Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) | -1.44% | 4.29% | 4.18% | 7.95% | 5.68% | 9.62% | 7.09% | 8.13% |
Data as of 07/11/2025, AR inception 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 4.29 | 4.18 | 7.95 | 5.68 | 9.62 | 7.09 | 8.13 | -1.44 | -0.62 | 12.53 | -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 | 0.04 | 0.04 | 0.24 | 0.19 | NA | NA | 0.29 | -0.22 | -0.34 | 0.41 | -0.94 | 0.71 | 0.23 | 1.31 | -0.58 | 0.98 | 1.49 | -0.14 | 0.37 | 2.87 | 0.99 | 0.02 | 1.08 | 0.72 | -0.73 | -0.16 | 0.65 | 0.18 | 1.09 | 2.16 | -0.66 | 17.45 |
| Standard Deviation(%) | NA | 24.28 | 22.75 | 23.28 | 23.26 | NA | NA | 23.55 | 26.34 | 21.17 | 20.54 | 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 | 28.00 | 28.00 | 37.05 | 44.41 | NA | NA | 58.03 | 24.22 | 16.47 | 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 | 8.85 | 4.05 | 3.67 | 5.50 | 8.93 | 6.26 | 8.30 | 0.00 | 9.12 | 1.66 | 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 07/11/2025, 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 |
|---|---|---|---|---|
| PSSIX (SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS) |
-17.18%
Feb 2006 - Feb 2009 |
-6.11%
Feb 2004 - Feb 2009 |
4.74%
Apr 2015 - Apr 2025 |
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 |
12.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart