Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) | 3.98% | 9.85% | 9.05% | 6.99% | 9.32% | 11.22% | NA | 8.50% |
Data as of 07/22/2025, AR inception is 01/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPIMX (MIDCAP GROWTH FUND III INSTITUTIONAL CLASS) | 01/13/2006 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 9.85 | 9.05 | 6.99 | 9.32 | 11.22 | NA | 8.50 | 3.98 | -32.29 | 12.43 | -28.08 | -7.43 | 29.65 | 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 | 0.34 | 0.36 | 0.24 | 0.38 | NA | NA | 0.32 | 0.17 | -0.80 | 0.43 | -0.95 | -0.25 | 0.89 | 2.29 | -0.31 | 2.66 | 0.29 | -0.12 | 0.58 | 2.68 | 0.56 | -0.15 | 1.24 | 1.45 | -1.11 | 1.14 | -0.18 |
| Standard Deviation(%) | NA | 23.14 | 20.74 | 21.89 | 20.80 | NA | NA | 22.70 | 27.09 | 48.80 | 19.07 | 31.11 | 30.32 | 32.82 | 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 | 59.57 | 24.31 | 41.81 | 16.67 | 32.51 | 27.77 | 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 | 39.29 | 17.27 | 14.96 | 12.75 | 15.14 | 10.39 | 10.93 | 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 07/22/2025, AR inception 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