Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMDEX (PMC DIVERSIFIED EQUITY FUND PMC DIVERSIFIED EQUITY FUND) | NA | 21.60% | 3.86% | 10.01% | 6.95% | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 08/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDEX (PMC DIVERSIFIED EQUITY FUND PMC DIVERSIFIED EQUITY FUND) | 08/27/2009 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 21.60 | 3.86 | 10.01 | 6.95 | NA | NA | … | … | 6.31 | 19.37 | -16.29 | 20.36 | 10.60 | 21.59 | -10.93 | 21.06 | 6.28 | -3.57 | 5.88 | 28.14 | 15.60 | -3.76 | 17.23 | 7.40 |
| Sharpe Ratio | NA | 1.60 | 0.10 | 0.42 | 0.35 | NA | NA | … | … | 1.28 | 1.21 | -0.81 | 1.51 | 0.32 | 1.78 | -0.82 | 2.81 | 0.42 | -0.25 | 0.50 | 2.46 | 1.14 | -0.15 | 0.88 | 1.36 |
| Standard Deviation(%) | NA | 11.14 | 15.99 | 19.99 | 16.82 | NA | NA | … | … | 9.46 | 12.63 | 21.88 | 13.50 | 32.69 | 11.36 | 14.95 | 7.30 | 14.50 | 14.58 | 11.62 | 11.43 | 13.74 | 25.71 | 19.49 | 16.82 |
| Draw Down(%) | NA | 11.37 | 25.60 | 36.00 | 36.00 | NA | NA | … | … | 5.38 | 11.37 | 25.60 | 5.36 | 36.00 | 6.80 | 20.80 | 2.28 | 12.12 | 14.24 | 8.90 | 6.61 | 11.52 | 23.41 | 15.11 | 6.53 |
| Yield(%) | 64.53 | 80.87 | 25.73 | 22.24 | 12.99 | 15.25 | 11.44 | … | … | 68.97 | 8.39 | 2.02 | 9.78 | 1.04 | 1.42 | 10.02 | 6.46 | 0.73 | 3.64 | 4.40 | 3.82 | 1.28 | 3.69 | 3.62 | 0.00 |
Data as of 05/31/2024, Common starting date is 08/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDEX (PMC DIVERSIFIED EQUITY FUND PMC DIVERSIFIED EQUITY FUND) |
-2.22%
Mar 2017 – Mar 2020 |
-0.15%
Mar 2015 – Mar 2020 |
5.54%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDEX (PMC DIVERSIFIED EQUITY FUND PMC DIVERSIFIED EQUITY FUND) |
18.95%
Sep 2011 – Sep 2014 |
14.21%
Jun 2010 – Jun 2015 |
11.25%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart