Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLIX (SMALLCAP FUND FKA SMALLCAP BLEND FUND INSTITUTIONAL CLASS) | 13.78% | 36.48% | 15.50% | 4.19% | 9.80% | 10.52% | 8.22% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLIX (SMALLCAP FUND FKA SMALLCAP BLEND FUND INSTITUTIONAL CLASS) | 12/20/2001 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 36.48 | 15.50 | 4.19 | 9.80 | 10.52 | 8.22 | … | … | 13.78 | 15.14 | 6.95 | 15.70 | -20.17 | 11.62 | 19.47 | 27.57 | -10.95 | 12.96 | 17.30 | -0.09 | 5.31 | 48.38 | 14.79 | -1.56 | 24.01 | 22.03 | -36.63 | 2.24 | 14.24 | 9.76 | 10.15 | 42.61 | -17.07 | 2.09 |
| Sharpe Ratio | NA | 1.93 | 0.62 | 0.07 | 0.37 | NA | NA | … | … | 1.60 | 0.55 | 0.18 | 0.62 | -0.76 | 0.51 | 0.49 | 1.70 | -0.68 | 1.06 | 1.04 | -0.01 | 0.32 | 3.28 | 0.90 | -0.05 | 1.02 | 0.66 | -0.86 | -0.05 | 0.67 | 0.50 | 0.55 | 2.47 | -0.78 | 11.95 |
| Standard Deviation(%) | NA | 17.70 | 20.30 | 22.28 | 22.56 | NA | NA | … | … | 20.17 | 22.59 | 18.78 | 19.45 | 28.35 | 22.65 | 39.41 | 15.36 | 18.19 | 11.61 | 16.42 | 16.14 | 16.65 | 14.74 | 16.45 | 32.58 | 23.53 | 33.36 | 43.42 | 19.10 | 16.25 | 15.08 | 16.73 | 16.98 | 23.31 | 11.50 |
| Draw Down(%) | NA | 12.09 | 26.24 | 35.84 | 41.96 | NA | NA | … | … | 12.09 | 25.06 | 10.22 | 18.64 | 26.12 | 18.73 | 41.96 | 8.96 | 28.56 | 6.13 | 16.35 | 13.42 | 16.01 | 5.37 | 12.52 | 29.27 | 19.18 | 32.84 | 51.03 | 12.60 | 15.75 | 9.21 | 13.65 | 10.93 | 30.00 | 0.93 |
| Yield(%) | 0.00 | 5.85 | 3.87 | 1.87 | 4.76 | 6.64 | 5.39 | … | … | 0.00 | 5.61 | 2.01 | 3.35 | 0.15 | 0.00 | 0.15 | 6.84 | 12.18 | 8.64 | 3.03 | 3.47 | 11.04 | 9.60 | 1.55 | 0.00 | 0.00 | 0.51 | 0.48 | 8.61 | 8.74 | 6.34 | 0.00 | 0.00 | 0.00 | 0.61 |
Data as of 06/04/2026, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLIX (SMALLCAP FUND FKA SMALLCAP BLEND FUND INSTITUTIONAL CLASS) |
-18.65%
Feb 2006 – Feb 2009 |
-7.64%
Feb 2004 – Feb 2009 |
4.92%
May 2002 – May 2012 |
5.76%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLIX (SMALLCAP FUND FKA SMALLCAP BLEND FUND INSTITUTIONAL CLASS) |
27.61%
Feb 2009 – Feb 2012 |
27.01%
Feb 2009 – Feb 2014 |
16.75%
Feb 2009 – Feb 2019 |
13.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart