Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFPX (MIDCAP S&P 400 INDEX FUND R-5) | 14.32% | 25.78% | 16.21% | 5.14% | 8.76% | 9.50% | 8.50% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFPX (MIDCAP S&P 400 INDEX FUND R-5) | 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 (%) | 1.28 | 25.78 | 16.21 | 5.14 | 8.76 | 9.50 | 8.50 | … | … | 14.32 | 7.11 | 13.35 | 15.98 | -18.13 | 15.62 | 6.93 | 25.83 | -11.66 | 15.71 | 20.12 | -2.71 | 9.41 | 32.85 | 17.43 | -2.17 | 26.02 | 36.73 | -36.65 | 7.83 | 9.93 | 11.92 | 15.88 | 34.82 | -15.44 | -1.73 | 6.95 |
| Sharpe Ratio | NA | 1.45 | 0.73 | 0.12 | 0.34 | NA | NA | … | … | 1.92 | 0.20 | 0.61 | 0.71 | -0.75 | 0.78 | 0.17 | 1.70 | -0.81 | 1.55 | 1.29 | -0.18 | 0.72 | 2.49 | 1.16 | -0.08 | 1.24 | 1.13 | -0.87 | 0.29 | 0.47 | 0.77 | 1.11 | 2.08 | -0.67 | -0.19 | NA |
| Standard Deviation(%) | NA | 15.44 | 17.93 | 20.17 | 20.95 | NA | NA | … | … | 16.88 | 20.86 | 15.89 | 17.47 | 26.34 | 19.97 | 39.01 | 14.31 | 16.19 | 9.74 | 15.48 | 14.98 | 12.98 | 13.16 | 15.15 | 28.60 | 20.98 | 32.35 | 43.10 | 16.22 | 13.89 | 12.58 | 13.38 | 16.36 | 24.79 | 22.66 | NA |
| Draw Down(%) | NA | 8.86 | 24.16 | 29.07 | 42.00 | NA | NA | … | … | 8.86 | 22.04 | 8.32 | 14.46 | 22.77 | 14.14 | 42.00 | 8.46 | 23.38 | 5.53 | 11.30 | 12.64 | 10.64 | 7.30 | 11.11 | 26.28 | 17.43 | 27.31 | 53.24 | 11.39 | 12.70 | 7.96 | 10.64 | 13.57 | 32.04 | 25.76 | NA |
| Yield(%) | 0.00 | 8.42 | 9.03 | 4.70 | 6.27 | 7.45 | 6.84 | … | … | 0.00 | 8.22 | 13.27 | 3.77 | 0.91 | 1.05 | 0.95 | 6.86 | 8.62 | 7.37 | 7.00 | 6.95 | 5.80 | 4.87 | 4.85 | 4.37 | 1.99 | 1.29 | 4.73 | 7.92 | 4.42 | 5.22 | 3.26 | 2.06 | 0.49 | 0.66 | 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 |
|---|---|---|---|---|
| PMFPX (MIDCAP S&P 400 INDEX FUND R-5) |
-15.68%
Feb 2006 – Feb 2009 |
-4.85%
Feb 2004 – Feb 2009 |
5.51%
Oct 2013 – Oct 2023 |
6.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFPX (MIDCAP S&P 400 INDEX FUND R-5) |
30.84%
Feb 2009 – Feb 2012 |
26.33%
Feb 2009 – Feb 2014 |
16.79%
Feb 2009 – Feb 2019 |
13.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart