Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFNX (MIDCAP S&P 400 INDEX FUND R-2) | NA | 37.62% | 12.19% | 14.27% | 11.14% | 8.86% | 9.02% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFNX (MIDCAP S&P 400 INDEX FUND R-2) | 12/21/2000 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 37.62 | 12.19 | 14.27 | 11.14 | 8.86 | 9.02 | … | … | 11.14 | 12.72 | 25.14 | -11.94 | 15.18 | 19.53 | -3.04 | 8.69 | 32.22 | 16.85 | -2.66 | 25.47 | 35.97 | -36.85 | 7.16 | 9.36 | 11.37 | 15.32 | 34.19 | -15.84 | -2.20 | 6.95 |
| Sharpe Ratio | NA | 1.02 | 0.42 | 0.61 | 0.53 | NA | NA | … | … | 4.45 | 0.30 | 1.66 | -0.82 | 1.51 | 1.22 | -0.21 | 0.67 | 2.45 | 1.12 | -0.09 | 1.21 | 1.11 | -0.87 | 0.26 | 0.44 | 0.73 | 1.08 | 2.05 | -0.68 | -0.20 | NA |
| Standard Deviation(%) | NA | 41.32 | 27.01 | 22.33 | 20.37 | NA | NA | … | … | 22.00 | 41.13 | 14.34 | 16.12 | 9.71 | 15.73 | 14.97 | 12.91 | 13.16 | 15.19 | 28.63 | 20.99 | 32.32 | 43.06 | 16.14 | 13.84 | 12.53 | 13.34 | 16.34 | 24.95 | 22.71 | NA |
| Draw Down(%) | NA | 35.76 | 42.04 | 42.04 | 42.04 | NA | NA | … | … | 5.25 | 42.04 | 8.52 | 23.31 | 5.57 | 11.35 | 12.68 | 10.76 | 7.29 | 11.18 | 26.39 | 17.47 | 27.41 | 53.23 | 11.43 | 12.73 | 8.08 | 10.81 | 13.78 | 32.25 | 25.87 | NA |
| Yield(%) | 0.00 | 7.32 | 6.60 | 7.79 | 7.26 | 6.07 | 7.14 | … | … | 0.00 | 6.66 | 6.05 | 8.14 | 6.89 | 6.51 | 6.45 | 5.30 | 4.29 | 4.22 | 3.85 | 1.41 | 0.77 | 4.29 | 7.47 | 3.91 | 4.71 | 3.21 | 1.45 | 0.09 | 0.18 | 0.16 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PMFNX (MIDCAP S&P 400 INDEX FUND R-2) |
-16.08%
Feb 2006 – Feb 2009 |
-5.32%
Feb 2004 – Feb 2009 |
5.91%
Jan 2001 – Jan 2011 |
5.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFNX (MIDCAP S&P 400 INDEX FUND R-2) |
30.18%
Feb 2009 – Feb 2012 |
25.70%
Feb 2009 – Feb 2014 |
16.23%
Feb 2009 – Feb 2019 |
11.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart