Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFMX (MIDCAP S&P 400 INDEX FUND R-3) | 14.18% | 25.40% | 15.85% | 4.77% | 8.39% | 9.14% | 8.15% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFMX (MIDCAP S&P 400 INDEX FUND R-3) | 12/21/2000 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 25.40 | 15.85 | 4.77 | 8.39 | 9.14 | 8.15 | … | … | 14.18 | 6.77 | 12.98 | 15.61 | -18.44 | 15.10 | 6.52 | 25.34 | -11.89 | 15.34 | 19.79 | -2.99 | 9.06 | 32.41 | 16.97 | -2.39 | 25.62 | 36.31 | -36.82 | 7.47 | 9.54 | 11.62 | 15.51 | 34.58 | -15.72 | -2.12 | 6.95 |
| Sharpe Ratio | NA | 1.42 | 0.71 | 0.10 | 0.32 | NA | NA | … | … | 1.90 | 0.19 | 0.59 | 0.69 | -0.76 | 0.75 | 0.16 | 1.66 | -0.83 | 1.52 | 1.24 | -0.20 | 0.70 | 2.46 | 1.12 | -0.08 | 1.22 | 1.12 | -0.87 | 0.27 | 0.44 | 0.75 | 1.08 | 2.08 | -0.68 | -0.20 | NA |
| Standard Deviation(%) | NA | 15.43 | 17.94 | 20.18 | 20.97 | NA | NA | … | … | 16.88 | 20.90 | 15.87 | 17.46 | 26.34 | 20.01 | 39.02 | 14.35 | 16.09 | 9.72 | 15.75 | 14.99 | 12.97 | 13.16 | 15.21 | 28.67 | 20.95 | 32.31 | 43.07 | 16.20 | 13.82 | 12.48 | 13.39 | 16.26 | 24.90 | 22.68 | NA |
| Draw Down(%) | NA | 8.89 | 24.25 | 29.30 | 42.02 | NA | NA | … | … | 8.89 | 22.09 | 8.35 | 14.50 | 22.88 | 14.27 | 42.02 | 8.47 | 23.42 | 5.54 | 11.35 | 12.67 | 10.69 | 7.30 | 11.19 | 26.36 | 17.52 | 27.29 | 53.25 | 11.40 | 12.70 | 8.06 | 10.80 | 13.59 | 32.25 | 25.81 | NA |
| Yield(%) | 0.00 | 8.32 | 8.86 | 4.50 | 5.99 | 7.08 | 6.49 | … | … | 0.00 | 8.11 | 13.12 | 3.51 | 0.66 | 0.72 | 0.66 | 6.57 | 8.42 | 7.11 | 6.72 | 6.69 | 5.53 | 4.52 | 4.55 | 4.24 | 1.67 | 0.99 | 4.52 | 7.64 | 4.09 | 4.89 | 3.23 | 1.68 | 0.22 | 0.36 | 0.16 |
Data as of 06/04/2026, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFMX (MIDCAP S&P 400 INDEX FUND R-3) |
-15.95%
Feb 2006 – Feb 2009 |
-5.15%
Feb 2004 – Feb 2009 |
5.15%
Oct 2013 – Oct 2023 |
6.16%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFMX (MIDCAP S&P 400 INDEX FUND R-3) |
30.44%
Feb 2009 – Feb 2012 |
25.95%
Feb 2009 – Feb 2014 |
16.43%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart