Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMPPX (MIDCAP VALUE FUND III R-4) | NA | -2.27% | 6.59% | 5.04% | 12.92% | 6.13% | NA | … | … |
Data as of 04/12/2019, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMPPX (MIDCAP VALUE FUND III R-4) | 12/21/2000 | 04/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -2.27 | 6.59 | 5.04 | 12.92 | 6.13 | NA | … | … | 16.45 | -19.77 | 15.87 | 11.87 | -4.41 | 11.14 | 35.82 | 16.65 | 2.09 | 20.65 | 29.66 | -36.48 | -0.54 | 15.65 | -3.18 | 9.26 | 27.60 | -9.07 | 0.56 | 6.33 |
| Sharpe Ratio | NA | -0.27 | 0.45 | 0.34 | 0.74 | NA | NA | … | … | 5.56 | -1.35 | 1.77 | 0.77 | -0.29 | 0.90 | 2.86 | 1.21 | 0.08 | 0.99 | 0.98 | -0.94 | -0.22 | 1.20 | -0.28 | 0.62 | 1.91 | -0.52 | -0.11 | NA |
| Standard Deviation(%) | NA | 14.05 | 12.87 | 13.63 | 16.99 | NA | NA | … | … | 12.60 | 15.64 | 8.62 | 15.17 | 15.19 | 12.40 | 12.52 | 13.87 | 26.85 | 20.72 | 30.31 | 39.58 | 15.92 | 10.37 | 19.12 | 13.50 | 14.10 | 19.39 | 16.31 | NA |
| Draw Down(%) | NA | 23.29 | 27.79 | 27.79 | 27.79 | NA | NA | … | … | 3.38 | 27.79 | 3.74 | 12.74 | 12.90 | 9.74 | 6.35 | 11.40 | 23.56 | 16.66 | 28.16 | 49.16 | 14.42 | 7.85 | 14.69 | 9.16 | 10.72 | 23.31 | 19.33 | NA |
| Yield(%) | 0.00 | 10.47 | 7.58 | 6.78 | 9.92 | 5.27 | 5.07 | … | … | 0.00 | 9.95 | 8.24 | 1.77 | 3.42 | 9.38 | 4.94 | 1.54 | 0.97 | 1.97 | 1.72 | 1.28 | 8.98 | 7.29 | 0.74 | 0.24 | 0.88 | 0.69 | 0.67 | 0.16 |
Data as of 04/12/2019, 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 |
|---|---|---|---|---|
| PMPPX (MIDCAP VALUE FUND III R-4) |
-16.32%
Feb 2006 – Feb 2009 |
-9.02%
Feb 2004 – Feb 2009 |
3.10%
Sep 2001 – Sep 2011 |
5.27%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMPPX (MIDCAP VALUE FUND III R-4) |
27.86%
Feb 2009 – Feb 2012 |
25.61%
Feb 2009 – Feb 2014 |
14.61%
Feb 2009 – Feb 2019 |
8.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart