Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMVX (SMALLCAP VALUE FUND II R-6) | 11.81% | 30.45% | 14.30% | 7.23% | 9.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMVX (SMALLCAP VALUE FUND II R-6) | 12/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 30.45 | 14.30 | 7.23 | 9.91 | NA | NA | … | … | 11.81 | 1.22 | 4.97 | 20.14 | -9.23 | 32.18 | 3.62 | 26.24 | -14.73 | 6.96 | 25.36 | -4.14 | 3.62 |
| Sharpe Ratio | NA | 1.60 | 0.57 | 0.23 | 0.37 | NA | NA | … | … | 1.66 | -0.07 | 0.07 | 0.87 | -0.45 | 1.48 | 0.08 | 1.60 | -0.98 | 0.52 | 1.46 | -0.27 | 3.06 |
| Standard Deviation(%) | NA | 16.68 | 19.75 | 20.57 | 22.40 | NA | NA | … | … | 15.92 | 23.13 | 19.31 | 19.22 | 23.82 | 21.72 | 43.00 | 15.47 | 16.42 | 12.25 | 17.20 | 15.65 | 18.48 |
| Draw Down(%) | NA | 9.14 | 26.09 | 26.09 | 44.73 | NA | NA | … | … | 9.14 | 22.89 | 9.52 | 15.32 | 19.85 | 11.00 | 44.73 | 10.11 | 25.75 | 7.80 | 13.10 | 13.65 | 4.06 |
| Yield(%) | 0.00 | 9.59 | 8.37 | 8.05 | 8.74 | 6.25 | 4.69 | … | … | 0.00 | 8.95 | 10.55 | 3.65 | 9.51 | 17.47 | 0.79 | 3.73 | 18.00 | 6.39 | 7.22 | 10.34 | 11.30 |
Data as of 06/04/2026, Common starting date is 12/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMVX (SMALLCAP VALUE FUND II R-6) |
-9.31%
Mar 2017 – Mar 2020 |
-3.08%
Mar 2015 – Mar 2020 |
6.45%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMVX (SMALLCAP VALUE FUND II R-6) |
25.88%
Mar 2020 – Mar 2023 |
17.80%
Mar 2020 – Mar 2025 |
11.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart