Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSSX (MIDCAP S&P 400 INDEX FUND R-1) | NA | 27.58% | 1.12% | 6.31% | 6.78% | 9.85% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSSX (MIDCAP S&P 400 INDEX 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 (%) | 3.99 | 27.58 | 1.12 | 6.31 | 6.78 | 9.85 | NA | … | … | 20.51 | 12.05 | -19.33 | 14.44 | 5.97 | 25.00 | -12.19 | 15.00 | 19.43 | -3.30 | 9.09 | 31.58 | 16.67 | -2.76 | 25.21 | 35.96 | -37.06 | 7.14 | 9.18 | 6.95 | 0.82 |
| Sharpe Ratio | NA | 1.27 | -0.18 | 0.15 | 0.25 | NA | NA | … | … | 1.01 | 0.44 | -0.79 | 0.72 | 0.15 | 1.64 | -0.84 | 1.50 | 1.22 | -0.22 | 0.70 | 2.39 | 1.10 | -0.10 | 1.20 | 1.11 | -0.89 | 0.26 | 0.43 | 0.36 | 4.12 |
| Standard Deviation(%) | NA | 16.38 | 21.41 | 25.22 | 20.56 | NA | NA | … | … | 15.83 | 17.82 | 26.33 | 20.14 | 39.14 | 14.36 | 16.14 | 9.65 | 15.72 | 14.99 | 12.92 | 13.21 | 15.20 | 28.63 | 20.89 | 32.29 | 42.76 | 16.18 | 13.83 | 13.12 | 9.49 |
| Draw Down(%) | NA | 7.92 | 28.63 | 42.06 | 42.06 | NA | NA | … | … | 7.92 | 14.60 | 22.96 | 14.52 | 42.06 | 8.52 | 23.49 | 5.55 | 11.33 | 12.72 | 10.78 | 7.32 | 11.25 | 26.47 | 17.52 | 27.36 | 53.24 | 11.39 | 12.75 | 8.09 | 0.63 |
| Yield(%) | 0.00 | 0.10 | 0.15 | 1.19 | 3.81 | 5.95 | 4.74 | … | … | 0.00 | 0.10 | 0.02 | 0.42 | 0.40 | 6.10 | 8.34 | 6.98 | 6.38 | 6.55 | 5.34 | 4.59 | 4.27 | 3.86 | 1.42 | 0.70 | 4.30 | 7.45 | 3.82 | 0.20 | 0.34 |
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 |
|---|---|---|---|---|
| PMSSX (MIDCAP S&P 400 INDEX FUND R-1) |
-16.22%
Feb 2006 – Feb 2009 |
-0.55%
Mar 2015 – Mar 2020 |
4.70%
Oct 2013 – Oct 2023 |
5.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSSX (MIDCAP S&P 400 INDEX FUND R-1) |
30.04%
Feb 2009 – Feb 2012 |
25.56%
Feb 2009 – Feb 2014 |
16.07%
Feb 2009 – Feb 2019 |
12.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart