Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQNX (MIDCAP GROWTH FUND III R-2) | NA | 43.05% | 20.12% | 18.98% | 12.03% | 9.00% | NA | … | … |
Data as of 03/01/2021, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQNX (MIDCAP GROWTH FUND III R-2) | 06/26/2003 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 43.05 | 20.12 | 18.98 | 12.03 | 9.00 | NA | … | … | 2.77 | 35.45 | 34.37 | -5.19 | 23.71 | 3.79 | -2.49 | 6.62 | 34.53 | 8.54 | -5.09 | 26.52 | 44.11 | -48.81 | 23.59 | 5.01 | 11.93 | 11.33 | 21.75 |
| Sharpe Ratio | NA | 1.31 | 0.77 | 0.88 | 0.59 | NA | NA | … | … | 0.85 | 0.98 | 2.21 | -0.34 | 2.57 | 0.23 | -0.16 | 0.48 | 2.58 | 0.51 | -0.17 | 1.18 | 1.42 | -1.12 | 1.09 | 0.10 | 0.68 | 0.62 | 2.35 |
| Standard Deviation(%) | NA | 36.06 | 25.06 | 20.76 | 19.87 | NA | NA | … | … | 22.71 | 35.67 | 14.92 | 19.01 | 9.01 | 15.31 | 15.41 | 13.81 | 13.39 | 16.73 | 29.39 | 22.48 | 30.99 | 44.36 | 18.89 | 17.59 | 14.36 | 16.76 | 19.52 |
| Draw Down(%) | NA | 30.25 | 35.78 | 35.78 | 35.78 | NA | NA | … | … | 6.77 | 35.78 | 6.95 | 23.79 | 3.42 | 13.66 | 12.55 | 10.05 | 6.30 | 13.23 | 26.42 | 17.96 | 23.30 | 58.87 | 12.12 | 18.64 | 9.76 | 19.10 | 6.46 |
| Yield(%) | 0.00 | 8.52 | 9.97 | 10.78 | 9.55 | 7.45 | 9.24 | … | … | 0.00 | 8.22 | 12.56 | 11.80 | 16.57 | 0.33 | 5.37 | 23.33 | 23.43 | 2.47 | 0.00 | 0.00 | 0.00 | 0.00 | 8.11 | 3.00 | 0.82 | 0.00 | 0.00 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PPQNX (MIDCAP GROWTH FUND III R-2) |
-18.77%
Feb 2006 – Feb 2009 |
-7.13%
Feb 2004 – Feb 2009 |
4.05%
Jan 2006 – Jan 2016 |
6.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQNX (MIDCAP GROWTH FUND III R-2) |
30.96%
Feb 2009 – Feb 2012 |
24.60%
Feb 2009 – Feb 2014 |
15.78%
Feb 2009 – Feb 2019 |
9.43%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart