Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMFJX (MIDCAP S&P 400 INDEX FUND CLASS J) | 2.20% | -6.63% | 5.17% | 5.40% | 5.25% | 8.88% | 6.94% | 7.35% |
Data as of 07/18/2025, AR inception is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFJX (MIDCAP S&P 400 INDEX FUND CLASS J) | 01/28/2004 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -6.63 | 5.17 | 5.40 | 5.25 | 8.88 | 6.94 | 7.35 | 2.20 | 0.36 | 13.26 | -18.50 | 15.02 | 6.54 | 25.77 | -11.66 | 15.74 | 20.02 | -2.80 | 9.22 | 32.58 | 17.06 | -2.37 | 25.56 | 35.97 | -36.82 | 7.37 | 9.37 | 11.31 | 9.29 |
| Sharpe Ratio | NA | -0.33 | 0.09 | 0.18 | 0.18 | NA | NA | 0.28 | 0.05 | -0.31 | 0.51 | -0.76 | 0.74 | 0.16 | 1.70 | -0.81 | 1.56 | 1.26 | -0.19 | 0.71 | 2.46 | 1.13 | -0.08 | 1.22 | 1.11 | -0.87 | 0.27 | 0.44 | 0.73 | 0.65 |
| Standard Deviation(%) | NA | 25.19 | 21.41 | 21.81 | 21.54 | NA | NA | 21.85 | 25.17 | 20.22 | 17.90 | 26.37 | 20.17 | 39.10 | 14.30 | 16.14 | 9.75 | 15.72 | 15.02 | 12.93 | 13.21 | 15.18 | 28.63 | 20.93 | 32.34 | 43.05 | 16.18 | 13.77 | 12.50 | 13.94 |
| Draw Down(%) | NA | 32.91 | 32.91 | 32.91 | 42.03 | NA | NA | 55.64 | 22.03 | 18.88 | 14.46 | 22.73 | 14.61 | 42.03 | 8.45 | 23.34 | 5.49 | 11.34 | 12.63 | 10.66 | 7.31 | 11.14 | 26.34 | 17.46 | 27.39 | 53.18 | 11.40 | 12.75 | 8.03 | 10.87 |
| Yield(%) | 0.00 | 1.27 | 1.39 | 1.44 | 4.29 | 6.93 | 5.48 | 6.05 | 0.00 | 1.40 | 1.39 | 1.04 | 1.21 | 1.07 | 7.35 | 9.16 | 7.78 | 7.30 | 7.18 | 5.89 | 4.86 | 4.78 | 4.33 | 1.68 | 0.84 | 4.56 | 7.75 | 4.01 | 4.74 | 0.00 |
Data as of 07/18/2025, AR inception is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFJX (MIDCAP S&P 400 INDEX FUND CLASS J) |
-16.05%
Feb 2006 - Feb 2009 |
-5.87%
Feb 2004 - Feb 2009 |
4.19%
Apr 2015 - Apr 2025 |
6.23%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFJX (MIDCAP S&P 400 INDEX FUND CLASS J) |
30.39%
Feb 2009 - Feb 2012 |
25.96%
Feb 2009 - Feb 2014 |
16.58%
Feb 2009 - Feb 2019 |
12.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart