Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSSJX (SMALLCAP S&P 600 INDEX FUND CLASS J) | 16.62% | 33.19% | 15.29% | 5.55% | 10.24% | 10.74% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSSJX (SMALLCAP S&P 600 INDEX FUND CLASS J) | 01/28/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 33.19 | 15.29 | 5.55 | 10.24 | 10.74 | 8.47 | … | … | 16.62 | -3.12 | 8.22 | 15.56 | -16.48 | 25.87 | 11.01 | 22.36 | -9.16 | 12.79 | 25.94 | -2.58 | 5.39 | 40.40 | 15.56 | 0.20 | 25.17 | 24.48 | -31.44 | -0.78 | 7.42 | 4.19 | 14.61 |
| Sharpe Ratio | NA | 1.70 | 0.58 | 0.14 | 0.38 | NA | NA | … | … | 2.24 | -0.24 | 0.23 | 0.60 | -0.70 | 1.21 | 0.26 | 1.29 | -0.59 | 0.96 | 1.46 | -0.16 | 0.35 | 2.85 | 0.95 | 0.01 | 1.05 | 0.69 | -0.74 | -0.21 | 0.23 | 0.12 | 0.87 |
| Standard Deviation(%) | NA | 17.58 | 20.50 | 21.45 | 22.79 | NA | NA | … | … | 17.50 | 24.83 | 19.65 | 20.06 | 25.50 | 21.35 | 42.03 | 16.18 | 17.81 | 12.66 | 17.66 | 15.99 | 15.28 | 14.17 | 16.39 | 31.91 | 23.81 | 35.31 | 43.60 | 19.04 | 17.20 | 15.88 | 17.03 |
| Draw Down(%) | NA | 8.72 | 28.06 | 28.06 | 44.60 | NA | NA | … | … | 8.72 | 24.23 | 9.01 | 17.87 | 24.79 | 9.87 | 42.62 | 10.08 | 27.34 | 6.68 | 12.40 | 13.38 | 11.86 | 5.03 | 11.89 | 26.73 | 19.35 | 33.60 | 48.06 | 14.01 | 13.87 | 10.57 | 11.06 |
| Yield(%) | 0.00 | 12.15 | 9.30 | 7.30 | 9.08 | 10.53 | 7.92 | … | … | 0.00 | 11.27 | 9.78 | 5.11 | 8.95 | 10.99 | 2.35 | 8.50 | 11.54 | 7.16 | 8.29 | 8.05 | 7.88 | 3.95 | 1.19 | 0.32 | 0.58 | 0.35 | 5.29 | 9.05 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSJX (SMALLCAP S&P 600 INDEX FUND CLASS J) |
-19.41%
Feb 2006 – Feb 2009 |
-7.95%
Feb 2004 – Feb 2009 |
5.12%
Jan 2006 – Jan 2016 |
5.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSJX (SMALLCAP S&P 600 INDEX FUND CLASS J) |
30.23%
Feb 2009 – Feb 2012 |
27.02%
Feb 2009 – Feb 2014 |
17.55%
Feb 2009 – Feb 2019 |
14.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart