Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMCX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS C) | NA | -2.60% | 9.63% | 3.39% | 7.66% | 6.54% | NA | … | … |
Data as of 05/30/2023, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMCX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS C) | 01/22/2007 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.60 | 9.63 | 3.39 | 7.66 | 6.54 | NA | … | … | 3.25 | -21.17 | 8.08 | 20.57 | 26.06 | -11.72 | 11.56 | 15.79 | -1.32 | 4.03 | 45.78 | 13.33 | -2.95 | 22.43 | 20.32 | -37.54 | 1.05 |
| Sharpe Ratio | NA | -0.29 | 0.36 | 0.08 | 0.31 | NA | NA | … | … | 0.17 | -0.80 | 0.36 | 0.49 | 1.61 | -0.72 | 0.95 | 0.94 | -0.08 | 0.24 | 3.11 | 0.82 | -0.09 | 0.95 | 0.61 | -0.89 | -0.10 |
| Standard Deviation(%) | NA | 24.43 | 25.14 | 27.18 | 22.08 | NA | NA | … | … | 19.94 | 28.29 | 22.19 | 41.37 | 15.34 | 18.17 | 11.61 | 16.54 | 16.19 | 16.51 | 14.73 | 16.41 | 32.54 | 23.61 | 33.38 | 43.01 | 19.36 |
| Draw Down(%) | NA | 16.13 | 32.15 | 42.47 | 42.47 | NA | NA | … | … | 12.37 | 26.50 | 18.20 | 42.07 | 9.01 | 28.60 | 6.23 | 16.44 | 13.76 | 16.31 | 5.38 | 12.69 | 29.56 | 19.43 | 32.93 | 51.62 | 13.14 |
| Yield(%) | 0.00 | 0.00 | 5.66 | 6.07 | 7.74 | 6.38 | 4.74 | … | … | 0.00 | 0.00 | 10.21 | 3.11 | 7.89 | 13.98 | 9.67 | 2.46 | 3.91 | 12.10 | 10.03 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 8.73 |
Data as of 05/30/2023, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMCX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS C) |
-12.10%
Jun 2007 – Jun 2010 |
-3.48%
May 2007 – May 2012 |
4.78%
May 2007 – May 2017 |
5.31%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMCX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS C) |
25.85%
Feb 2009 – Feb 2012 |
25.28%
Feb 2009 – Feb 2014 |
15.24%
Feb 2009 – Feb 2019 |
7.53%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart