Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVCX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS C) | NA | -37.61% | -20.48% | -8.03% | -6.47% | -4.10% | NA | … | … |
Data as of 02/22/2021, Common starting date is 04/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVCX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS C) | 04/29/2002 | 02/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.61 | -20.48 | -8.03 | -6.47 | -4.10 | NA | … | … | 0.00 | -42.40 | 8.88 | -20.16 | 11.13 | 13.76 | -24.23 | -12.39 | 31.93 | 4.60 | -6.72 | 30.57 | 29.09 | -46.33 | 0.56 | 12.02 | 8.67 | 5.02 | 43.60 | -17.73 |
| Sharpe Ratio | NA | -1.25 | -0.85 | -0.39 | -0.29 | NA | NA | … | … | 0.00 | -1.29 | 0.36 | -1.03 | 0.75 | 0.61 | -1.23 | -0.71 | 1.90 | 0.21 | -0.18 | 1.13 | 0.73 | -0.92 | -0.14 | 0.70 | 0.44 | 0.31 | 2.19 | -1.05 |
| Standard Deviation(%) | NA | 32.41 | 25.13 | 22.43 | 23.28 | NA | NA | … | … | NA | 32.83 | 20.79 | 20.94 | 14.09 | 22.00 | 19.79 | 17.48 | 16.76 | 21.45 | 37.23 | 26.95 | 39.97 | 51.06 | 17.80 | 12.50 | 14.84 | 13.22 | 19.62 | 24.83 |
| Draw Down(%) | NA | 48.19 | 60.95 | 60.95 | 63.60 | NA | NA | … | … | 0.00 | 50.17 | 19.67 | 32.68 | 11.93 | 16.42 | 27.84 | 19.49 | 9.87 | 22.66 | 37.48 | 21.21 | 36.10 | 60.28 | 14.73 | 13.07 | 12.68 | 15.61 | 15.47 | 32.53 |
| Yield(%) | 0.00 | 0.00 | 11.30 | 8.87 | 3.45 | 2.96 | 3.38 | … | … | 0.00 | 0.00 | 32.36 | 11.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 3.70 | 8.93 | 5.74 | 3.15 | 0.00 | 0.00 |
Data as of 02/22/2021, Common starting date is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVCX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS C) |
-22.18%
Feb 2006 – Feb 2009 |
-13.54%
May 2015 – May 2020 |
-6.14%
Jan 2011 – Jan 2021 |
-4.25%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVCX (MID CAP VALUE FUND MID CAP VALUE FUND CLASS C) |
29.85%
Feb 2009 – Feb 2012 |
20.47%
Feb 2009 – Feb 2014 |
7.64%
Feb 2009 – Feb 2019 |
4.41%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart