Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSPDX (STOCKSPLUS FUND D) | 6.75% | 12.80% | 18.50% | 15.07% | 12.56% | 14.26% | 10.18% | 7.39% |
Data as of 07/11/2025, AR inception is 05/13/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPDX (STOCKSPLUS FUND D) | 05/13/1993 | 07/11/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 12.80 | 18.50 | 15.07 | 12.56 | 14.26 | 10.18 | 7.39 | 6.75 | 24.66 | 26.03 | -21.56 | 27.46 | 17.94 | 32.10 | -5.30 | 21.43 | 12.48 | -0.05 | 13.46 | 32.45 | 20.48 | 1.19 | 17.79 | 41.59 | -45.58 | 6.00 | 14.30 | 2.71 | 10.11 | 29.04 | -20.19 | -12.70 | -8.53 | 8.19 | 15.95 | 9.73 | 4.11 | 11.16 | -3.14 | 0.30 |
| Sharpe Ratio | NA | 0.47 | 0.87 | 0.73 | 0.60 | NA | NA | 0.29 | 0.43 | 1.63 | 1.72 | -0.94 | 2.08 | 0.50 | 2.41 | -0.39 | 3.11 | 0.92 | 0.00 | 1.20 | 2.89 | 1.58 | 0.05 | 0.96 | 1.49 | -1.02 | 0.18 | 1.09 | 0.04 | 0.81 | 1.62 | -0.84 | -0.72 | -0.57 | 0.23 | 0.54 | 0.28 | 0.03 | 0.46 | -0.55 | -0.18 |
| Standard Deviation(%) | NA | 20.23 | 17.46 | 17.64 | 18.69 | NA | NA | 19.61 | 24.12 | 12.92 | 13.16 | 24.59 | 13.19 | 35.01 | 12.73 | 17.03 | 6.70 | 13.39 | 15.90 | 11.18 | 11.21 | 13.06 | 24.29 | 18.41 | 27.82 | 45.63 | 16.09 | 10.05 | 10.26 | 11.27 | 17.45 | 25.41 | 21.49 | 22.41 | 20.58 | 23.32 | 21.62 | 14.50 | 15.61 | 11.23 | 9.74 |
| Draw Down(%) | NA | 19.46 | 19.46 | 27.61 | 36.51 | NA | NA | 62.84 | 19.46 | 8.77 | 10.23 | 27.61 | 5.27 | 36.51 | 6.60 | 20.07 | 2.72 | 11.65 | 12.65 | 7.62 | 6.58 | 9.71 | 21.58 | 16.35 | 32.41 | 56.36 | 9.76 | 7.92 | 7.03 | 8.05 | 13.05 | 32.50 | 29.11 | 16.47 | 11.87 | 20.13 | 13.60 | 11.69 | 13.77 | 8.65 | 6.30 |
| Yield(%) | 0.00 | 12.44 | 10.82 | 11.32 | 10.59 | 13.70 | 8.70 | 6.61 | 2.35 | 15.52 | 3.79 | 7.52 | 17.66 | 4.63 | 17.98 | 17.28 | 1.36 | 0.91 | 10.25 | 18.66 | 14.01 | 12.37 | 10.26 | 11.17 | 0.00 | 7.35 | 4.53 | 4.18 | 1.92 | 7.37 | 5.21 | 2.03 | 1.19 | 9.02 | 7.21 | 6.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 05/13/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPDX (STOCKSPLUS FUND D) |
-19.09%
Feb 2006 - Feb 2009 |
-9.83%
Feb 2004 - Feb 2009 |
-5.82%
Feb 1999 - Feb 2009 |
-1.64%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPDX (STOCKSPLUS FUND D) |
31.07%
Feb 2009 - Feb 2012 |
27.04%
Feb 2009 - Feb 2014 |
18.26%
Feb 2009 - Feb 2019 |
16.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart