Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSGX (MIDCAP GROWTH FUND R-1) | NA | 34.41% | -8.74% | 4.80% | 6.92% | 9.80% | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSGX (MIDCAP GROWTH FUND R-1) | 08/15/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.69 | 34.41 | -8.74 | 4.80 | 6.92 | 9.80 | NA | … | … | 29.21 | 12.91 | -32.83 | -10.02 | 41.28 | 30.23 | -9.94 | 28.12 | 2.25 | 1.38 | 12.15 | 34.19 | 12.78 | -7.38 | 28.52 | 25.32 | -41.90 | 28.76 | 7.35 |
| Sharpe Ratio | NA | 1.59 | -0.48 | 0.08 | 0.22 | NA | NA | … | … | 1.46 | 0.47 | -1.09 | -0.30 | 1.11 | 1.61 | -0.49 | 2.47 | 0.13 | 0.08 | 0.67 | 2.04 | 0.73 | -0.24 | 1.17 | 0.94 | -1.05 | 1.42 | 1.35 |
| Standard Deviation(%) | NA | 17.45 | 27.77 | 28.78 | 23.85 | NA | NA | … | … | 17.66 | 18.45 | 31.38 | 34.00 | 36.93 | 17.88 | 23.00 | 11.18 | 16.32 | 17.17 | 18.15 | 16.73 | 17.62 | 30.67 | 24.30 | 26.73 | 40.62 | 18.23 | 12.82 |
| Draw Down(%) | NA | 13.56 | 51.20 | 52.89 | 52.89 | NA | NA | … | … | 13.56 | 20.03 | 35.64 | 29.97 | 36.65 | 11.26 | 29.50 | 4.33 | 18.20 | 13.29 | 13.85 | 7.65 | 12.82 | 26.28 | 17.09 | 17.11 | 51.78 | 10.54 | 3.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.03 | 4.72 | 7.90 | 5.83 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.65 | 15.09 | 5.22 | 0.00 | 2.80 | 23.84 | 28.36 | 6.90 | 11.91 | 0.00 | 0.00 | 0.00 | 8.45 | 0.00 |
Data as of 11/25/2024, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSGX (MIDCAP GROWTH FUND R-1) |
-14.66%
Nov 2020 – Nov 2023 |
-2.23%
Sep 2018 – Sep 2023 |
4.27%
Oct 2013 – Oct 2023 |
4.58%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSGX (MIDCAP GROWTH FUND R-1) |
24.34%
Oct 2018 – Oct 2021 |
22.37%
Feb 2009 – Feb 2014 |
15.88%
Sep 2011 – Sep 2021 |
11.30%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart