Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQSX (MIDCAP GROWTH FUND III R-4) | NA | 15.39% | -10.58% | 1.62% | 5.58% | 8.65% | 6.85% | … | … |
Data as of 11/25/2024, Common starting date is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQSX (MIDCAP GROWTH FUND III R-4) | 06/25/2003 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 (%) | 4.56 | 15.39 | -10.58 | 1.62 | 5.58 | 8.65 | 6.85 | … | … | 14.07 | 11.29 | -28.48 | -9.26 | 28.74 | 34.97 | -4.99 | 24.18 | 4.09 | -2.27 | 7.70 | 35.32 | 8.97 | -4.71 | 27.03 | 44.39 | -48.62 | 24.06 | 5.34 | 12.45 | 11.73 | 24.02 |
| Sharpe Ratio | NA | 0.47 | -0.55 | -0.03 | 0.18 | NA | NA | … | … | 0.56 | 0.37 | -0.96 | -0.29 | 0.86 | 2.25 | -0.33 | 2.62 | 0.26 | -0.15 | 0.55 | 2.65 | 0.54 | -0.16 | 1.20 | 1.43 | -1.11 | 1.12 | 0.12 | 0.71 | 0.63 | 2.59 |
| Standard Deviation(%) | NA | 17.94 | 27.60 | 27.06 | 21.92 | NA | NA | … | … | 15.48 | 19.37 | 31.15 | 31.61 | 33.05 | 14.91 | 18.97 | 9.03 | 15.00 | 15.43 | 13.86 | 13.34 | 16.71 | 29.47 | 22.52 | 30.96 | 44.39 | 18.95 | 17.57 | 14.44 | 17.23 | 19.55 |
| Draw Down(%) | NA | 12.13 | 47.94 | 49.60 | 49.60 | NA | NA | … | … | 12.13 | 16.74 | 32.60 | 28.99 | 35.80 | 6.99 | 23.87 | 3.37 | 13.61 | 12.35 | 10.05 | 6.24 | 13.17 | 26.35 | 17.82 | 23.36 | 58.74 | 12.15 | 18.54 | 9.72 | 18.97 | 6.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.65 | 5.23 | 7.93 | 6.52 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.98 | 10.51 | 15.03 | 0.30 | 4.94 | 21.90 | 22.35 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 7.92 | 2.94 | 0.80 | 0.00 | 0.00 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PPQSX (MIDCAP GROWTH FUND III R-4) |
-18.44%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
4.39%
Oct 2013 – Oct 2023 |
4.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQSX (MIDCAP GROWTH FUND III R-4) |
31.38%
Feb 2009 – Feb 2012 |
25.07%
Feb 2009 – Feb 2014 |
16.25%
Feb 2009 – Feb 2019 |
11.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart