Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBNX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-2) | NA | 47.80% | 15.72% | 16.77% | 12.82% | 8.37% | 9.39% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBNX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-2) | 12/21/2000 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 47.80 | 15.72 | 16.77 | 12.82 | 8.37 | 9.39 | … | … | 12.84 | 21.25 | 26.69 | -11.33 | 12.16 | 16.48 | -0.80 | 4.22 | 47.17 | 13.99 | -2.28 | 23.12 | 21.23 | -37.12 | 1.19 | 13.37 | 8.97 | 15.59 | 41.74 | -17.51 | 6.49 | 8.10 |
| Sharpe Ratio | NA | 1.24 | 0.53 | 0.69 | 0.57 | NA | NA | … | … | 4.50 | 0.51 | 1.65 | -0.70 | 1.00 | 0.98 | -0.05 | 0.25 | 3.19 | 0.85 | -0.07 | 0.98 | 0.63 | -0.88 | -0.10 | 0.62 | 0.45 | 0.94 | 2.42 | -0.80 | 0.23 | NA |
| Standard Deviation(%) | NA | 42.01 | 27.93 | 23.25 | 22.00 | NA | NA | … | … | 26.27 | 41.42 | 15.35 | 18.16 | 11.60 | 16.60 | 16.18 | 16.58 | 14.76 | 16.46 | 32.66 | 23.52 | 33.41 | 43.07 | 19.04 | 16.19 | 15.09 | 15.62 | 16.97 | 23.37 | 18.24 | NA |
| Draw Down(%) | NA | 35.71 | 42.02 | 42.02 | 42.02 | NA | NA | … | … | 6.28 | 42.02 | 9.01 | 28.49 | 6.17 | 16.42 | 13.63 | 16.21 | 5.36 | 12.64 | 29.42 | 19.31 | 32.99 | 51.34 | 12.87 | 15.84 | 9.30 | 13.88 | 11.14 | 30.06 | 17.90 | NA |
| Yield(%) | 0.00 | 3.07 | 7.15 | 8.25 | 8.40 | 5.82 | 7.86 | … | … | 0.00 | 2.84 | 7.29 | 13.14 | 9.18 | 2.77 | 3.75 | 11.74 | 9.80 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 8.84 | 8.88 | 6.39 | 6.12 | 0.29 | 0.00 | 0.00 | 0.12 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PSBNX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-2) |
-19.32%
Feb 2006 – Feb 2009 |
-7.35%
Feb 2004 – Feb 2009 |
4.35%
Feb 2006 – Feb 2016 |
4.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBNX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-2) |
27.04%
Mar 2003 – Mar 2006 |
26.07%
Feb 2009 – Feb 2014 |
15.91%
Feb 2009 – Feb 2019 |
10.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart