Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSPAX (STOCKSPLUS FUND A) | 0.98% | 4.78% | 6.87% | 8.09% | 8.69% | 11.54% | 8.34% | 7.62% |
Data as of 06/02/2025, AR inception is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPAX (STOCKSPLUS FUND A) | 03/24/1997 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 4.78 | 6.87 | 8.09 | 8.69 | 11.54 | 8.34 | 7.62 | 0.98 | 15.79 | 26.03 | -28.58 | 14.52 | 16.56 | 32.10 | -5.82 | 21.42 | 12.51 | -0.08 | 13.35 | 32.49 | 20.50 | 1.23 | 17.86 | 41.44 | -45.60 | 6.03 | 14.23 | 2.70 | 10.18 | 28.86 | -20.20 | -12.17 | -8.53 | 19.49 | 28.44 | 13.59 |
| Sharpe Ratio | NA | 0.04 | 0.17 | 0.31 | 0.37 | NA | NA | 0.29 | -0.16 | 0.63 | 1.67 | -1.14 | 0.86 | 0.46 | 2.42 | -0.42 | 3.16 | 0.92 | -0.01 | 1.19 | 2.90 | 1.60 | 0.05 | 0.97 | 1.49 | -1.02 | 0.19 | 1.09 | 0.05 | 0.82 | 1.64 | -0.84 | -0.69 | -0.56 | 0.90 | 1.10 | 0.63 |
| Standard Deviation(%) | NA | 21.35 | 19.41 | 19.37 | 19.38 | NA | NA | 20.45 | 26.97 | 14.60 | 13.16 | 26.32 | 16.82 | 35.08 | 12.66 | 17.12 | 6.61 | 13.41 | 15.87 | 11.18 | 11.20 | 12.92 | 24.44 | 18.36 | 27.81 | 45.65 | 16.14 | 10.08 | 10.20 | 11.30 | 17.16 | 25.43 | 21.46 | 22.44 | 18.01 | 22.84 | 22.84 |
| Draw Down(%) | NA | 24.50 | 24.50 | 35.94 | 36.51 | NA | NA | 62.89 | 20.25 | 9.90 | 10.23 | 30.06 | 12.77 | 36.51 | 6.60 | 20.07 | 2.61 | 11.59 | 12.69 | 7.59 | 6.57 | 9.56 | 21.66 | 16.20 | 32.47 | 56.32 | 9.73 | 7.88 | 7.01 | 8.04 | 13.02 | 32.47 | 29.22 | 16.49 | 11.90 | 20.17 | 11.48 |
| Yield(%) | 0.00 | 5.36 | 3.74 | 4.33 | 6.97 | 10.39 | 7.08 | 6.59 | 0.93 | 6.81 | 3.79 | 0.39 | 5.28 | 3.28 | 17.98 | 17.18 | 1.34 | 0.88 | 10.17 | 18.55 | 14.43 | 11.89 | 10.24 | 11.11 | 0.00 | 7.32 | 4.57 | 4.16 | 1.92 | 7.32 | 5.13 | 2.04 | 1.22 | 9.05 | 18.00 | 16.73 | 11.58 |
Data as of 06/02/2025, AR inception is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPAX (STOCKSPLUS FUND A) |
-19.14%
Feb 2006 - Feb 2009 |
-9.86%
Feb 2004 - Feb 2009 |
-4.85%
Feb 1999 - Feb 2009 |
3.63%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPAX (STOCKSPLUS FUND A) |
31.16%
Feb 2009 - Feb 2012 |
27.08%
Feb 2009 - Feb 2014 |
18.20%
Feb 2009 - Feb 2019 |
14.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart