Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) | 8.39% | 14.44% | 14.67% | 12.22% | 10.44% | 11.40% | 9.03% | 10.22% |
Data as of 07/25/2025, AR inception is 12/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) | 12/27/1990 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 14.44 | 14.67 | 12.22 | 10.44 | 11.40 | 9.03 | 10.22 | 8.39 | 16.98 | 20.89 | -18.86 | 20.65 | 18.34 | 27.08 | -8.66 | 25.55 | 7.82 | 0.58 | 6.29 | 28.62 | 18.14 | -3.60 | 16.89 | 40.95 | -41.49 | 8.69 | 16.36 | 9.46 | 15.15 | 34.10 | -19.84 | -7.64 | -0.22 | 21.21 | 13.67 | 17.59 | 20.53 | 29.96 | 1.40 | 20.98 | 7.24 | 26.08 | -2.46 |
| Sharpe Ratio | NA | 0.62 | 0.71 | 0.63 | 0.51 | NA | NA | 0.48 | 0.58 | 1.17 | 1.40 | -0.90 | 1.63 | 0.54 | 2.19 | -0.66 | 3.67 | 0.53 | 0.04 | 0.39 | 2.50 | 1.31 | -0.14 | 0.86 | 1.47 | -1.06 | 0.36 | 1.16 | 0.73 | 1.22 | 2.17 | -0.91 | -0.55 | -0.24 | 1.49 | 0.61 | 1.14 | 2.10 | 4.24 | -0.22 | 2.77 | 0.55 | 1.97 | -2.80 |
| Standard Deviation(%) | NA | 18.10 | 15.88 | 16.27 | 17.54 | NA | NA | 17.17 | 21.36 | 11.42 | 12.45 | 22.64 | 12.64 | 33.18 | 11.68 | 15.28 | 6.82 | 14.48 | 14.46 | 16.01 | 11.43 | 13.90 | 25.16 | 19.54 | 27.88 | 39.90 | 15.68 | 11.22 | 9.85 | 11.64 | 15.38 | 23.08 | 18.76 | 18.89 | 11.98 | 16.84 | 12.17 | 7.97 | 6.13 | 7.51 | 6.76 | 8.56 | 11.20 | 35.83 |
| Draw Down(%) | NA | 17.48 | 17.48 | 26.86 | 34.52 | NA | NA | 56.47 | 17.48 | 7.46 | 10.34 | 25.59 | 6.61 | 34.52 | 6.40 | 19.48 | 2.15 | 12.67 | 13.64 | 8.89 | 7.44 | 11.92 | 21.95 | 16.13 | 24.74 | 52.40 | 10.29 | 11.03 | 7.01 | 9.55 | 14.20 | 32.39 | 27.76 | 13.72 | 9.71 | 22.65 | 9.16 | 7.20 | 2.53 | 8.90 | 3.88 | 7.08 | 5.69 | 2.80 |
| Yield(%) | 0.00 | 6.59 | 7.26 | 8.60 | 8.44 | 10.47 | 8.00 | 13.59 | 0.00 | 7.35 | 5.69 | 7.59 | 7.49 | 13.91 | 10.56 | 9.24 | 9.35 | 7.74 | 11.35 | 7.96 | 4.79 | 3.08 | 1.12 | 1.09 | 1.73 | 6.25 | 5.39 | 4.32 | 1.48 | 1.15 | 1.05 | 1.07 | 2.88 | 11.26 | 12.62 | 9.73 | 12.00 | 8.33 | 8.76 | 7.59 | 8.38 | 7.13 | 2.48 | 2.13 |
Data as of 07/25/2025, AR inception is 12/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) |
-15.48%
Feb 2006 - Feb 2009 |
-5.32%
Feb 2004 - Feb 2009 |
-0.08%
Feb 1999 - Feb 2009 |
4.72%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) |
27.75%
Feb 2009 - Feb 2012 |
23.62%
Feb 2009 - Feb 2014 |
15.43%
Feb 2009 - Feb 2019 |
13.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart