Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSSPX (SMALLCAP S&P 600 INDEX FUND R-5) | 16.62% | 33.17% | 15.26% | 5.53% | 10.24% | 10.80% | 8.95% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSSPX (SMALLCAP S&P 600 INDEX FUND R-5) | 12/21/2000 | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 33.17 | 15.26 | 5.53 | 10.24 | 10.80 | 8.95 | … | … | 16.62 | -1.43 | 8.19 | 15.55 | -16.45 | 25.78 | 11.03 | 22.39 | -9.15 | 12.80 | 26.01 | -2.53 | 5.50 | 40.69 | 15.88 | 0.46 | 25.55 | 25.23 | -31.16 | -0.35 | 14.59 | 4.88 | 22.00 | 37.92 | -15.08 | 4.80 | 8.68 |
| Sharpe Ratio | NA | 1.70 | 0.58 | 0.14 | 0.38 | NA | NA | … | … | 2.25 | -0.18 | 0.23 | 0.60 | -0.70 | 1.21 | 0.26 | 1.29 | -0.59 | 0.96 | 1.48 | -0.16 | 0.36 | 2.87 | 0.98 | 0.01 | 1.07 | 0.71 | -0.74 | -0.18 | 0.62 | 0.17 | 1.28 | 2.15 | -0.66 | 0.11 | NA |
| Standard Deviation(%) | NA | 17.54 | 20.47 | 21.43 | 22.76 | NA | NA | … | … | 17.43 | 24.26 | 19.64 | 20.05 | 25.48 | 21.34 | 42.03 | 16.18 | 17.77 | 12.64 | 17.41 | 16.01 | 15.35 | 14.16 | 16.36 | 31.87 | 23.86 | 35.34 | 43.19 | 19.07 | 17.97 | 15.88 | 16.47 | 17.34 | 24.43 | 22.67 | NA |
| Draw Down(%) | NA | 8.72 | 28.06 | 28.06 | 44.55 | NA | NA | … | … | 8.72 | 24.25 | 9.00 | 17.88 | 24.77 | 9.86 | 42.60 | 10.04 | 27.30 | 6.64 | 12.39 | 13.38 | 11.80 | 5.02 | 11.83 | 26.64 | 19.26 | 33.55 | 47.96 | 13.91 | 13.80 | 10.48 | 11.09 | 14.38 | 33.56 | 23.36 | NA |
| Yield(%) | 0.00 | 10.33 | 8.08 | 6.50 | 8.38 | 9.92 | 7.95 | … | … | 0.00 | 9.58 | 8.48 | 4.42 | 7.89 | 9.78 | 2.08 | 7.65 | 10.55 | 6.58 | 7.71 | 7.54 | 7.48 | 3.92 | 1.37 | 0.51 | 0.91 | 0.79 | 5.34 | 8.96 | 6.92 | 0.52 | 3.03 | 0.14 | 0.16 | 0.34 | 0.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSSPX (SMALLCAP S&P 600 INDEX FUND R-5) |
-17.43%
Feb 2006 – Feb 2009 |
-5.88%
Feb 2004 – Feb 2009 |
6.07%
Jan 2006 – Jan 2016 |
5.94%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSPX (SMALLCAP S&P 600 INDEX FUND R-5) |
30.73%
Feb 2009 – Feb 2012 |
27.42%
Feb 2009 – Feb 2014 |
17.76%
Feb 2009 – Feb 2019 |
14.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart