Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQPX (MIDCAP GROWTH FUND III R-5) | NA | -0.34% | 6.19% | 5.20% | 8.85% | 9.95% | 7.99% | … | … |
Data as of 09/19/2025, Common starting date is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQPX (MIDCAP GROWTH FUND III R-5) | 06/25/2003 | 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 (%) | -7.61 | -0.34 | 6.19 | 5.20 | 8.85 | 9.95 | 7.99 | … | … | -3.26 | -32.81 | 12.09 | -28.28 | -7.74 | 29.38 | 35.02 | -4.86 | 24.39 | 4.25 | -2.10 | 7.72 | 35.46 | 9.13 | -4.54 | 27.09 | 44.39 | -48.56 | 24.31 | 5.50 | 12.59 | 11.91 | 24.43 |
| Sharpe Ratio | NA | -0.14 | 0.14 | 0.13 | 0.36 | NA | NA | … | … | -0.29 | -0.80 | 0.41 | -0.96 | -0.26 | 0.88 | 2.28 | -0.33 | 2.66 | 0.27 | -0.14 | 0.55 | 2.65 | 0.55 | -0.16 | 1.20 | 1.43 | -1.11 | 1.13 | 0.13 | 0.72 | 0.66 | 2.65 |
| Standard Deviation(%) | NA | 23.53 | 20.45 | 21.97 | 20.80 | NA | NA | … | … | 25.96 | 49.45 | 19.10 | 31.13 | 30.35 | 32.83 | 14.76 | 18.94 | 8.96 | 15.04 | 15.41 | 13.92 | 13.34 | 16.69 | 29.40 | 22.48 | 31.06 | 44.36 | 18.94 | 17.50 | 14.43 | 16.74 | 19.52 |
| Draw Down(%) | NA | 25.18 | 25.18 | 35.96 | 35.96 | NA | NA | … | … | 24.45 | 42.15 | 16.69 | 32.58 | 27.81 | 35.74 | 6.96 | 23.82 | 3.41 | 13.54 | 12.30 | 9.95 | 6.19 | 13.18 | 26.38 | 17.76 | 23.34 | 58.71 | 12.09 | 18.45 | 9.76 | 18.85 | 6.34 |
| Yield(%) | 0.00 | 38.69 | 17.30 | 14.91 | 13.28 | 13.95 | 11.24 | … | … | 0.00 | 40.86 | 8.05 | 1.36 | 22.75 | 6.68 | 10.44 | 10.06 | 14.49 | 0.29 | 4.78 | 21.38 | 21.91 | 2.34 | 0.00 | 0.00 | 0.00 | 0.00 | 7.83 | 2.92 | 0.80 | 0.00 | 0.00 |
Data as of 09/19/2025, 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 |
|---|---|---|---|---|
| PPQPX (MIDCAP GROWTH FUND III R-5) |
-18.36%
Feb 2006 – Feb 2009 |
-6.66%
Feb 2004 – Feb 2009 |
4.63%
Jan 2006 – Jan 2016 |
6.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQPX (MIDCAP GROWTH FUND III R-5) |
31.57%
Feb 2009 – Feb 2012 |
25.25%
Feb 2009 – Feb 2014 |
16.40%
Feb 2009 – Feb 2019 |
14.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart