Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSPCX (STOCKSPLUS FUND C) | 10.71% | 27.77% | 21.78% | 7.46% | 11.59% | 11.68% | 9.19% | … | … |
Data as of 06/03/2026, Common starting date is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPCX (STOCKSPLUS FUND C) | 03/24/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 27.77 | 21.78 | 7.46 | 11.59 | 11.68 | 9.19 | … | … | 10.71 | 17.09 | 23.98 | 25.36 | -29.61 | 12.88 | 15.81 | 31.53 | -6.34 | 20.78 | 11.98 | -0.52 | 12.85 | 31.69 | 19.94 | 0.65 | 17.30 | 40.64 | -45.81 | 5.53 | 13.67 | 2.14 | 9.65 | 28.35 | -20.60 | -12.64 | -9.04 | 18.94 | 27.79 | 13.16 |
| Sharpe Ratio | NA | 2.27 | 1.28 | 0.27 | 0.53 | NA | NA | … | … | 1.93 | 0.75 | 1.55 | 1.66 | -1.17 | 0.74 | 0.44 | 2.37 | -0.45 | 3.06 | 0.87 | -0.03 | 1.14 | 2.82 | 1.55 | 0.03 | 0.94 | 1.46 | -1.02 | 0.15 | 1.03 | -0.01 | 0.77 | 1.60 | -0.86 | -0.71 | -0.59 | 0.86 | 1.06 | 0.59 |
| Standard Deviation(%) | NA | 12.08 | 15.14 | 18.54 | 18.97 | NA | NA | … | … | 13.87 | 18.99 | 13.12 | 13.22 | 26.70 | 17.39 | 34.92 | 12.70 | 17.10 | 6.61 | 13.46 | 15.83 | 11.21 | 11.21 | 12.98 | 24.34 | 18.36 | 27.75 | 45.68 | 16.19 | 9.99 | 10.27 | 11.24 | 17.24 | 25.41 | 21.51 | 22.40 | 18.13 | 22.88 | 22.89 |
| Draw Down(%) | NA | 9.47 | 19.58 | 37.54 | 37.54 | NA | NA | … | … | 9.47 | 19.58 | 8.67 | 10.34 | 31.06 | 13.69 | 36.46 | 6.59 | 20.16 | 2.71 | 11.62 | 12.69 | 7.64 | 6.61 | 9.72 | 21.86 | 16.30 | 32.51 | 56.50 | 9.80 | 7.91 | 7.12 | 8.25 | 13.04 | 32.66 | 29.35 | 16.74 | 11.99 | 20.16 | 11.50 |
| Yield(%) | 0.00 | 24.21 | 17.02 | 8.48 | 10.67 | 10.98 | 8.12 | … | … | 1.28 | 24.16 | 16.87 | 3.85 | 0.11 | 5.20 | 3.10 | 18.61 | 17.66 | 0.92 | 0.46 | 10.28 | 19.02 | 14.06 | 11.39 | 10.05 | 10.89 | 0.00 | 7.05 | 4.14 | 3.70 | 1.57 | 6.91 | 4.77 | 1.82 | 1.00 | 8.72 | 17.59 | 16.29 | 11.22 |
Data as of 06/03/2026, Common starting date is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPCX (STOCKSPLUS FUND C) |
-19.53%
Feb 2006 – Feb 2009 |
-10.30%
Feb 2004 – Feb 2009 |
-5.32%
Feb 1999 – Feb 2009 |
3.12%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPCX (STOCKSPLUS FUND C) |
30.47%
Feb 2009 – Feb 2012 |
26.42%
Feb 2009 – Feb 2014 |
17.61%
Feb 2009 – Feb 2019 |
14.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart