Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPUMX (LARGECAP GROWTH FUND I R-3) | 4.72% | 13.08% | 18.35% | 8.36% | 14.95% | 13.93% | 11.76% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPUMX (LARGECAP GROWTH FUND I R-3) | 12/21/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 13.08 | 18.35 | 8.36 | 14.95 | 13.93 | 11.76 | … | … | 4.72 | 11.11 | 24.35 | 39.65 | -34.34 | 20.91 | 35.36 | 34.32 | 2.85 | 33.05 | 0.43 | 7.32 | 8.37 | 35.80 | 15.97 | -0.92 | 19.12 | 51.51 | -40.97 | 7.77 | 5.43 | 7.14 | 8.64 | 23.26 | -27.10 | -14.86 | 4.79 |
| Sharpe Ratio | NA | 0.84 | 0.90 | 0.27 | 0.65 | NA | NA | … | … | 0.59 | 0.38 | 1.32 | 2.18 | -1.09 | 1.20 | 1.12 | 2.26 | 0.07 | 3.84 | 0.01 | 0.44 | 0.60 | 2.91 | 1.05 | -0.04 | 0.99 | 1.86 | -1.00 | 0.28 | 0.16 | 0.43 | 0.57 | 1.29 | -1.10 | -0.71 | NA |
| Standard Deviation(%) | NA | 15.23 | 18.04 | 21.74 | 20.72 | NA | NA | … | … | 18.06 | 21.69 | 15.75 | 16.66 | 32.93 | 17.43 | 31.34 | 14.54 | 20.36 | 8.48 | 15.40 | 16.48 | 13.81 | 12.29 | 15.25 | 25.93 | 19.31 | 27.58 | 41.63 | 16.31 | 12.45 | 11.38 | 13.36 | 17.54 | 25.65 | 24.69 | NA |
| Draw Down(%) | NA | 18.48 | 21.58 | 40.90 | 40.90 | NA | NA | … | … | 16.05 | 21.51 | 10.40 | 10.92 | 37.69 | 9.46 | 31.45 | 7.41 | 20.46 | 2.38 | 15.34 | 11.80 | 8.29 | 5.39 | 12.88 | 20.73 | 15.48 | 18.10 | 52.61 | 9.65 | 11.80 | 9.81 | 12.42 | 12.24 | 34.31 | 33.73 | NA |
| Yield(%) | 0.00 | 18.09 | 21.57 | 13.23 | 17.13 | 16.83 | 15.57 | … | … | 0.00 | 18.61 | 37.61 | 9.56 | 8.02 | 14.37 | 9.95 | 11.12 | 15.67 | 9.23 | 4.83 | 12.67 | 10.61 | 7.96 | 5.12 | 3.70 | 0.00 | 0.00 | 0.00 | 4.87 | 4.51 | 3.92 | 0.51 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 06/04/2026, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPUMX (LARGECAP GROWTH FUND I R-3) |
-15.07%
Feb 2006 – Feb 2009 |
-6.72%
Feb 2004 – Feb 2009 |
0.45%
Jan 2001 – Jan 2011 |
3.65%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPUMX (LARGECAP GROWTH FUND I R-3) |
30.03%
Dec 2018 – Dec 2021 |
25.68%
Feb 2009 – Feb 2014 |
19.14%
Sep 2011 – Sep 2021 |
17.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart