Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMPRX (MIDCAP VALUE FUND I R-3) | 12.93% | 19.87% | 14.00% | 4.08% | 8.36% | 8.88% | 7.71% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMPRX (MIDCAP VALUE FUND I R-3) | 12/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 19.87 | 14.00 | 4.08 | 8.36 | 8.88 | 7.71 | … | … | 12.93 | 5.52 | 11.41 | 10.49 | -11.55 | 17.80 | 6.00 | 26.17 | -11.53 | 13.99 | 14.60 | -7.82 | 13.65 | 32.96 | 17.19 | -4.46 | 24.06 | 33.12 | -36.26 | 2.14 | 15.24 | 2.76 | 0.50 |
| Sharpe Ratio | NA | 1.31 | 0.75 | 0.08 | 0.36 | NA | NA | … | … | 2.14 | 0.16 | 0.64 | 0.49 | -0.58 | 0.88 | 0.15 | 2.01 | -0.87 | 1.62 | 0.97 | -0.51 | 1.14 | 2.62 | 1.25 | -0.16 | 1.10 | 1.03 | -0.92 | -0.06 | 1.09 | 0.03 | 2.69 |
| Standard Deviation(%) | NA | 11.78 | 14.03 | 17.15 | 18.77 | NA | NA | … | … | 12.61 | 16.72 | 12.23 | 14.09 | 22.36 | 20.10 | 37.21 | 12.30 | 14.88 | 8.27 | 14.77 | 15.37 | 11.96 | 12.57 | 13.77 | 27.25 | 21.82 | 31.95 | 40.41 | 16.60 | 10.89 | 14.58 | 7.94 |
| Draw Down(%) | NA | 7.44 | 19.41 | 24.46 | 41.40 | NA | NA | … | … | 7.44 | 16.91 | 7.96 | 12.13 | 17.37 | 14.52 | 41.40 | 6.51 | 20.90 | 4.47 | 12.83 | 14.14 | 9.97 | 6.55 | 10.25 | 25.46 | 17.52 | 28.35 | 50.69 | 14.76 | 9.34 | 8.75 | 0.57 |
| Yield(%) | 0.00 | 6.83 | 9.78 | 5.05 | 6.22 | 7.86 | 6.98 | … | … | 0.00 | 6.81 | 16.82 | 4.48 | 0.82 | 0.87 | 1.02 | 5.75 | 9.90 | 6.79 | 1.15 | 8.89 | 14.12 | 28.18 | 0.78 | 0.09 | 1.27 | 0.76 | 0.49 | 11.66 | 5.34 | 0.00 | 0.33 |
Data as of 06/04/2026, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMPRX (MIDCAP VALUE FUND I R-3) |
-16.01%
Feb 2006 – Feb 2009 |
-1.47%
Mar 2015 – Mar 2020 |
5.52%
Oct 2013 – Oct 2023 |
4.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMPRX (MIDCAP VALUE FUND I R-3) |
28.27%
Feb 2009 – Feb 2012 |
25.41%
Feb 2009 – Feb 2014 |
15.19%
Feb 2009 – Feb 2019 |
12.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart