Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFSX (MIDCAP S&P 400 INDEX FUND R-4) | NA | 30.83% | 6.83% | 11.42% | 9.59% | 11.96% | 9.53% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFSX (MIDCAP S&P 400 INDEX FUND R-4) | 12/21/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 3.99 | 30.83 | 6.83 | 11.42 | 9.59 | 11.96 | 9.53 | … | … | 21.11 | 14.89 | -14.34 | 23.87 | 13.14 | 25.63 | -11.76 | 15.60 | 19.97 | -2.84 | 9.29 | 32.71 | 17.18 | -2.24 | 25.93 | 36.51 | -36.72 | 7.65 | 9.82 | 11.82 | 15.71 | 34.56 | -15.53 | -1.83 | 6.95 |
| Sharpe Ratio | NA | 1.51 | 0.08 | 0.37 | 0.40 | NA | NA | … | … | 1.05 | 0.62 | -0.61 | 1.33 | 0.33 | 1.69 | -0.81 | 1.55 | 1.27 | -0.19 | 0.71 | 2.48 | 1.14 | -0.08 | 1.23 | 1.13 | -0.87 | 0.29 | 0.48 | 0.77 | 1.11 | 2.07 | -0.67 | -0.19 | NA |
| Standard Deviation(%) | NA | 15.93 | 20.41 | 24.53 | 20.12 | NA | NA | … | … | 15.83 | 17.43 | 25.79 | 17.92 | 38.54 | 14.29 | 16.15 | 9.72 | 15.51 | 15.00 | 12.98 | 13.17 | 15.16 | 28.65 | 20.99 | 32.31 | 43.16 | 16.16 | 13.85 | 12.55 | 13.36 | 16.33 | 24.95 | 22.65 | NA |
| Draw Down(%) | NA | 7.91 | 22.90 | 42.00 | 42.00 | NA | NA | … | … | 7.91 | 14.50 | 22.78 | 8.44 | 42.00 | 8.49 | 23.40 | 5.52 | 11.28 | 12.64 | 10.67 | 7.29 | 11.17 | 26.33 | 17.43 | 27.29 | 53.21 | 11.43 | 12.74 | 7.98 | 10.73 | 13.57 | 32.13 | 25.76 | NA |
| Yield(%) | 0.00 | 2.59 | 4.69 | 6.01 | 6.44 | 9.42 | 7.48 | … | … | 0.00 | 2.77 | 4.74 | 9.19 | 7.16 | 6.80 | 8.54 | 7.29 | 6.80 | 6.88 | 5.71 | 4.84 | 4.78 | 4.32 | 1.89 | 1.18 | 4.70 | 7.81 | 4.30 | 5.10 | 3.25 | 1.92 | 0.40 | 0.55 | 0.16 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PMFSX (MIDCAP S&P 400 INDEX FUND R-4) |
-15.79%
Feb 2006 – Feb 2009 |
-4.97%
Feb 2004 – Feb 2009 |
6.30%
Jan 2001 – Jan 2011 |
6.36%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFSX (MIDCAP S&P 400 INDEX FUND R-4) |
30.70%
Feb 2009 – Feb 2012 |
26.19%
Feb 2009 – Feb 2014 |
16.65%
Feb 2009 – Feb 2019 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart