Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) 16.71% 33.44% 15.51% 2.13% 8.42% 9.66% 8.18%
Data as of 06/04/2026, Common starting date is 12/20/2001
More Performance Analytics Comparison
Name Start Date End Date
PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) 12/20/2001 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 2001
Annualized Return (%) 0.38 33.44 15.51 2.13 8.42 9.66 8.18 16.71 5.93 8.43 15.78 -23.90 16.50 9.95 22.60 -8.99 13.03 26.23 -2.29 5.72 40.97 16.10 0.73 25.79 25.50 -30.95 -0.12 14.96 5.06 19.16 38.22 -14.89 3.01
Sharpe Ratio NA 1.72 0.60 -0.02 0.30 NA NA 2.26 0.13 0.24 0.61 -0.94 0.71 0.23 1.31 -0.59 0.98 1.49 -0.14 0.37 2.87 0.99 0.02 1.08 0.72 -0.73 -0.17 0.64 0.18 1.09 2.16 -0.66 17.44
Standard Deviation(%) NA 17.55 20.49 22.24 23.15 NA NA 17.45 22.72 19.66 20.08 27.07 23.34 42.05 16.18 17.80 12.66 17.44 16.03 15.30 14.24 16.40 31.83 23.80 35.31 43.65 19.04 18.02 15.85 16.69 17.40 24.35 14.13
Draw Down(%) NA 8.70 28.00 37.05 44.41 NA NA 8.70 24.22 9.00 17.78 26.48 16.49 42.58 10.04 27.29 6.66 12.36 13.32 11.75 5.05 11.80 26.65 19.22 33.56 47.88 13.78 13.74 10.48 11.04 14.47 33.52 0.87
Yield(%) 0.00 11.21 8.73 4.06 6.65 8.37 6.92 0.00 10.41 9.12 4.90 1.04 1.13 1.11 8.20 11.14 7.00 8.17 7.99 7.92 4.23 1.66 0.77 1.16 1.03 5.69 9.39 7.36 0.80 0.00 0.47 0.39 0.59
Data as of 06/04/2026, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) -17.18%
Feb 2006 – Feb 2009
-6.11%
Feb 2004 – Feb 2009
4.90%
Oct 2013 – Oct 2023
6.17%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) 30.96%
Feb 2009 – Feb 2012
27.67%
Feb 2009 – Feb 2014
18.00%
Feb 2009 – Feb 2019
12.97%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return