Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSTKX (STOCKSPLUS FUND INSTITUTIONAL) | 7.99% | 18.17% | 14.94% | 10.86% | 11.16% | 13.07% | 9.57% | 9.59% |
Data as of 07/25/2025, AR inception is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTKX (STOCKSPLUS FUND INSTITUTIONAL) | 06/29/1993 | 07/25/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 18.17 | 14.94 | 10.86 | 11.16 | 13.07 | 9.57 | 9.59 | 7.99 | 16.33 | 26.53 | -27.41 | 16.44 | 17.03 | 32.83 | -5.56 | 21.90 | 13.38 | 0.29 | 13.95 | 32.73 | 21.03 | 1.70 | 18.22 | 42.04 | -45.30 | 6.43 | 14.71 | 3.21 | 10.51 | 29.76 | -19.86 | -11.48 | -8.25 | 20.16 | 28.92 | 34.29 | 21.65 | 22.31 | 2.93 | -0.36 |
| Sharpe Ratio | NA | 0.75 | 0.64 | 0.48 | 0.51 | NA | NA | 0.40 | 0.50 | 0.69 | 1.70 | -1.11 | 1.01 | 0.48 | 2.47 | -0.40 | 3.21 | 0.99 | 0.02 | 1.24 | 2.91 | 1.62 | 0.07 | 0.99 | 1.51 | -1.01 | 0.21 | 1.15 | 0.10 | 0.85 | 1.67 | -0.83 | -0.65 | -0.55 | 0.94 | 1.12 | 1.59 | 1.41 | 1.14 | 0.00 | -0.26 |
| Standard Deviation(%) | NA | 19.88 | 17.97 | 18.47 | 19.11 | NA | NA | 19.56 | 23.24 | 14.07 | 13.24 | 25.92 | 16.18 | 35.12 | 12.71 | 17.14 | 6.66 | 13.36 | 15.88 | 11.20 | 11.22 | 13.08 | 24.39 | 18.28 | 27.78 | 45.52 | 16.19 | 10.00 | 10.27 | 11.30 | 17.38 | 25.40 | 21.43 | 22.57 | 18.02 | 22.80 | 19.31 | 12.77 | 16.20 | 10.81 | 10.52 |
| Draw Down(%) | NA | 19.46 | 19.57 | 34.10 | 36.45 | NA | NA | 62.60 | 19.46 | 9.47 | 10.22 | 28.93 | 11.67 | 36.45 | 6.50 | 20.00 | 2.66 | 11.52 | 12.60 | 7.58 | 6.57 | 9.51 | 21.46 | 16.15 | 32.38 | 56.14 | 9.73 | 7.88 | 7.07 | 7.91 | 12.90 | 32.32 | 28.66 | 16.38 | 11.78 | 20.07 | 11.47 | 7.45 | 14.98 | 9.09 | 6.55 |
| Yield(%) | 0.00 | 10.09 | 6.44 | 5.60 | 7.93 | 11.12 | 7.55 | 8.82 | 0.85 | 13.74 | 3.56 | 0.59 | 5.09 | 3.27 | 16.81 | 16.30 | 1.59 | 1.54 | 9.82 | 17.93 | 14.28 | 11.99 | 10.22 | 11.13 | 0.00 | 7.42 | 4.83 | 4.45 | 2.14 | 7.55 | 5.36 | 2.18 | 1.39 | 9.27 | 18.31 | 17.06 | 22.31 | 17.49 | 10.77 | 5.68 | 2.30 |
Data as of 07/25/2025, AR inception is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTKX (STOCKSPLUS FUND INSTITUTIONAL) |
-18.74%
Feb 2006 - Feb 2009 |
-9.44%
Feb 2004 - Feb 2009 |
-4.37%
Feb 1999 - Feb 2009 |
3.57%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTKX (STOCKSPLUS FUND INSTITUTIONAL) |
31.60%
Feb 2009 - Feb 2012 |
27.53%
Feb 2009 - Feb 2014 |
18.69%
Feb 2009 - Feb 2019 |
15.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart