Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQMX (MIDCAP GROWTH FUND III R-3) | NA | -2.88% | 5.06% | 4.39% | 8.26% | 9.44% | 7.53% | … | … |
Data as of 09/19/2025, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQMX (MIDCAP GROWTH FUND III R-3) | 06/26/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.67 | -2.88 | 5.06 | 4.39 | 8.26 | 9.44 | 7.53 | … | … | -5.65 | -40.04 | 10.56 | -28.72 | -10.69 | 28.27 | 34.60 | -5.13 | 23.93 | 3.97 | -2.51 | 7.45 | 35.17 | 8.74 | -4.92 | 26.74 | 44.04 | -48.67 | 23.78 | 5.21 | 12.13 | 11.63 | 21.62 |
| Sharpe Ratio | NA | -0.24 | 0.08 | 0.10 | 0.33 | NA | NA | … | … | -0.40 | -0.78 | 0.32 | -0.97 | -0.33 | 0.85 | 2.23 | -0.34 | 2.59 | 0.25 | -0.17 | 0.53 | 2.64 | 0.52 | -0.17 | 1.18 | 1.41 | -1.11 | 1.10 | 0.11 | 0.69 | 0.64 | 2.33 |
| Standard Deviation(%) | NA | 24.35 | 20.79 | 22.17 | 20.95 | NA | NA | … | … | 26.95 | 60.02 | 19.68 | 31.22 | 32.73 | 32.91 | 14.91 | 19.00 | 9.03 | 15.30 | 15.35 | 13.96 | 13.29 | 16.73 | 29.41 | 22.50 | 31.13 | 44.44 | 18.91 | 17.57 | 14.47 | 16.77 | 19.55 |
| Draw Down(%) | NA | 25.28 | 25.28 | 36.13 | 36.13 | NA | NA | … | … | 24.44 | 48.18 | 16.79 | 32.69 | 29.95 | 35.81 | 6.90 | 23.93 | 3.36 | 13.59 | 12.41 | 10.03 | 6.29 | 13.18 | 26.42 | 17.79 | 23.39 | 58.87 | 12.13 | 18.64 | 9.78 | 19.07 | 6.33 |
| Yield(%) | 0.00 | 45.44 | 19.90 | 16.46 | 14.02 | 14.24 | 11.29 | … | … | 0.00 | 47.85 | 9.29 | 1.56 | 25.27 | 7.36 | 11.37 | 10.83 | 15.40 | 0.31 | 5.04 | 22.20 | 22.55 | 2.38 | 0.00 | 0.00 | 0.00 | 0.00 | 7.90 | 2.93 | 0.80 | 0.00 | 0.00 |
Data as of 09/19/2025, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQMX (MIDCAP GROWTH FUND III R-3) |
-18.60%
Feb 2006 – Feb 2009 |
-6.96%
Feb 2004 – Feb 2009 |
4.30%
Jan 2006 – Jan 2016 |
6.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQMX (MIDCAP GROWTH FUND III R-3) |
31.15%
Feb 2009 – Feb 2012 |
24.85%
Feb 2009 – Feb 2014 |
16.04%
Feb 2009 – Feb 2019 |
14.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart