Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMCX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS C) | 19.85% | 33.83% | 20.34% | 9.29% | 9.43% | 9.43% | 8.13% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMCX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS C) | 07/23/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.26 | 33.83 | 20.34 | 9.29 | 9.43 | 9.43 | 8.13 | … | … | 19.85 | 9.31 | 16.44 | 14.85 | -12.53 | 19.30 | 9.03 | 29.06 | -17.46 | 12.16 | 4.26 | -4.61 | 14.23 | 40.19 | 14.22 | -4.92 | 18.70 | 30.00 | -33.49 | 7.03 | 8.58 | -11.93 | 4.94 | 37.45 | 1.73 |
| Sharpe Ratio | NA | 1.42 | 0.88 | 0.33 | 0.37 | NA | NA | … | … | 1.77 | 0.32 | 0.76 | 0.83 | -0.65 | 1.15 | 0.21 | 2.31 | -1.15 | 1.22 | 0.24 | -0.29 | 0.46 | 2.94 | 0.95 | -0.17 | 0.85 | 1.03 | -0.86 | 0.23 | 0.41 | -0.68 | 0.22 | 2.13 | 0.09 |
| Standard Deviation(%) | NA | 19.11 | 18.36 | 18.48 | 20.48 | NA | NA | … | … | 22.85 | 20.29 | 16.93 | 13.68 | 21.72 | 16.83 | 41.42 | 11.97 | 16.41 | 9.49 | 16.74 | 16.10 | 30.78 | 13.68 | 15.11 | 28.34 | 21.99 | 29.04 | 40.05 | 17.16 | 12.53 | 20.80 | 18.13 | 17.21 | 31.87 |
| Draw Down(%) | NA | 12.52 | 23.58 | 23.58 | 42.87 | NA | NA | … | … | 12.52 | 21.79 | 8.99 | 11.38 | 21.02 | 7.90 | 42.87 | 4.81 | 26.15 | 5.02 | 16.87 | 15.53 | 15.89 | 5.91 | 12.46 | 28.13 | 19.74 | 24.62 | 49.84 | 13.17 | 12.75 | 18.65 | 12.22 | 14.17 | 24.21 |
| Yield(%) | 0.00 | 41.10 | 24.21 | 14.37 | 11.29 | 10.95 | 8.79 | … | … | 0.00 | 40.13 | 26.07 | 1.98 | 2.44 | 21.63 | 11.75 | 0.00 | 11.67 | 9.80 | 9.09 | 5.21 | 17.64 | 14.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.75 | 23.68 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMCX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS C) |
-14.39%
Nov 2005 – Nov 2008 |
-9.86%
Feb 2004 – Feb 2009 |
3.36%
Aug 2002 – Aug 2012 |
2.97%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMCX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS C) |
23.98%
May 2012 – May 2015 |
23.18%
Feb 2009 – Feb 2014 |
12.63%
Feb 2009 – Feb 2019 |
11.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart