Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSPJX (LARGECAP S&P 500 INDEX FUND CLASS J) | 1.94% | 10.17% | 16.37% | 10.19% | 10.00% | 11.82% | 8.62% | 7.85% |
Data as of 06/20/2025, AR inception is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPJX (LARGECAP S&P 500 INDEX FUND CLASS J) | 12/20/2001 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 10.17 | 16.37 | 10.19 | 10.00 | 11.82 | 8.62 | 7.85 | 1.94 | 21.46 | 22.43 | -19.54 | 13.31 | 11.40 | 31.05 | -4.75 | 21.31 | 11.55 | 0.94 | 13.09 | 31.65 | 15.25 | 1.58 | 14.24 | 25.60 | -37.45 | 4.76 | 14.77 | 4.01 | 9.76 | 26.89 | -22.96 | 0.59 |
| Sharpe Ratio | NA | 0.35 | 0.80 | 0.44 | 0.47 | NA | NA | 0.34 | 0.05 | 1.17 | 1.34 | -0.86 | 0.70 | 0.35 | 2.38 | -0.36 | 2.98 | 0.87 | 0.06 | 1.15 | 2.87 | 1.20 | 0.07 | 0.78 | 0.93 | -0.94 | 0.11 | 1.15 | 0.17 | 0.79 | 1.54 | -0.93 | 2.65 |
| Standard Deviation(%) | NA | 19.71 | 17.52 | 18.86 | 18.52 | NA | NA | 19.31 | 24.78 | 12.71 | 13.71 | 24.35 | 18.86 | 31.82 | 12.46 | 17.05 | 6.97 | 13.10 | 15.57 | 11.38 | 11.00 | 12.75 | 23.31 | 18.15 | 27.31 | 40.89 | 15.87 | 10.05 | 10.57 | 11.23 | 17.02 | 25.81 | 10.14 |
| Draw Down(%) | NA | 18.78 | 18.78 | 32.19 | 33.77 | NA | NA | 55.64 | 18.78 | 8.45 | 10.01 | 24.66 | 14.33 | 33.77 | 6.65 | 19.41 | 2.62 | 10.28 | 12.06 | 7.35 | 5.66 | 9.62 | 18.82 | 15.74 | 27.17 | 47.93 | 9.95 | 7.49 | 7.05 | 7.85 | 13.88 | 33.52 | 1.14 |
| Yield(%) | 0.00 | 2.78 | 2.25 | 1.94 | 3.82 | 5.56 | 4.17 | 4.00 | 0.00 | 3.23 | 1.52 | 1.08 | 0.99 | 1.74 | 4.64 | 6.47 | 7.74 | 3.35 | 2.39 | 1.76 | 1.68 | 1.86 | 1.54 | 0.99 | 1.59 | 1.33 | 2.46 | 1.52 | 1.33 | 8.47 | 0.33 | 0.19 | 0.13 |
Data as of 06/20/2025, AR inception is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPJX (LARGECAP S&P 500 INDEX FUND CLASS J) |
-15.70%
Feb 2006 - Feb 2009 |
-7.38%
Feb 2004 - Feb 2009 |
2.64%
Jan 2002 - Jan 2012 |
6.15%
Jan 2002 - Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPJX (LARGECAP S&P 500 INDEX FUND CLASS J) |
24.68%
Feb 2009 - Feb 2012 |
22.21%
Feb 2009 - Feb 2014 |
16.05%
Feb 2009 - Feb 2019 |
13.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart