Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSVX (MIDCAP VALUE FUND III R-1) | NA | -2.66% | 6.10% | 4.54% | 12.33% | NA | NA | … | … |
Data as of 04/12/2019, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSVX (MIDCAP VALUE FUND III R-1) | 12/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | -2.66 | 6.10 | 4.54 | 12.33 | NA | NA | … | … | 16.44 | -20.16 | 15.24 | 11.36 | -4.90 | 10.64 | 35.11 | 16.07 | 1.53 | 19.54 | 28.93 | -36.78 | -1.06 | 15.18 | -3.57 | 0.55 |
| Sharpe Ratio | NA | -0.30 | 0.41 | 0.30 | 0.71 | NA | NA | … | … | 5.55 | -1.38 | 1.73 | 0.73 | -0.32 | 0.86 | 2.80 | 1.16 | 0.06 | 0.94 | 0.95 | -0.95 | -0.26 | 1.15 | -0.30 | 2.43 |
| Standard Deviation(%) | NA | 14.01 | 12.84 | 13.61 | 16.97 | NA | NA | … | … | 12.61 | 15.61 | 8.50 | 15.17 | 15.21 | 12.38 | 12.55 | 13.91 | 26.75 | 20.71 | 30.28 | 39.56 | 15.92 | 10.36 | 19.01 | 9.97 |
| Draw Down(%) | NA | 23.38 | 28.10 | 28.10 | 28.10 | NA | NA | … | … | 3.38 | 28.10 | 3.75 | 12.79 | 12.94 | 9.84 | 6.34 | 11.52 | 23.64 | 17.06 | 28.19 | 49.37 | 14.58 | 7.80 | 14.64 | 0.83 |
| Yield(%) | 0.00 | 9.68 | 6.82 | 6.18 | 8.68 | 4.41 | 3.30 | … | … | 0.00 | 9.19 | 7.61 | 1.00 | 3.01 | 8.95 | 4.28 | 0.69 | 0.35 | 0.88 | 1.47 | 0.83 | 8.45 | 6.66 | 0.24 | 0.17 |
Data as of 04/12/2019, 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 |
|---|---|---|---|---|
| PMSVX (MIDCAP VALUE FUND III R-1) |
-16.69%
Feb 2006 – Feb 2009 |
-3.96%
Aug 2005 – Aug 2010 |
4.71%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSVX (MIDCAP VALUE FUND III R-1) |
27.01%
Feb 2009 – Feb 2012 |
24.83%
Feb 2009 – Feb 2014 |
13.97%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart