Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSPTX (STOCKSPLUS TOTAL RETURN FUND INSTITUTIONAL) | 6.61% | 24.29% | 21.65% | 7.39% | 12.76% | 12.98% | 11.15% | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPTX (STOCKSPLUS TOTAL RETURN FUND INSTITUTIONAL) | 09/18/2002 | 06/11/2026 |
| 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 (%) | -3.63 | 24.29 | 21.65 | 7.39 | 12.76 | 12.98 | 11.15 | … | … | 6.61 | 20.24 | 25.78 | 26.92 | -24.01 | 5.04 | 17.36 | 33.17 | -5.65 | 23.42 | 15.22 | -2.08 | 14.08 | 30.24 | 26.58 | 2.82 | 25.42 | 41.30 | -42.98 | 8.51 | 13.81 | 4.16 | 13.53 | 25.81 | 4.98 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.26 | 0.56 | NA | NA | … | … | 1.04 | 0.90 | 1.66 | 1.72 | -1.01 | 0.21 | 0.47 | 2.43 | -0.41 | 3.40 | 1.07 | -0.12 | 1.20 | 2.63 | 2.21 | 0.12 | 1.47 | 1.52 | -1.04 | 0.35 | 0.97 | 0.18 | 1.11 | 1.63 | 0.66 |
| Standard Deviation(%) | NA | 13.08 | 15.62 | 19.73 | 19.89 | NA | NA | … | … | 15.38 | 19.37 | 13.31 | 13.64 | 25.31 | 23.64 | 36.56 | 13.05 | 17.17 | 6.73 | 14.05 | 17.47 | 11.72 | 11.47 | 12.13 | 23.92 | 17.20 | 27.12 | 42.30 | 15.34 | 10.74 | 10.56 | 11.33 | 15.42 | 26.79 |
| Draw Down(%) | NA | 10.20 | 19.81 | 40.14 | 40.14 | NA | NA | … | … | 10.20 | 19.81 | 8.80 | 10.68 | 28.53 | 20.39 | 39.46 | 6.86 | 20.36 | 2.09 | 13.47 | 15.55 | 7.69 | 8.91 | 8.13 | 21.51 | 13.76 | 34.98 | 54.80 | 8.27 | 7.66 | 7.16 | 8.10 | 11.76 | 8.88 |
| Yield(%) | 0.00 | 16.93 | 12.84 | 6.97 | 10.60 | 12.19 | 9.09 | … | … | 0.00 | 18.43 | 12.12 | 3.23 | 1.57 | 10.28 | 3.70 | 10.36 | 9.67 | 18.81 | 0.18 | 5.30 | 19.76 | 15.86 | 9.55 | 3.26 | 7.92 | 25.39 | 5.51 | 14.88 | 11.08 | 14.60 | 4.57 | 0.15 | 0.82 |
Data as of 06/11/2026, Common starting date is 09/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPTX (STOCKSPLUS TOTAL RETURN FUND INSTITUTIONAL) |
-18.61%
Feb 2006 – Feb 2009 |
-8.90%
Feb 2004 – Feb 2009 |
7.87%
Feb 2006 – Feb 2016 |
7.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPTX (STOCKSPLUS TOTAL RETURN FUND INSTITUTIONAL) |
37.44%
Feb 2009 – Feb 2012 |
31.14%
Feb 2009 – Feb 2014 |
20.42%
Feb 2009 – Feb 2019 |
16.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart