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
PMCPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS P) NA 17.52% 10.17% 16.47% NA NA NA
Data as of 06/23/2017, Common starting date is 09/28/2010
More Performance Analytics Comparison
Name Start Date End Date
PMCPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS P) 09/28/2010 06/23/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -0.67 17.52 10.17 16.47 NA NA NA 12.36 10.22 1.40 13.08 33.03 19.00 7.96 10.73
Sharpe Ratio NA 1.54 0.73 1.25 NA NA NA 3.27 0.66 0.09 1.12 2.98 1.56 0.35 4.48
Standard Deviation(%) NA 11.15 13.79 12.81 NA NA NA 8.33 15.19 14.91 11.71 11.06 12.23 22.72 10.62
Draw Down(%) NA 6.42 19.66 19.66 NA NA NA 2.45 14.06 12.23 9.19 6.87 9.06 19.62 2.96
Yield(%) 0.00 2.54 4.65 5.49 4.30 2.87 2.15 0.00 2.73 6.00 5.65 2.92 3.01 6.59 5.37
Data as of 06/23/2017, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMCPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS P) 8.12%
Oct 2013 – Oct 2016
11.38%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMCPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS P) 23.74%
Sep 2011 – Sep 2014
17.54%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return