Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSEPX (1789 GROWTH AND INCOME FUND CLASS P SHARES) | 2.84% | 8.70% | 12.90% | 8.02% | 8.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSEPX (1789 GROWTH AND INCOME FUND CLASS P 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 (%) | -1.09 | 8.70 | 12.90 | 8.02 | 8.28 | NA | NA | … | … | 2.84 | 9.03 | 15.66 | 11.83 | -6.90 | 23.82 | 1.80 | 25.17 | -4.25 | 6.25 | 8.38 | -2.09 | 8.15 | 9.35 |
| Sharpe Ratio | NA | 0.77 | 0.94 | 0.49 | 0.52 | NA | NA | … | … | 0.64 | 0.48 | 1.23 | 0.82 | -0.54 | 2.37 | 0.06 | 2.69 | -0.52 | 0.92 | 0.80 | -0.18 | 0.89 | 3.54 |
| Standard Deviation(%) | NA | 9.86 | 11.00 | 11.92 | 13.24 | NA | NA | … | … | 11.11 | 12.96 | 9.77 | 10.03 | 15.61 | 10.05 | 26.66 | 8.82 | 10.93 | 6.14 | 10.24 | 11.51 | 9.09 | 8.56 |
| Draw Down(%) | NA | 7.25 | 12.18 | 16.35 | 31.10 | NA | NA | … | … | 7.25 | 11.67 | 4.92 | 7.98 | 16.13 | 4.41 | 31.10 | 3.46 | 11.39 | 3.60 | 6.38 | 11.67 | 7.07 | 2.81 |
| Yield(%) | 0.00 | 2.03 | 3.84 | 3.68 | 3.79 | 3.59 | 2.69 | … | … | 0.41 | 1.72 | 5.20 | 3.82 | 4.15 | 3.26 | 0.97 | 2.51 | 6.97 | 1.51 | 1.38 | 5.64 | 5.05 | 0.03 |
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 |
|---|---|---|---|---|
| PSEPX (1789 GROWTH AND INCOME FUND CLASS P SHARES) |
1.06%
Mar 2017 – Mar 2020 |
1.91%
Mar 2015 – Mar 2020 |
5.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSEPX (1789 GROWTH AND INCOME FUND CLASS P SHARES) |
16.42%
Dec 2018 – Dec 2021 |
13.04%
Mar 2020 – Mar 2025 |
9.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart