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PSSIX: SMALLCAP S&P 600 INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 28.19 0.52(1.81%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 12/20/2001 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.28% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/25/2004 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 14.6 | 31.1 | 14.8 | 1.8 | 8.3 | 9.4 | 8.1 | 8.5 | 5.9 | 8.4 | 15.8 | -23.9 | 16.5 | 10.0 | 22.6 | -9.0 | 13.0 | 26.2 | -2.3 | 5.7 | 41.0 | 16.1 | 0.7 | 25.8 | 25.5 | -31.0 | -0.1 | 15.0 | 5.1 | 19.2 | 38.2 | -14.9 | 3.0 |
| Sharpe Ratio | NA | 1.99 | 1.61 | 0.57 | -0.03 | 0.29 | NA | NA | 0.32 | 0.13 | 0.24 | 0.61 | -0.94 | 0.71 | 0.23 | 1.31 | -0.59 | 0.98 | 1.49 | -0.14 | 0.37 | 2.87 | 0.99 | 0.02 | 1.08 | 0.72 | -0.73 | -0.17 | 0.64 | 0.18 | 1.09 | 2.16 | -0.66 | 17.44 |
| Draw Down(%) | NA | 8.7 | 8.7 | 28.0 | 37.1 | 44.4 | NA | NA | 58.0 | 24.2 | 9.0 | 17.8 | 26.5 | 16.5 | 42.6 | 10.0 | 27.3 | 6.7 | 12.4 | 13.3 | 11.8 | 5.0 | 11.8 | 26.6 | 19.2 | 33.6 | 47.9 | 13.8 | 13.7 | 10.5 | 11.0 | 14.5 | 33.5 | 0.9 |
| Standard Deviation(%) | NA | 17.5 | 17.7 | 20.4 | 22.2 | 23.2 | NA | NA | 23.4 | 22.7 | 19.7 | 20.1 | 27.1 | 23.3 | 42.0 | 16.2 | 17.8 | 12.7 | 17.4 | 16.0 | 15.3 | 14.2 | 16.4 | 31.8 | 23.8 | 35.3 | 43.6 | 19.0 | 18.0 | 15.9 | 16.7 | 17.4 | 24.3 | 14.1 |
| Treynor Ratio | NA | 0.37 | 0.28 | 0.11 | -0.01 | 0.07 | NA | NA | 0.08 | 0.03 | 0.04 | 0.12 | -0.28 | 0.15 | 0.12 | 0.2 | -0.1 | 0.1 | 0.27 | -0.02 | 0.06 | 0.4 | 0.16 | 0.01 | 0.26 | 0.26 | -0.33 | -0.03 | 0.11 | 0.03 | 0.18 | 0.39 | -0.17 | 2.89 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | -0.01 | -0.04 | -0.01 | -0.01 | -0.02 | 0.0 | -0.02 | 0.03 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.02 | 0.06 |
| Beta | NA | 0.95 | 1.03 | 1.05 | 1.01 | 0.95 | NA | NA | 0.97 | 1.02 | 1.12 | 1.05 | 0.91 | 1.1 | 0.84 | 1.07 | 1.02 | 1.19 | 0.98 | 1.02 | 0.93 | 1.02 | 0.99 | 1.0 | 0.99 | 0.96 | 0.97 | 1.02 | 1.04 | 1.07 | 1.0 | 0.97 | 0.95 | 0.85 |
| RSquared | NA | 0.91 | 0.92 | 0.94 | 0.89 | 0.78 | NA | NA | 0.88 | 0.96 | 0.94 | 0.95 | 0.85 | 0.79 | 0.65 | 0.93 | 0.96 | 0.91 | 0.88 | 0.96 | 0.76 | 0.95 | 0.97 | 0.97 | 0.99 | 0.94 | 0.99 | 0.98 | 0.78 | 0.96 | 0.93 | 0.97 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 11.2 | 8.7 | 4.0 | 6.6 | 8.4 | 6.9 | N/A | 10.4 | 9.1 | 4.9 | 1.0 | 1.1 | 1.1 | 8.2 | 11.1 | 7.0 | 8.2 | 8.0 | 7.9 | 4.2 | 1.7 | 0.8 | 1.2 | 1.0 | 5.7 | 9.4 | 7.4 | 0.8 | 0.0 | 0.5 | 0.4 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 13.8 | 582.7 | -21.3 | 69.5 | N/A | N/A | N/A | 13.8 | 105.7 | 250.0 | 7.9 | 10.2 | -84.6 | -41.3 | 68.7 | 4.6 | -9.7 | -1.1 | 145.6 | 199.6 | 111.3 | -17.3 | 41.5 | -88.3 | -45.7 | 34.9 | 892.8 | N/A | -100.0 | 4.4 | -31.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/2004
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