Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMDHX (SMALL-MIDCAP DIVIDEND INCOME FUND R-6) | 12.79% | 25.16% | 16.71% | 8.81% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDHX (SMALL-MIDCAP DIVIDEND INCOME FUND R-6) | 01/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 25.16 | 16.71 | 8.81 | NA | NA | NA | … | … | 12.79 | 8.71 | 11.10 | 18.91 | -11.61 | 30.49 | -6.30 | 25.42 | -13.62 | 10.92 |
| Sharpe Ratio | NA | 1.44 | 0.77 | 0.34 | NA | NA | NA | … | … | 1.80 | 0.29 | 0.47 | 0.88 | -0.57 | 1.82 | -0.16 | 1.75 | -1.07 | 1.19 |
| Standard Deviation(%) | NA | 14.90 | 17.56 | 18.65 | NA | NA | NA | … | … | 16.11 | 20.23 | 15.75 | 17.51 | 22.97 | 16.74 | 40.80 | 13.65 | 14.02 | 8.74 |
| Draw Down(%) | NA | 10.51 | 23.72 | 23.72 | NA | NA | NA | … | … | 10.51 | 21.04 | 9.95 | 13.93 | 20.74 | 7.34 | 46.44 | 8.16 | 22.27 | 4.85 |
| Yield(%) | 0.00 | 3.49 | 4.24 | 3.70 | 4.34 | 2.89 | 2.17 | … | … | 0.39 | 3.37 | 5.11 | 2.79 | 5.75 | 1.37 | 1.31 | 3.50 | 12.82 | 5.92 |
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDHX (SMALL-MIDCAP DIVIDEND INCOME FUND R-6) |
-8.76%
Mar 2017 – Mar 2020 |
1.99%
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 |
|---|---|---|---|---|
| PMDHX (SMALL-MIDCAP DIVIDEND INCOME FUND R-6) |
19.95%
Mar 2020 – Mar 2023 |
16.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart