Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBSX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-4) | NA | 23.17% | -2.00% | 6.71% | 7.36% | 10.56% | 7.63% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBSX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-4) | 12/21/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.92 | 23.17 | -2.00 | 6.71 | 7.36 | 10.56 | 7.63 | … | … | 14.16 | 12.35 | -20.38 | 10.96 | 19.05 | 27.19 | -11.22 | 12.56 | 16.91 | -0.43 | 4.95 | 47.94 | 14.38 | -1.99 | 23.66 | 21.62 | -36.88 | 1.82 | 14.34 | 9.35 | 16.03 | 42.21 | -17.57 | 6.90 | 8.10 |
| Sharpe Ratio | NA | 0.84 | -0.30 | 0.16 | 0.26 | NA | NA | … | … | 0.47 | 0.41 | -0.77 | 0.48 | 0.47 | 1.68 | -0.69 | 1.03 | 1.02 | -0.03 | 0.30 | 3.26 | 0.88 | -0.06 | 1.00 | 0.64 | -0.88 | -0.06 | 0.68 | 0.47 | 0.97 | 2.43 | -0.80 | 0.25 | NA |
| Standard Deviation(%) | NA | 19.33 | 23.58 | 26.84 | 22.05 | NA | NA | … | … | 18.76 | 19.90 | 28.38 | 22.82 | 39.47 | 15.37 | 18.20 | 11.61 | 16.38 | 16.14 | 16.66 | 14.72 | 16.41 | 32.62 | 23.57 | 33.42 | 43.00 | 19.07 | 16.25 | 15.13 | 15.61 | 17.06 | 23.35 | 18.28 | NA |
| Draw Down(%) | NA | 10.23 | 33.53 | 42.02 | 42.02 | NA | NA | … | … | 10.23 | 18.70 | 26.17 | 19.04 | 42.02 | 8.94 | 28.60 | 6.15 | 16.38 | 13.52 | 16.09 | 5.35 | 12.58 | 29.36 | 19.26 | 32.90 | 51.13 | 12.76 | 15.81 | 9.28 | 13.80 | 11.03 | 30.29 | 17.87 | NA |
| Yield(%) | 0.00 | 0.15 | 0.04 | 1.13 | 4.33 | 6.92 | 5.26 | … | … | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 6.79 | 12.34 | 8.60 | 2.81 | 3.55 | 11.22 | 9.43 | 1.16 | 0.00 | 0.00 | 0.19 | 0.18 | 8.64 | 8.76 | 6.33 | 6.09 | 0.29 | 0.00 | 0.24 | 0.12 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PSBSX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-4) |
-18.95%
Feb 2006 – Feb 2009 |
-6.88%
Feb 2004 – Feb 2009 |
4.82%
Feb 2006 – Feb 2016 |
5.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBSX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-4) |
27.70%
Mar 2003 – Mar 2006 |
26.57%
Feb 2009 – Feb 2014 |
16.36%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart