Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMDPX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS P) | NA | 20.21% | 9.31% | 15.80% | NA | NA | NA | … | … |
Data as of 06/23/2017, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDPX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS P) | 06/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 20.21 | 9.31 | 15.80 | NA | NA | NA | … | … | 4.86 | 29.52 | -3.28 | 7.69 | 29.56 | 15.94 | -2.40 |
| Sharpe Ratio | NA | 1.62 | 0.67 | 1.21 | NA | NA | NA | … | … | 1.02 | 1.88 | -0.24 | 0.72 | 2.60 | 1.29 | -0.15 |
| Standard Deviation(%) | NA | 12.29 | 13.59 | 12.63 | NA | NA | NA | … | … | 9.80 | 15.55 | 13.87 | 10.59 | 11.34 | 12.44 | 27.97 |
| Draw Down(%) | NA | 6.58 | 17.10 | 17.10 | NA | NA | NA | … | … | 4.72 | 11.14 | 13.38 | 9.70 | 6.50 | 9.20 | 20.79 |
| Yield(%) | 0.20 | 2.68 | 3.71 | 5.20 | 2.67 | 1.78 | 1.34 | … | … | 0.40 | 3.09 | 4.32 | 4.68 | 5.17 | 4.19 | 0.00 |
Data as of 06/23/2017, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDPX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS P) |
6.54%
Feb 2013 – Feb 2016 |
12.95%
Jul 2011 – Jul 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDPX (SMALL-MIDCAP DIVIDEND INCOME FUND CLASS P) |
20.90%
Sep 2011 – Sep 2014 |
16.26%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart