Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPNSX (SMALLCAP GROWTH FUND I R-4) | NA | 33.49% | -5.74% | 4.17% | 7.75% | 11.23% | 8.61% | 10.00% |
Data as of 11/25/2024, AR inception is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNSX (SMALLCAP GROWTH FUND I R-4) | 06/25/2003 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.86 | 33.49 | -5.74 | 4.17 | 7.75 | 11.23 | 8.61 | 10.00 | 20.74 | 16.20 | -29.48 | -9.57 | 34.13 | 33.16 | -6.11 | 25.95 | 8.84 | 0.79 | 1.85 | 42.52 | 14.25 | 0.06 | 35.19 | 42.59 | -45.34 | 13.77 | 10.05 | 11.21 | 14.06 | 28.57 |
| Sharpe Ratio | NA | 1.38 | -0.40 | 0.06 | 0.27 | NA | NA | 0.36 | 0.84 | 0.66 | -0.99 | -0.34 | 0.97 | 1.88 | -0.36 | 2.07 | 0.44 | 0.04 | 0.10 | 2.84 | 0.81 | 0.00 | 1.42 | 1.36 | -1.09 | 0.60 | 0.40 | 0.56 | 0.72 | 3.14 |
| Standard Deviation(%) | NA | 19.32 | 26.22 | 27.07 | 22.94 | NA | NA | 23.61 | 19.34 | 18.26 | 31.41 | 28.19 | 34.68 | 16.86 | 20.68 | 12.26 | 19.56 | 18.10 | 18.25 | 14.98 | 17.64 | 32.44 | 24.71 | 31.15 | 42.31 | 17.96 | 17.16 | 16.26 | 18.26 | 19.57 |
| Draw Down(%) | NA | 10.61 | 45.82 | 48.82 | 48.82 | NA | NA | 60.76 | 10.61 | 18.80 | 34.50 | 26.36 | 38.11 | 12.00 | 28.50 | 5.69 | 20.14 | 17.05 | 18.18 | 6.41 | 13.10 | 29.08 | 17.73 | 23.10 | 57.59 | 12.05 | 20.74 | 14.08 | 19.21 | 7.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.63 | 5.98 | 9.96 | 7.65 | 10.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.65 | 18.43 | 7.81 | 3.63 | 9.23 | 18.62 | 14.30 | 7.33 | 5.51 | 0.00 | 0.00 | 0.00 | 9.22 | 4.41 | 5.99 | 0.00 | 0.00 |
Data as of 11/25/2024, AR inception is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNSX (SMALLCAP GROWTH FUND I R-4) |
-18.53%
Feb 2006 - Feb 2009 |
-6.34%
Feb 2004 - Feb 2009 |
4.42%
Oct 2013 - Oct 2023 |
6.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNSX (SMALLCAP GROWTH FUND I R-4) |
35.36%
Feb 2009 - Feb 2012 |
30.57%
Feb 2009 - Feb 2014 |
19.26%
Feb 2009 - Feb 2019 |
13.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart