Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMLX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-6) | 13.87% | 36.62% | 15.63% | 5.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMLX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-6) | 11/23/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 36.62 | 15.63 | 5.79 | NA | NA | NA | … | … | 13.87 | 11.74 | 7.11 | 15.80 | -20.09 | 19.93 | 22.08 | 27.69 | -10.91 | 12.98 | -0.89 |
| Sharpe Ratio | NA | 1.93 | 0.62 | 0.15 | NA | NA | NA | … | … | 1.62 | 0.39 | 0.19 | 0.63 | -0.76 | 0.95 | 0.55 | 1.71 | -0.68 | 1.08 | -0.72 |
| Standard Deviation(%) | NA | 17.72 | 20.29 | 21.95 | NA | NA | NA | … | … | 20.18 | 23.13 | 18.78 | 19.44 | 28.34 | 20.97 | 39.36 | 15.34 | 18.18 | 11.50 | 12.51 |
| Draw Down(%) | NA | 12.05 | 26.19 | 31.08 | NA | NA | NA | … | … | 12.05 | 25.02 | 10.21 | 18.62 | 26.07 | 12.76 | 41.98 | 8.92 | 28.50 | 6.09 | 3.94 |
| Yield(%) | 0.00 | 5.97 | 3.98 | 3.29 | 5.17 | 3.44 | 2.58 | … | … | 0.00 | 5.72 | 2.13 | 3.46 | 0.25 | 8.02 | 2.68 | 6.94 | 12.23 | 8.68 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMLX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-6) |
-4.57%
Mar 2017 – Mar 2020 |
3.67%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMLX (SMALLCAP FUND FKA SMALLCAP BLEND FUND R-6) |
23.19%
Dec 2018 – Dec 2021 |
13.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart