Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSABX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-1) | NA | 22.02% | -2.97% | 5.80% | 6.63% | 9.88% | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSABX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-1) | 08/15/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.92 | 22.02 | -2.97 | 5.80 | 6.63 | 9.88 | NA | … | … | 13.61 | 11.34 | -20.79 | 9.20 | 18.15 | 26.59 | -11.70 | 12.00 | 16.32 | -0.92 | 4.85 | 46.65 | 13.79 | -2.42 | 23.03 | 20.68 | -37.19 | 1.31 | 12.65 |
| Sharpe Ratio | NA | 0.78 | -0.33 | 0.13 | 0.23 | NA | NA | … | … | 0.44 | 0.36 | -0.78 | 0.39 | 0.45 | 1.64 | -0.72 | 0.98 | 0.97 | -0.06 | 0.29 | 3.16 | 0.84 | -0.08 | 0.97 | 0.61 | -0.87 | -0.09 | 2.56 |
| Standard Deviation(%) | NA | 19.44 | 23.74 | 26.94 | 22.13 | NA | NA | … | … | 18.75 | 20.00 | 28.37 | 23.25 | 39.51 | 15.36 | 18.23 | 11.62 | 16.60 | 16.15 | 16.63 | 14.74 | 16.49 | 32.61 | 23.57 | 33.53 | 43.46 | 19.04 | 13.20 |
| Draw Down(%) | NA | 10.23 | 34.41 | 42.04 | 42.28 | NA | NA | … | … | 10.23 | 18.79 | 26.34 | 19.93 | 42.04 | 8.98 | 28.77 | 6.18 | 16.41 | 13.61 | 16.22 | 5.38 | 12.68 | 29.46 | 19.31 | 33.12 | 51.36 | 12.88 | 2.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.20 | 4.48 | 6.98 | 4.54 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.39 | 13.28 | 9.26 | 2.45 | 3.78 | 11.81 | 9.84 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 8.80 | 8.92 |
Data as of 11/25/2024, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSABX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-1) |
-11.59%
Jun 2007 – Jun 2010 |
-3.09%
Sep 2006 – Sep 2011 |
4.74%
Oct 2013 – Oct 2023 |
5.09%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSABX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-1) |
26.42%
Feb 2009 – Feb 2012 |
25.88%
Feb 2009 – Feb 2014 |
15.75%
Feb 2009 – Feb 2019 |
11.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart