Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMMF (Persimmon PLC) | NA | -9.53% | -5.63% | -4.52% | 0.89% | NA | NA | … | … |
Data as of 06/18/2025, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMMF (Persimmon PLC) | 08/20/2012 | 06/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.53 | -5.63 | -4.52 | 0.89 | NA | NA | … | … | 17.62 | 0.43 | 11.91 | -56.90 | 5.37 | 18.92 | 62.05 | -26.71 | 77.07 | -22.47 | 22.88 | 25.87 | 40.45 | 25.35 |
| Sharpe Ratio | NA | -0.22 | -0.17 | -0.13 | -0.01 | NA | NA | … | … | 1.14 | -0.09 | 0.20 | -1.00 | 0.10 | 0.21 | 1.68 | -0.96 | 2.06 | -0.40 | 0.92 | 1.02 | 1.23 | 2.82 |
| Standard Deviation(%) | NA | 59.50 | 51.94 | 52.21 | 52.84 | NA | NA | … | … | 34.34 | 69.94 | 39.40 | 58.61 | 53.70 | 89.18 | 36.02 | 29.26 | 37.26 | 57.03 | 24.80 | 25.41 | 32.82 | 31.25 |
| Draw Down(%) | NA | 37.77 | 48.52 | 71.81 | 71.81 | NA | NA | … | … | 13.25 | 35.66 | 29.57 | 66.34 | 32.93 | 55.76 | 20.77 | 37.68 | 5.23 | 45.39 | 20.51 | 13.77 | 12.04 | 5.66 |
| Yield(%) | 0.00 | 1.33 | 1.80 | 4.99 | 6.14 | 12.53 | 9.40 | … | … | 0.00 | 1.73 | 6.68 | 7.46 | 4.74 | 12.00 | 12.56 | 6.68 | 8.03 | 5.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/18/2025, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMMF (Persimmon PLC) |
-26.44%
May 2021 – May 2024 |
-11.47%
Jun 2018 – Jun 2023 |
0.03%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMMF (Persimmon PLC) |
37.70%
Sep 2012 – Sep 2015 |
30.83%
Jul 2016 – Jul 2021 |
8.88%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart