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMAPX (MIDCAP S&P 400 INDEX FUND R-6) | 11/23/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 26.09 | 16.50 | 8.12 | NA | NA | NA | … | … | 14.45 | 0.46 | 13.67 | 16.31 | -13.16 | 24.35 | 13.54 | 27.03 | -11.47 | 15.97 | -4.39 |
| Sharpe Ratio | NA | 1.47 | 0.75 | 0.27 | NA | NA | NA | … | … | 1.95 | -0.11 | 0.63 | 0.73 | -0.57 | 1.36 | 0.34 | 1.78 | -0.80 | 1.61 | -2.04 |
| Standard Deviation(%) | NA | 15.45 | 17.95 | 19.65 | NA | NA | NA | … | … | 16.91 | 22.08 | 15.90 | 17.44 | 25.84 | 17.88 | 38.56 | 14.34 | 16.06 | 9.56 | 17.99 |
| Draw Down(%) | NA | 8.82 | 24.12 | 24.12 | NA | NA | NA | … | … | 8.82 | 22.00 | 8.33 | 14.38 | 22.68 | 8.40 | 42.01 | 8.45 | 23.29 | 5.49 | 7.86 |
| Yield(%) | 0.00 | 9.14 | 9.70 | 7.45 | 7.70 | 5.13 | 3.85 | … | … | 0.00 | 8.93 | 14.08 | 4.25 | 6.05 | 9.93 | 7.74 | 8.27 | 9.14 | 7.84 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMAPX (MIDCAP S&P 400 INDEX FUND R-6) |
-4.06%
Mar 2017 – Mar 2020 |
5.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMAPX (MIDCAP S&P 400 INDEX FUND R-6) |
21.90%
Mar 2020 – Mar 2023 |
16.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart