Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PMFMX (MIDCAP S&P 400 INDEX FUND R-3) 2.74% -6.01% 4.06% 5.20% 5.27% 8.61% 6.84% 7.42%
Data as of 07/22/2025, AR inception 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 07/22/2025
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 2003 2002 2001 2000
Annualized Return (%) 2.15 -6.01 4.06 5.20 5.27 8.61 6.84 7.42 2.74 0.80 13.02 -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 -0.38 0.09 0.15 0.17 NA NA 0.28 0.03 -0.29 0.50 -0.76 0.75 0.16 1.67 -0.82 1.52 1.24 -0.20 0.70 2.46 1.12 -0.08 1.22 1.12 -0.87 0.28 0.46 0.76 1.09 2.08 -0.68 -0.20 NA
Standard Deviation(%) NA 24.71 21.23 21.62 21.46 NA NA 21.77 24.93 19.74 17.82 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 32.42 32.42 32.42 42.02 NA NA 55.57 22.09 18.23 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 0.84 0.88 0.90 3.81 6.10 5.01 6.14 0.00 0.93 0.90 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 07/22/2025, AR inception 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
4.08%
Apr 2015 - Apr 2025
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
12.51%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart