Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USPRX (S&P 500 INDEX FUND S&P 500 INDEX FUND-REWARD SHARES) | 11.10% | 27.94% | 22.73% | 12.79% | 14.79% | 13.95% | 11.01% | … | … |
Data as of 06/03/2026, Common starting date is 04/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USPRX (S&P 500 INDEX FUND S&P 500 INDEX FUND-REWARD SHARES) | 04/30/2002 | 06/03/2026 |
| 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 (%) | 0.63 | 27.94 | 22.73 | 12.79 | 14.79 | 13.95 | 11.01 | … | … | 11.10 | 17.71 | 25.13 | 27.12 | -20.34 | 22.66 | 18.82 | 31.29 | -4.53 | 21.11 | 12.29 | 0.21 | 14.68 | 32.16 | 15.86 | 1.96 | 14.99 | 26.47 | -37.07 | 5.42 | 15.71 | 3.99 | 8.68 | 26.23 | -19.08 |
| Sharpe Ratio | NA | 2.26 | 1.36 | 0.59 | 0.72 | NA | NA | … | … | 2.04 | 0.79 | 1.68 | 1.79 | -0.88 | 1.60 | 0.53 | 2.39 | -0.35 | 3.09 | 0.91 | 0.01 | 1.30 | 2.94 | 1.25 | 0.08 | 0.83 | 0.97 | -0.93 | 0.14 | 1.23 | 0.17 | 0.69 | 1.51 | -0.95 |
| Standard Deviation(%) | NA | 11.96 | 14.95 | 17.28 | 18.29 | NA | NA | … | … | 13.60 | 18.82 | 12.80 | 13.22 | 24.77 | 14.17 | 34.62 | 12.47 | 17.02 | 6.65 | 13.25 | 16.17 | 11.30 | 10.91 | 12.80 | 23.25 | 18.05 | 27.23 | 40.91 | 16.02 | 10.05 | 10.36 | 11.12 | 16.94 | 29.44 |
| Draw Down(%) | NA | 8.92 | 19.10 | 26.96 | 33.64 | NA | NA | … | … | 8.92 | 19.10 | 8.61 | 9.94 | 25.20 | 6.94 | 33.64 | 6.64 | 19.42 | 2.61 | 10.31 | 12.03 | 7.32 | 5.57 | 9.65 | 18.69 | 15.25 | 27.23 | 47.74 | 9.89 | 7.44 | 7.33 | 8.15 | 13.85 | 29.93 |
| Yield(%) | 0.00 | 4.66 | 4.57 | 3.14 | 4.78 | 6.08 | 5.18 | … | … | 0.23 | 4.76 | 4.49 | 2.69 | 1.19 | 1.33 | 1.59 | 6.30 | 2.88 | 2.01 | 2.69 | 1.97 | 1.95 | 2.09 | 7.75 | 2.06 | 1.92 | 2.31 | 1.90 | 1.95 | 1.90 | 0.97 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPRX (S&P 500 INDEX FUND S&P 500 INDEX FUND-REWARD SHARES) |
-15.15%
Feb 2006 – Feb 2009 |
-7.21%
Feb 2004 – Feb 2009 |
3.46%
May 2002 – May 2012 |
7.25%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPRX (S&P 500 INDEX FUND S&P 500 INDEX FUND-REWARD SHARES) |
25.44%
Feb 2009 – Feb 2012 |
22.80%
Feb 2009 – Feb 2014 |
16.52%
Feb 2009 – Feb 2019 |
15.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart