Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBMX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-3) | 10.32% | 32.30% | 13.87% | 2.86% | 8.86% | 9.69% | 7.47% | … | … |
Data as of 06/05/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBMX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-3) | 12/21/2000 | 06/05/2026 |
| 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 (%) | -2.22 | 32.30 | 13.87 | 2.86 | 8.86 | 9.69 | 7.47 | … | … | 10.32 | 14.58 | 6.54 | 15.11 | -20.51 | 10.23 | 18.73 | 26.97 | -11.42 | 12.34 | 16.68 | -0.64 | 4.80 | 47.59 | 14.19 | -2.09 | 23.45 | 21.34 | -36.98 | 1.60 | 13.67 | 9.05 | 15.83 | 42.00 | -17.57 | 6.81 | 8.11 |
| Sharpe Ratio | NA | 1.90 | 0.59 | 0.05 | 0.34 | NA | NA | … | … | 1.58 | 0.52 | 0.16 | 0.59 | -0.78 | 0.44 | 0.47 | 1.66 | -0.71 | 1.01 | 0.99 | -0.04 | 0.29 | 3.22 | 0.87 | -0.07 | 0.99 | 0.63 | -0.88 | -0.08 | 0.64 | 0.45 | 0.95 | 2.43 | -0.80 | 0.24 | NA |
| Standard Deviation(%) | NA | 17.66 | 20.27 | 22.34 | 22.61 | NA | NA | … | … | 20.12 | 22.59 | 18.76 | 19.46 | 28.34 | 22.97 | 39.44 | 15.35 | 18.22 | 11.59 | 16.58 | 16.15 | 16.62 | 14.76 | 16.47 | 32.61 | 23.54 | 33.46 | 42.96 | 19.08 | 16.19 | 15.16 | 15.69 | 17.01 | 23.39 | 18.26 | NA |
| Draw Down(%) | NA | 12.10 | 26.36 | 36.49 | 42.04 | NA | NA | … | … | 12.10 | 25.13 | 10.21 | 18.74 | 26.25 | 19.37 | 42.04 | 8.98 | 28.67 | 6.14 | 16.40 | 13.57 | 16.15 | 5.36 | 12.58 | 29.41 | 19.22 | 32.93 | 51.22 | 12.79 | 15.83 | 9.31 | 13.83 | 11.03 | 30.18 | 17.90 | NA |
| Yield(%) | 0.00 | 6.34 | 3.96 | 1.85 | 4.73 | 6.49 | 5.18 | … | … | 0.00 | 6.05 | 1.92 | 3.27 | 0.00 | 0.00 | 0.00 | 6.97 | 12.67 | 8.89 | 2.68 | 3.66 | 11.49 | 9.62 | 1.06 | 0.00 | 0.00 | 0.00 | 0.00 | 8.76 | 8.82 | 6.36 | 6.10 | 0.29 | 0.00 | 0.05 | 0.12 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PSBMX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-3) |
-19.10%
Feb 2006 – Feb 2009 |
-7.15%
Feb 2004 – Feb 2009 |
4.62%
Feb 2006 – Feb 2016 |
5.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBMX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-3) |
27.24%
Mar 2003 – Mar 2006 |
26.34%
Feb 2009 – Feb 2014 |
16.14%
Feb 2009 – Feb 2019 |
12.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart