Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) | NA | 0.04% | 6.50% | 5.49% | 9.15% | 10.24% | NA | … | … |
Data as of 09/19/2025, Common starting date is 01/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) | 01/13/2006 | 09/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.48 | 0.04 | 6.50 | 5.49 | 9.15 | 10.24 | NA | … | … | -2.96 | 7.39 | 20.44 | -26.73 | 15.66 | 36.48 | 35.45 | -4.62 | 24.60 | 4.51 | -1.84 | 8.00 | 36.00 | 9.40 | -4.42 | 27.99 | 45.04 | -48.48 | 24.60 | 0.16 |
| Sharpe Ratio | NA | -0.13 | 0.15 | 0.15 | 0.37 | NA | NA | … | … | -0.28 | 0.24 | 1.00 | -0.91 | 0.85 | 1.11 | 2.28 | -0.32 | 2.66 | 0.29 | -0.12 | 0.58 | 2.68 | 0.56 | -0.15 | 1.24 | 1.45 | -1.11 | 1.14 | -0.19 |
| Standard Deviation(%) | NA | 23.44 | 20.43 | 21.95 | 20.80 | NA | NA | … | … | 25.84 | 15.81 | 17.01 | 31.08 | 18.34 | 32.48 | 14.87 | 18.91 | 9.04 | 14.98 | 15.43 | 13.86 | 13.40 | 16.72 | 29.35 | 22.48 | 31.04 | 44.48 | 18.97 | 17.69 |
| Draw Down(%) | NA | 25.03 | 25.03 | 35.89 | 35.89 | NA | NA | … | … | 24.31 | 12.06 | 16.67 | 32.51 | 11.37 | 35.70 | 6.99 | 23.71 | 3.44 | 13.59 | 12.20 | 9.99 | 6.27 | 13.10 | 26.34 | 17.41 | 23.34 | 58.60 | 12.11 | 18.46 |
| Yield(%) | 0.00 | 38.34 | 17.23 | 14.93 | 13.45 | 14.21 | 10.39 | … | … | 0.00 | 40.54 | 8.01 | 1.36 | 22.77 | 6.70 | 10.50 | 10.16 | 14.62 | 0.29 | 4.85 | 21.67 | 22.23 | 2.72 | 0.00 | 0.46 | 0.00 | 0.00 | 8.03 | 2.87 |
Data as of 09/19/2025, Common starting date is 01/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) |
-18.14%
Feb 2006 – Feb 2009 |
-0.91%
Oct 2007 – Oct 2012 |
5.17%
Feb 2006 – Feb 2016 |
6.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) |
32.05%
Feb 2009 – Feb 2012 |
25.66%
Feb 2009 – Feb 2014 |
16.75%
Feb 2009 – Feb 2019 |
14.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart