Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSPRX (STOCKSPLUS FUND R) | 11.15% | 28.53% | 22.18% | 8.20% | 12.18% | 12.29% | 9.65% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPRX (STOCKSPLUS FUND R) | 12/31/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 28.53 | 22.18 | 8.20 | 12.18 | 12.29 | 9.65 | … | … | 11.15 | 17.45 | 24.30 | 25.75 | -28.46 | 14.81 | 16.27 | 31.77 | -6.11 | 21.08 | 12.27 | -0.35 | 13.15 | 32.28 | 20.08 | 1.11 | 17.53 | 40.97 | -45.65 | 5.69 | 14.02 | 2.44 | 11.63 | 32.20 | 0.00 |
| Sharpe Ratio | NA | 2.11 | 1.29 | 0.32 | 0.56 | NA | NA | … | … | 1.93 | 0.75 | 1.61 | 1.69 | -1.15 | 0.89 | 0.45 | 2.40 | -0.44 | 3.04 | 0.90 | -0.02 | 1.18 | 2.89 | 1.55 | 0.04 | 0.95 | 1.47 | -1.02 | 0.16 | 1.07 | 0.02 | 0.95 | 1.85 | NA |
| Standard Deviation(%) | NA | 12.85 | 15.25 | 18.27 | 18.89 | NA | NA | … | … | 13.88 | 19.41 | 12.82 | 13.23 | 26.18 | 16.56 | 35.14 | 12.61 | 17.25 | 6.75 | 13.35 | 15.86 | 11.14 | 11.16 | 13.05 | 24.33 | 18.44 | 27.72 | 45.56 | 16.16 | 9.96 | 10.28 | 11.17 | 17.02 | 0.00 |
| Draw Down(%) | NA | 9.51 | 19.46 | 35.51 | 36.46 | NA | NA | … | … | 9.51 | 19.46 | 8.72 | 10.28 | 29.87 | 12.40 | 36.46 | 6.58 | 20.12 | 2.68 | 11.63 | 12.67 | 7.60 | 6.59 | 9.71 | 21.70 | 16.33 | 32.54 | 56.40 | 9.74 | 7.95 | 7.10 | 8.15 | 12.92 | 0.00 |
| Yield(%) | 0.00 | 20.05 | 14.61 | 7.50 | 9.98 | 10.81 | 8.05 | … | … | 1.01 | 20.07 | 14.42 | 3.35 | 0.16 | 4.81 | 2.92 | 17.15 | 16.48 | 1.05 | 0.61 | 9.75 | 18.03 | 13.91 | 11.55 | 9.86 | 10.69 | 0.00 | 6.98 | 4.26 | 3.83 | 1.78 | 8.83 | 8.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPRX (STOCKSPLUS FUND R) |
-19.35%
Feb 2006 – Feb 2009 |
-9.80%
Feb 2004 – Feb 2009 |
6.01%
Feb 2006 – Feb 2016 |
6.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPRX (STOCKSPLUS FUND R) |
30.86%
Feb 2009 – Feb 2012 |
26.82%
Feb 2009 – Feb 2014 |
17.93%
Feb 2009 – Feb 2019 |
14.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart