Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PMAQX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-6) -7.46% -8.60% 9.29% 4.47% 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
PMAQX (MIDCAP FUND (F/K/A MIDCAP BLEND 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 (%) -0.08 -8.60 9.29 4.47 NA NA NA -7.46 -2.22 20.09 26.02 -23.09 25.29 18.38 43.10 -6.79 25.40 -2.43
Sharpe Ratio NA -0.73 0.41 0.11 NA NA NA -1.12 -0.28 1.17 1.47 -0.91 1.67 0.49 3.43 -0.52 3.29 -1.97
Standard Deviation(%) NA 14.35 15.83 18.53 NA NA NA 16.98 18.67 14.06 15.31 26.90 15.13 36.76 12.12 15.93 7.55 11.31
Draw Down(%) NA 19.25 19.25 31.10 NA NA NA 16.36 15.55 7.58 12.18 30.32 7.78 40.56 5.28 19.61 2.83 3.97
Yield(%) 0.00 5.42 4.86 4.66 6.47 4.32 3.24 0.00 5.61 3.94 3.18 2.40 9.41 1.26 6.66 10.27 4.09 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
PMAQX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-6) 3.89%
Sep 2019 – Sep 2022
4.40%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMAQX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-6) 28.51%
Dec 2018 – Dec 2021
19.93%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return