Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSBX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-1) | NA | 30.48% | 2.65% | 8.77% | 10.37% | 12.94% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSBX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-1) | 12/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.36 | 30.48 | 2.65 | 8.77 | 10.37 | 12.94 | NA | … | … | 26.88 | 21.30 | -26.40 | 13.49 | 15.89 | 41.81 | -7.61 | 24.41 | 9.38 | 0.49 | 12.35 | 32.08 | 18.05 | 7.17 | 22.72 | 31.88 | -34.45 | 8.62 | 13.04 | 2.90 | 0.72 |
| Sharpe Ratio | NA | 1.75 | -0.11 | 0.27 | 0.46 | NA | NA | … | … | 1.68 | 1.13 | -1.03 | 0.74 | 0.44 | 3.33 | -0.56 | 3.16 | 0.60 | 0.03 | 1.06 | 2.91 | 1.48 | 0.31 | 1.31 | 1.27 | -0.96 | 0.40 | 0.97 | 0.06 | 4.42 |
| Standard Deviation(%) | NA | 13.58 | 20.71 | 23.43 | 19.16 | NA | NA | … | … | 13.76 | 15.26 | 27.03 | 18.18 | 35.64 | 12.13 | 15.98 | 7.56 | 15.19 | 14.90 | 11.68 | 11.02 | 12.26 | 22.70 | 17.26 | 25.02 | 36.91 | 14.23 | 10.12 | 11.47 | 7.64 |
| Draw Down(%) | NA | 7.27 | 35.74 | 40.58 | 40.58 | NA | NA | … | … | 7.27 | 12.35 | 30.80 | 14.57 | 40.58 | 5.31 | 19.85 | 2.90 | 14.16 | 12.33 | 9.26 | 6.88 | 9.11 | 19.80 | 11.65 | 24.25 | 48.85 | 10.58 | 8.61 | 6.19 | 0.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.94 | 3.61 | 6.10 | 5.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.53 | 11.03 | 4.25 | 2.46 | 6.27 | 5.59 | 2.78 | 2.72 | 6.23 | 5.17 | 0.26 | 3.90 | 10.69 | 10.37 | 0.00 | 0.18 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PMSBX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-1) |
-11.76%
Feb 2006 – Feb 2009 |
1.21%
Aug 2005 – Aug 2010 |
7.83%
Oct 2013 – Oct 2023 |
8.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSBX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-1) |
29.29%
Feb 2009 – Feb 2012 |
25.94%
Feb 2009 – Feb 2014 |
17.66%
Feb 2009 – Feb 2019 |
14.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart