Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSOCX (STOCKSPLUS TOTAL RETURN FUND C) | 9.61% | 28.41% | 22.18% | 6.21% | 11.22% | 11.43% | 9.66% | … | … |
Data as of 06/03/2026, Common starting date is 08/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSOCX (STOCKSPLUS TOTAL RETURN FUND C) | 08/12/2003 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 28.41 | 22.18 | 6.21 | 11.22 | 11.43 | 9.66 | … | … | 9.61 | 18.91 | 24.31 | 25.45 | -25.33 | -0.04 | 15.91 | 31.46 | -6.61 | 22.31 | 13.47 | -3.17 | 12.70 | 28.77 | 25.00 | 1.70 | 23.96 | 39.74 | -43.57 | 7.13 | 12.60 | 2.97 | 12.24 | 12.90 |
| Sharpe Ratio | NA | 2.18 | 1.27 | 0.18 | 0.48 | NA | NA | … | … | 1.58 | 0.83 | 1.53 | 1.61 | -1.06 | 0.00 | 0.43 | 2.30 | -0.47 | 3.26 | 0.95 | -0.18 | 1.09 | 2.48 | 2.08 | 0.07 | 1.38 | 1.46 | -1.05 | 0.26 | 0.86 | 0.07 | 1.01 | 3.48 |
| Standard Deviation(%) | NA | 12.74 | 15.64 | 20.57 | 20.28 | NA | NA | … | … | 15.08 | 19.34 | 13.56 | 13.70 | 25.43 | 26.80 | 36.42 | 13.06 | 17.18 | 6.66 | 13.95 | 17.47 | 11.69 | 11.57 | 12.10 | 23.95 | 17.27 | 27.08 | 42.35 | 15.33 | 10.68 | 10.59 | 11.19 | 10.33 |
| Draw Down(%) | NA | 10.47 | 19.97 | 42.96 | 42.96 | NA | NA | … | … | 10.47 | 19.97 | 8.82 | 10.95 | 29.09 | 23.44 | 39.45 | 6.96 | 20.58 | 2.19 | 13.59 | 15.85 | 7.77 | 8.95 | 8.23 | 21.88 | 13.97 | 35.07 | 55.06 | 8.37 | 7.96 | 7.35 | 8.21 | 3.72 |
| Yield(%) | 0.00 | 21.25 | 15.06 | 7.81 | 10.38 | 11.35 | 8.22 | … | … | 0.00 | 22.57 | 13.93 | 3.06 | 1.04 | 10.77 | 3.25 | 10.46 | 9.79 | 19.44 | 0.00 | 4.86 | 20.34 | 15.76 | 8.25 | 2.58 | 7.04 | 25.40 | 4.79 | 13.88 | 10.04 | 13.61 | 4.06 | 3.70 |
Data as of 06/03/2026, Common starting date is 08/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOCX (STOCKSPLUS TOTAL RETURN FUND C) |
-19.53%
Feb 2006 – Feb 2009 |
-9.94%
Feb 2004 – Feb 2009 |
6.28%
Oct 2013 – Oct 2023 |
6.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOCX (STOCKSPLUS TOTAL RETURN FUND C) |
35.86%
Feb 2009 – Feb 2012 |
29.63%
Feb 2009 – Feb 2014 |
19.03%
Feb 2009 – Feb 2019 |
14.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart