Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMDDX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS C) | 12.27% | 23.79% | 15.45% | 7.65% | 8.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDDX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS C) | 06/15/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 23.79 | 15.45 | 7.65 | 8.33 | NA | NA | … | … | 12.27 | 7.47 | 9.98 | 17.63 | -12.59 | 29.17 | -7.31 | 24.05 | -14.68 | 12.15 | 28.47 | -4.34 | 6.56 | 28.09 | 10.37 |
| Sharpe Ratio | NA | 1.35 | 0.70 | 0.28 | 0.33 | NA | NA | … | … | 1.71 | 0.23 | 0.40 | 0.80 | -0.61 | 1.74 | -0.18 | 1.65 | -1.15 | 1.31 | 1.82 | -0.32 | 0.62 | 2.46 | 1.70 |
| Standard Deviation(%) | NA | 14.85 | 17.55 | 18.66 | 20.27 | NA | NA | … | … | 16.06 | 20.22 | 15.77 | 17.52 | 22.98 | 16.79 | 40.72 | 13.65 | 14.02 | 8.81 | 15.49 | 13.83 | 10.57 | 11.38 | 11.82 |
| Draw Down(%) | NA | 10.68 | 24.02 | 24.02 | 46.50 | NA | NA | … | … | 10.68 | 21.20 | 10.00 | 14.16 | 21.37 | 7.55 | 46.50 | 8.32 | 22.51 | 4.96 | 11.19 | 13.78 | 9.93 | 6.67 | 7.70 |
| Yield(%) | 0.00 | 2.38 | 3.00 | 2.68 | 4.15 | 5.03 | 3.77 | … | … | 0.13 | 2.29 | 4.01 | 1.68 | 4.88 | 0.33 | 0.50 | 2.30 | 12.19 | 5.23 | 2.27 | 3.40 | 3.74 | 4.38 | 1.99 |
Data as of 06/04/2026, Common starting date is 06/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDDX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS C) |
-9.77%
Mar 2017 – Mar 2020 |
-1.81%
Mar 2015 – Mar 2020 |
5.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDDX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS C) |
18.67%
Mar 2020 – Mar 2023 |
15.33%
Mar 2020 – Mar 2025 |
9.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart