Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPMIX (S&P MIDCAP INDEX FUND DIRECT SHARES) | 3.33% | 5.67% | 6.62% | 6.20% | 6.19% | 9.21% | 6.76% | 9.43% |
Data as of 07/23/2025, AR inception is 07/01/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMIX (S&P MIDCAP INDEX FUND DIRECT SHARES) | 07/01/1992 | 07/23/2025 |
| 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 5.67 | 6.62 | 6.20 | 6.19 | 9.21 | 6.76 | 9.43 | 3.33 | 3.44 | 9.66 | -19.29 | 13.62 | 4.66 | 25.98 | -11.34 | 15.93 | 21.06 | -2.38 | 9.31 | 33.20 | 16.94 | -1.85 | 25.65 | 36.88 | -36.73 | 7.39 | 3.56 | 4.78 | 15.93 | 34.55 | -14.21 | 0.34 | 19.07 | 14.80 | 18.03 | 31.89 | 18.85 | 24.35 | -7.70 | 10.66 | 13.70 |
| Sharpe Ratio | NA | 0.08 | 0.22 | 0.19 | 0.21 | NA | NA | 0.37 | 0.01 | -0.17 | 0.30 | -0.80 | 0.64 | 0.10 | 1.72 | -0.79 | 1.58 | 1.36 | -0.16 | 0.72 | 2.51 | 1.11 | -0.07 | 1.22 | 1.15 | -0.88 | 0.27 | 0.02 | 0.18 | 1.13 | 2.08 | -0.62 | -0.09 | 0.55 | 0.72 | 0.69 | 1.91 | 1.31 | 1.90 | -0.85 | 0.88 | 2.99 |
| Standard Deviation(%) | NA | 21.64 | 20.08 | 21.39 | 21.82 | NA | NA | 20.57 | 24.80 | 18.10 | 18.13 | 26.02 | 21.13 | 42.35 | 14.27 | 16.13 | 9.71 | 15.37 | 14.81 | 12.98 | 13.21 | 15.29 | 28.49 | 20.88 | 31.90 | 42.87 | 16.26 | 14.83 | 14.24 | 13.28 | 16.30 | 24.82 | 22.58 | 27.14 | 16.06 | 21.43 | 14.80 | 11.62 | 10.79 | 12.50 | 9.76 | 8.99 |
| Draw Down(%) | NA | 24.15 | 24.15 | 30.21 | 41.91 | NA | NA | 55.44 | 22.04 | 15.95 | 14.52 | 22.76 | 15.92 | 41.91 | 8.50 | 23.06 | 5.31 | 10.85 | 12.61 | 10.53 | 7.24 | 11.09 | 26.02 | 17.31 | 27.14 | 53.17 | 11.41 | 12.67 | 8.04 | 10.46 | 13.55 | 31.68 | 25.08 | 13.67 | 13.12 | 27.27 | 9.47 | 11.42 | 8.71 | 14.28 | 6.40 | 4.47 |
| Yield(%) | 0.00 | 9.84 | 4.40 | 3.41 | 6.44 | 9.20 | 6.44 | 13.27 | 0.24 | 11.09 | 1.17 | 1.04 | 1.27 | 1.04 | 8.60 | 10.76 | 7.53 | 17.58 | 16.33 | 8.32 | 6.34 | 7.58 | 4.63 | 0.84 | 1.36 | 3.16 | 12.21 | 0.94 | 0.92 | 0.73 | 0.80 | 0.65 | 1.31 | 18.70 | 22.75 | 14.99 | 10.91 | 7.03 | 2.38 | 1.90 | 2.10 | 1.69 |
Data as of 07/23/2025, AR inception is 07/01/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMIX (S&P MIDCAP INDEX FUND DIRECT SHARES) |
-17.41%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
2.21%
Feb 1999 - Feb 2009 |
5.68%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMIX (S&P MIDCAP INDEX FUND DIRECT SHARES) |
30.79%
Feb 2009 - Feb 2012 |
26.31%
Feb 2009 - Feb 2014 |
16.97%
Feb 2009 - Feb 2019 |
12.40%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart