Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIJX (SMALLCAP GROWTH FUND I CLASS J) | 15.34% | 34.06% | 16.86% | 4.59% | 12.18% | 11.34% | 9.74% | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIJX (SMALLCAP GROWTH FUND I CLASS J) | 06/05/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 34.06 | 16.86 | 4.59 | 12.18 | 11.34 | 9.74 | … | … | 15.34 | -2.06 | -0.72 | 16.34 | -29.80 | -14.50 | 31.97 | 33.34 | -6.13 | 25.93 | 8.93 | 0.60 | 1.88 | 42.50 | 14.00 | -0.25 | 34.75 | 41.60 | -45.53 | 13.19 | 9.30 | 11.05 | 13.41 | 25.39 |
| Sharpe Ratio | NA | 1.42 | 0.62 | 0.10 | 0.47 | NA | NA | … | … | 1.47 | -0.17 | -0.32 | 0.67 | -1.00 | -0.45 | 0.90 | 1.89 | -0.36 | 2.07 | 0.44 | 0.03 | 0.10 | 2.82 | 0.80 | -0.01 | 1.41 | 1.33 | -1.09 | 0.57 | 0.35 | 0.55 | 0.68 | 2.43 |
| Standard Deviation(%) | NA | 22.12 | 22.10 | 23.64 | 22.94 | NA | NA | … | … | 25.08 | 29.80 | 23.20 | 18.25 | 31.38 | 32.25 | 34.95 | 16.89 | 20.63 | 12.27 | 19.71 | 18.04 | 18.27 | 15.05 | 17.56 | 32.46 | 24.64 | 31.21 | 42.33 | 17.95 | 17.12 | 16.29 | 18.24 | 19.54 |
| Draw Down(%) | NA | 13.77 | 28.83 | 39.58 | 39.58 | NA | NA | … | … | 13.77 | 27.11 | 19.63 | 18.80 | 34.38 | 30.58 | 38.17 | 11.98 | 28.55 | 5.80 | 20.07 | 17.04 | 18.28 | 6.36 | 13.08 | 29.14 | 17.75 | 23.09 | 57.73 | 12.13 | 20.92 | 14.16 | 19.41 | 7.74 |
| Yield(%) | 0.00 | 17.58 | 11.26 | 8.28 | 12.31 | 11.18 | 10.10 | … | … | 0.00 | 17.01 | 14.53 | 0.00 | 0.98 | 20.90 | 9.74 | 13.46 | 22.21 | 9.29 | 4.29 | 10.73 | 20.99 | 15.88 | 8.07 | 6.02 | 0.00 | 0.00 | 0.00 | 9.82 | 4.65 | 6.27 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIJX (SMALLCAP GROWTH FUND I CLASS J) |
-18.93%
Feb 2006 – Feb 2009 |
-6.76%
Feb 2004 – Feb 2009 |
5.48%
Feb 2006 – Feb 2016 |
7.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIJX (SMALLCAP GROWTH FUND I CLASS J) |
34.77%
Feb 2009 – Feb 2012 |
30.15%
Feb 2009 – Feb 2014 |
19.07%
Feb 2009 – Feb 2019 |
15.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart