Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPNMX (SMALLCAP GROWTH FUND I R-3) | 2.65% | -2.97% | 5.47% | -1.50% | 4.80% | 8.71% | 7.36% | 8.46% |
Data as of 07/25/2025, AR inception is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNMX (SMALLCAP GROWTH FUND I R-3) | 06/26/2003 | 07/25/2025 |
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | -2.97 | 5.47 | -1.50 | 4.80 | 8.71 | 7.36 | 8.46 | 2.65 | 2.48 | 15.92 | -29.65 | -11.39 | 33.12 | 32.92 | -6.23 | 25.68 | 8.67 | 0.54 | 1.70 | 42.37 | 13.96 | -0.13 | 34.92 | 42.37 | -45.48 | 13.62 | 9.80 | 11.19 | 13.88 | 26.41 |
| Sharpe Ratio | NA | -0.22 | 0.09 | -0.13 | 0.13 | NA | NA | 0.30 | 0.06 | -0.19 | 0.64 | -0.99 | -0.39 | 0.94 | 1.87 | -0.37 | 2.04 | 0.43 | 0.03 | 0.09 | 2.82 | 0.79 | 0.00 | 1.41 | 1.35 | -1.09 | 0.59 | 0.38 | 0.55 | 0.71 | 2.88 |
| Standard Deviation(%) | NA | 27.40 | 23.07 | 25.73 | 24.02 | NA | NA | 23.93 | 28.40 | 21.94 | 18.26 | 31.37 | 29.30 | 34.72 | 16.86 | 20.71 | 12.32 | 19.83 | 18.04 | 18.29 | 15.01 | 17.70 | 32.43 | 24.77 | 31.33 | 42.36 | 18.09 | 17.14 | 16.33 | 18.26 | 19.73 |
| Draw Down(%) | NA | 35.75 | 35.75 | 50.78 | 50.78 | NA | NA | 60.83 | 27.23 | 16.95 | 18.71 | 34.56 | 27.72 | 38.18 | 11.94 | 28.66 | 5.83 | 20.13 | 17.07 | 18.35 | 6.41 | 13.15 | 29.10 | 17.73 | 23.12 | 57.70 | 12.04 | 20.76 | 14.08 | 19.21 | 7.76 |
| Yield(%) | 0.00 | 0.41 | 0.17 | 0.08 | 4.90 | 8.73 | 7.48 | 9.80 | 0.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 11.48 | 19.54 | 8.24 | 3.81 | 9.64 | 19.25 | 14.70 | 7.51 | 5.63 | 0.00 | 0.00 | 0.00 | 9.34 | 4.45 | 6.03 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNMX (SMALLCAP GROWTH FUND I R-3) |
-18.65%
Feb 2006 - Feb 2009 |
-6.46%
Feb 2004 - Feb 2009 |
3.45%
Mar 2015 - Mar 2025 |
5.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNMX (SMALLCAP GROWTH FUND I R-3) |
35.02%
Feb 2009 - Feb 2012 |
30.27%
Feb 2009 - Feb 2014 |
19.02%
Feb 2009 - Feb 2019 |
13.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart