Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMDQX (PMC Diversified Equity Fund Institutional Class Shares) | NA | 21.91% | 4.12% | NA | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDQX (PMC Diversified Equity Fund Institutional Class Shares) | 07/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 21.91 | 4.12 | NA | NA | NA | NA | … | … | 6.45 | 19.68 | -16.10 | 20.70 | 10.93 | 5.83 |
| Sharpe Ratio | NA | 1.62 | 0.12 | NA | NA | NA | NA | … | … | 1.32 | 1.23 | -0.80 | 1.53 | 0.33 | 0.97 |
| Standard Deviation(%) | NA | 11.15 | 15.97 | NA | NA | NA | NA | … | … | 9.48 | 12.62 | 21.83 | 13.52 | 32.66 | 11.20 |
| Draw Down(%) | NA | 11.31 | 25.47 | NA | NA | NA | NA | … | … | 5.34 | 11.31 | 25.47 | 5.34 | 35.92 | 6.76 |
| Yield(%) | 64.78 | 81.45 | 26.06 | 21.01 | 10.50 | 7.00 | 5.25 | … | … | 69.34 | 8.75 | 2.20 | 10.25 | 1.41 | 1.68 |
Data as of 05/31/2024, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDQX (PMC Diversified Equity Fund Institutional Class Shares) |
2.87%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDQX (PMC Diversified Equity Fund Institutional Class Shares) |
16.37%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart