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Performance Comparison
Comparison Box

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 -0.24 0.15 -0.13 0.12 NA NA 0.30 0.04 -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 27.51 23.18 25.72 24.02 NA NA 23.94 28.82 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