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
PSSNX (SMALLCAP S&P 600 INDEX FUND R-2) NA 46.09% 13.56% 15.90% 12.43% 8.99% 9.56%
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
Name Start Date End Date
PSSNX (SMALLCAP S&P 600 INDEX FUND R-2) 12/21/2000 03/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 1.61 46.09 13.56 15.90 12.43 8.99 9.56 17.61 10.47 21.75 -9.31 12.19 25.32 -2.92 4.80 39.88 15.30 0.00 24.90 24.63 -31.64 -1.09 13.74 4.36 21.34 37.69 -15.60 4.38 8.68
Sharpe Ratio NA 1.11 0.43 0.61 0.54 NA NA 7.49 0.23 1.26 -0.60 0.92 1.42 -0.18 0.31 2.81 0.94 0.00 1.04 0.69 -0.75 -0.22 0.58 0.14 1.24 2.14 -0.68 0.09 NA
Standard Deviation(%) NA 44.98 29.53 24.71 22.48 NA NA 24.73 44.60 16.16 17.79 12.62 17.64 15.99 15.28 14.18 16.38 31.93 23.87 35.32 43.18 19.02 17.94 15.85 16.45 17.32 24.50 22.66 NA
Draw Down(%) NA 34.91 44.85 44.85 44.85 NA NA 3.61 42.66 10.10 27.22 6.71 12.47 13.48 11.97 5.05 11.91 26.75 19.37 33.65 48.05 14.01 13.83 10.60 11.12 14.34 33.80 23.40 NA
Yield(%) 0.00 1.80 6.03 7.63 7.51 5.78 7.40 0.00 1.60 7.29 10.30 6.22 7.35 7.16 7.10 3.41 0.77 0.00 0.33 0.28 5.00 8.64 6.45 0.00 3.00 0.02 0.00 0.00 0.13
Data as of 03/01/2021, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSSNX (SMALLCAP S&P 600 INDEX FUND R-2) -18.02%
Feb 2006 – Feb 2009
-6.47%
Feb 2004 – Feb 2009
5.46%
Jan 2006 – Jan 2016
5.36%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSSNX (SMALLCAP S&P 600 INDEX FUND R-2) 30.06%
Feb 2009 – Feb 2012
26.77%
Feb 2009 – Feb 2014
17.18%
Feb 2009 – Feb 2019
11.51%
Mar 2003 – Mar 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return