Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSECX (1789 GROWTH AND INCOME FUND CLASS C SHARES) | 2.33% | 7.63% | 11.75% | 6.76% | 7.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSECX (1789 GROWTH AND INCOME FUND CLASS C SHARES) | 08/29/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 7.63 | 11.75 | 6.76 | 7.11 | NA | NA | … | … | 2.33 | 8.04 | 14.49 | 10.64 | -10.66 | 25.43 | 0.78 | 24.00 | -5.22 | 5.16 | 7.26 | -3.00 | 7.02 | 11.02 |
| Sharpe Ratio | NA | 0.65 | 0.84 | 0.38 | 0.43 | NA | NA | … | … | 0.53 | 0.40 | 1.11 | 0.70 | -0.77 | 2.54 | 0.02 | 2.56 | -0.61 | 0.74 | 0.68 | -0.26 | 0.77 | 4.56 |
| Standard Deviation(%) | NA | 9.88 | 11.00 | 11.94 | 13.24 | NA | NA | … | … | 11.15 | 13.00 | 9.76 | 10.03 | 15.67 | 10.00 | 26.66 | 8.79 | 10.89 | 6.10 | 10.33 | 11.49 | 9.13 | 7.96 |
| Draw Down(%) | NA | 7.44 | 12.51 | 18.47 | 31.13 | NA | NA | … | … | 7.44 | 11.82 | 4.88 | 8.24 | 18.47 | 4.81 | 31.13 | 3.48 | 12.00 | 3.86 | 6.49 | 11.87 | 7.30 | 2.90 |
| Yield(%) | 0.00 | 1.05 | 2.86 | 2.83 | 2.75 | 2.77 | 2.08 | … | … | 0.16 | 0.91 | 4.28 | 2.91 | 3.95 | 1.92 | 0.27 | 1.44 | 6.02 | 0.61 | 0.33 | 4.75 | 3.82 | 2.02 |
Data as of 06/04/2026, Common starting date is 08/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSECX (1789 GROWTH AND INCOME FUND CLASS C SHARES) |
0.06%
Mar 2017 – Mar 2020 |
0.89%
Mar 2015 – Mar 2020 |
4.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSECX (1789 GROWTH AND INCOME FUND CLASS C SHARES) |
16.16%
Dec 2018 – Dec 2021 |
11.71%
Mar 2020 – Mar 2025 |
8.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart