It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PSPDX: STOCKSPLUS FUND D (MUTUAL FUND)
Basic Info 11.42 0(0.0%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 05/13/1993 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 21.93% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/13/1993 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 11.3 | 28.8 | 22.4 | 12.8 | 14.9 | 14.1 | 11.1 | 7.8 | 17.6 | 24.7 | 26.0 | -21.6 | 27.5 | 17.9 | 32.1 | -5.3 | 21.4 | 12.5 | -0.0 | 13.5 | 32.4 | 20.5 | 1.2 | 17.8 | 41.6 | -45.6 | 6.0 | 14.3 | 2.7 | 10.1 | 29.0 | -20.2 | -12.7 | -8.5 | 8.2 | 16.0 | 9.7 | 4.1 | 11.2 | -3.1 | 0.3 |
| Sharpe Ratio | NA | 1.96 | 2.34 | 1.32 | 0.6 | 0.72 | NA | NA | 0.31 | 0.78 | 1.6 | 1.72 | -0.94 | 2.08 | 0.5 | 2.41 | -0.39 | 3.11 | 0.92 | 0.0 | 1.2 | 2.89 | 1.58 | 0.05 | 0.96 | 1.49 | -1.02 | 0.18 | 1.09 | 0.04 | 0.81 | 1.62 | -0.84 | -0.72 | -0.57 | 0.23 | 0.54 | 0.28 | 0.03 | 0.46 | -0.55 | -0.18 |
| Draw Down(%) | NA | 9.4 | 9.4 | 19.5 | 27.6 | 36.5 | NA | NA | 62.8 | 19.5 | 8.8 | 10.2 | 27.6 | 5.3 | 36.5 | 6.6 | 20.1 | 2.7 | 11.6 | 12.6 | 7.6 | 6.6 | 9.7 | 21.6 | 16.3 | 32.4 | 56.4 | 9.8 | 7.9 | 7.0 | 8.1 | 13.0 | 32.5 | 29.1 | 16.5 | 11.9 | 20.1 | 13.6 | 11.7 | 13.8 | 8.7 | 6.3 |
| Standard Deviation(%) | NA | 13.9 | 12.0 | 15.1 | 17.2 | 18.3 | NA | NA | 19.5 | 18.9 | 13.1 | 13.2 | 24.6 | 13.2 | 35.0 | 12.7 | 17.0 | 6.7 | 13.4 | 15.9 | 11.2 | 11.2 | 13.1 | 24.3 | 18.4 | 27.8 | 45.6 | 16.1 | 10.0 | 10.3 | 11.3 | 17.4 | 25.4 | 21.5 | 22.4 | 20.6 | 23.3 | 21.6 | 14.5 | 15.6 | 11.2 | 9.7 |
| Treynor Ratio | NA | 0.27 | 0.28 | 0.2 | 0.1 | 0.14 | NA | NA | 0.06 | 0.15 | 0.21 | 0.23 | -0.23 | 0.28 | 0.18 | 0.32 | -0.07 | 0.22 | 0.12 | 0.0 | 0.14 | 0.32 | 0.21 | 0.01 | 0.18 | 0.42 | -0.43 | 0.03 | 0.11 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | -0.04 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.0 | 1.0 | 0.99 | 0.97 | NA | NA | 1.0 | 0.99 | 1.01 | 0.98 | 0.99 | 0.98 | 0.96 | 0.97 | 0.9 | 0.96 | 1.0 | 1.02 | 0.96 | 1.0 | 0.99 | 1.02 | 1.0 | 0.98 | 1.09 | 1.0 | 0.96 | 0.98 | 0.95 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 0.99 | 0.97 | 0.98 | 0.93 | NA | NA | 0.64 | 0.97 | 0.96 | 0.97 | 1.0 | 0.99 | 0.9 | 0.91 | 0.81 | 0.92 | 0.98 | 0.99 | 0.96 | 0.98 | 0.96 | 0.98 | 0.98 | 0.93 | 0.95 | 0.96 | 0.95 | 0.96 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.2 | 21.6 | 15.7 | 11.7 | 13.4 | 13.1 | 9.5 | N/A | 21.6 | 15.5 | 3.8 | 7.5 | 17.7 | 4.6 | 18.0 | 17.3 | 1.4 | 0.9 | 10.2 | 18.7 | 14.0 | 12.4 | 10.3 | 11.2 | 0.0 | 7.3 | 4.5 | 4.2 | 1.9 | 7.4 | 5.2 | 2.0 | 1.2 | 9.0 | 7.2 | 6.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -94.9 | 62.9 | 41.2 | 64.9 | 36.7 | 126.4 | N/A | N/A | 52.2 | 398.7 | -64.6 | -52.5 | 323.1 | -70.9 | -19.2 | 1447.7 | 67.5 | -92.1 | -47.5 | 51.3 | 23.5 | 10.0 | -3.9 | N/A | -100.0 | 63.2 | 16.7 | 124.1 | -73.4 | 68.8 | 104.9 | 51.5 | -89.2 | 25.2 | 29.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to PSPDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
