Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPNPX (SMALLCAP GROWTH FUND I R-5) | 20.51% | 39.90% | 18.57% | 5.74% | 12.74% | 11.78% | 10.23% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNPX (SMALLCAP GROWTH FUND I R-5) | 06/25/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 39.90 | 18.57 | 5.74 | 12.74 | 11.78 | 10.23 | … | … | 20.51 | 12.65 | 13.63 | 16.34 | -28.69 | 6.79 | 41.94 | 33.27 | -5.91 | 26.03 | 9.00 | 0.86 | 1.96 | 42.75 | 14.38 | 0.16 | 35.42 | 42.44 | -45.21 | 13.93 | 10.05 | 11.35 | 14.36 | 28.33 |
| Sharpe Ratio | NA | 1.84 | 0.71 | 0.12 | 0.50 | NA | NA | … | … | 2.13 | 0.39 | 0.52 | 0.70 | -0.96 | 0.32 | 1.21 | 1.89 | -0.35 | 2.08 | 0.45 | 0.05 | 0.11 | 2.84 | 0.82 | 0.00 | 1.43 | 1.37 | -1.09 | 0.60 | 0.39 | 0.56 | 0.73 | 3.11 |
| Standard Deviation(%) | NA | 21.61 | 21.98 | 23.56 | 22.87 | NA | NA | … | … | 24.53 | 25.36 | 19.35 | 18.28 | 31.38 | 21.46 | 34.19 | 16.83 | 20.69 | 12.23 | 19.59 | 18.00 | 18.23 | 15.04 | 17.71 | 32.46 | 24.71 | 30.97 | 42.43 | 17.95 | 17.12 | 16.13 | 18.32 | 19.58 |
| Draw Down(%) | NA | 13.71 | 28.85 | 39.54 | 39.54 | NA | NA | … | … | 13.71 | 27.12 | 10.55 | 18.70 | 34.44 | 13.49 | 38.17 | 11.95 | 28.52 | 5.78 | 20.08 | 16.96 | 18.19 | 6.44 | 13.10 | 28.99 | 17.77 | 23.09 | 57.58 | 11.98 | 20.62 | 14.07 | 19.07 | 7.80 |
| Yield(%) | 0.00 | 11.07 | 7.43 | 5.95 | 10.03 | 10.05 | 9.44 | … | … | 0.00 | 10.71 | 9.55 | 0.00 | 0.65 | 14.91 | 7.08 | 10.08 | 17.65 | 7.51 | 3.49 | 8.94 | 18.16 | 13.99 | 7.19 | 5.42 | 0.00 | 0.00 | 0.00 | 9.11 | 4.36 | 5.93 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNPX (SMALLCAP GROWTH FUND I R-5) |
-18.39%
Feb 2006 – Feb 2009 |
-6.21%
Feb 2004 – Feb 2009 |
5.92%
Feb 2006 – Feb 2016 |
7.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNPX (SMALLCAP GROWTH FUND I R-5) |
35.41%
Feb 2009 – Feb 2012 |
30.66%
Feb 2009 – Feb 2014 |
19.38%
Feb 2009 – Feb 2019 |
15.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart