Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQJX (MIDCAP GROWTH FUND III CLASS J) | NA | -8.89% | 3.03% | 3.27% | 7.79% | 9.16% | 7.10% | … | … |
Data as of 09/19/2025, Common starting date is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQJX (MIDCAP GROWTH FUND III CLASS J) | 01/28/2004 | 09/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.45 | -8.89 | 3.03 | 3.27 | 7.79 | 9.16 | 7.10 | … | … | -11.61 | 7.32 | 19.93 | -26.92 | 15.06 | 36.11 | 34.99 | -5.02 | 24.23 | 4.25 | -2.38 | 7.65 | 35.30 | 8.79 | -4.81 | 26.52 | 44.49 | -48.80 | 23.64 | 1.91 | 10.97 | 8.09 |
| Sharpe Ratio | NA | -0.44 | -0.02 | 0.04 | 0.30 | NA | NA | … | … | -0.61 | 0.23 | 0.96 | -0.91 | 0.82 | 1.09 | 2.25 | -0.34 | 2.63 | 0.26 | -0.16 | 0.55 | 2.64 | 0.53 | -0.16 | 1.17 | 1.43 | -1.12 | 1.09 | -0.09 | 0.61 | 0.46 |
| Standard Deviation(%) | NA | 27.46 | 22.04 | 22.88 | 21.34 | NA | NA | … | … | 30.86 | 15.80 | 17.05 | 31.12 | 18.34 | 32.63 | 14.92 | 18.94 | 9.01 | 15.25 | 15.51 | 13.93 | 13.35 | 16.73 | 29.41 | 22.63 | 31.14 | 44.40 | 18.89 | 17.78 | 14.39 | 16.75 |
| Draw Down(%) | NA | 25.16 | 25.16 | 36.07 | 36.07 | NA | NA | … | … | 24.54 | 12.10 | 16.73 | 32.55 | 11.44 | 35.76 | 6.93 | 23.87 | 3.38 | 13.57 | 12.39 | 9.96 | 6.29 | 13.12 | 26.37 | 17.87 | 23.49 | 58.85 | 12.11 | 18.57 | 9.80 | 19.09 |
| Yield(%) | 0.00 | 58.46 | 25.03 | 19.46 | 15.77 | 15.38 | 11.84 | … | … | 0.00 | 61.76 | 11.75 | 1.97 | 30.18 | 8.71 | 13.29 | 12.44 | 17.42 | 0.35 | 5.67 | 24.40 | 24.38 | 2.57 | 0.00 | 0.00 | 0.00 | 0.00 | 8.47 | 0.00 | 0.00 | 0.00 |
Data as of 09/19/2025, Common starting date is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQJX (MIDCAP GROWTH FUND III CLASS J) |
-19.57%
Feb 2006 – Feb 2009 |
-7.90%
Feb 2004 – Feb 2009 |
4.01%
Jan 2006 – Jan 2016 |
6.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQJX (MIDCAP GROWTH FUND III CLASS J) |
31.27%
Feb 2009 – Feb 2012 |
24.97%
Feb 2009 – Feb 2014 |
16.20%
Feb 2009 – Feb 2019 |
14.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart