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
PSSJX: SMALLCAP S&P 600 INDEX FUND CLASS J (MUTUAL FUND)
Basic Info 25.36 0.46(1.78%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 01/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.16% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 14.5 | 30.9 | 14.6 | 5.2 | 10.2 | 10.5 | 8.4 | 8.6 | -3.1 | 8.2 | 15.6 | -16.5 | 25.9 | 11.0 | 22.4 | -9.2 | 12.8 | 25.9 | -2.6 | 5.4 | 40.4 | 15.6 | 0.2 | 25.2 | 24.5 | -31.4 | -0.8 | 7.4 | 4.2 | 14.6 |
| Sharpe Ratio | NA | 1.98 | 1.6 | 0.56 | 0.12 | 0.37 | NA | NA | 0.32 | -0.24 | 0.23 | 0.6 | -0.7 | 1.21 | 0.26 | 1.29 | -0.59 | 0.96 | 1.46 | -0.16 | 0.35 | 2.85 | 0.95 | 0.01 | 1.05 | 0.69 | -0.74 | -0.21 | 0.23 | 0.12 | 0.87 |
| Draw Down(%) | NA | 8.7 | 8.7 | 28.1 | 28.1 | 44.6 | NA | NA | 58.5 | 24.2 | 9.0 | 17.9 | 24.8 | 9.9 | 42.6 | 10.1 | 27.3 | 6.7 | 12.4 | 13.4 | 11.9 | 5.0 | 11.9 | 26.7 | 19.4 | 33.6 | 48.1 | 14.0 | 13.9 | 10.6 | 11.1 |
| Standard Deviation(%) | NA | 17.5 | 17.7 | 20.4 | 21.5 | 22.8 | NA | NA | 23.4 | 24.8 | 19.6 | 20.1 | 25.5 | 21.4 | 42.0 | 16.2 | 17.8 | 12.7 | 17.7 | 16.0 | 15.3 | 14.2 | 16.4 | 31.9 | 23.8 | 35.3 | 43.6 | 19.0 | 17.2 | 15.9 | 17.0 |
| Treynor Ratio | NA | 0.37 | 0.27 | 0.11 | 0.03 | 0.09 | NA | NA | 0.08 | -0.06 | 0.04 | 0.11 | -0.2 | 0.24 | 0.13 | 0.2 | -0.1 | 0.1 | 0.25 | -0.03 | 0.06 | 0.4 | 0.16 | 0.0 | 0.25 | 0.25 | -0.33 | -0.04 | 0.04 | 0.02 | 0.15 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.05 | -0.02 | -0.01 | 0.0 | 0.02 | 0.0 | -0.02 | 0.0 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.02 | -0.01 | -0.03 | -0.01 | 0.0 |
| Beta | NA | 0.95 | 1.03 | 1.05 | 1.01 | 0.95 | NA | NA | 0.97 | 1.01 | 1.13 | 1.05 | 0.92 | 1.06 | 0.8 | 1.07 | 1.02 | 1.19 | 1.02 | 1.02 | 0.93 | 1.01 | 0.99 | 1.0 | 0.99 | 0.96 | 0.97 | 1.02 | 1.05 | 1.08 | 1.01 |
| RSquared | NA | 0.91 | 0.92 | 0.95 | 0.94 | 0.81 | NA | NA | 0.89 | 0.8 | 0.94 | 0.95 | 0.96 | 0.87 | 0.58 | 0.93 | 0.96 | 0.91 | 0.95 | 0.96 | 0.76 | 0.95 | 0.97 | 0.97 | 0.99 | 0.94 | 0.99 | 0.98 | 0.87 | 0.96 | 0.93 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.3 | 9.8 | 5.1 | 8.9 | 11.0 | 2.4 | 8.5 | 11.5 | 7.2 | 8.3 | 8.0 | 7.9 | 3.9 | 1.2 | 0.3 | 0.6 | 0.4 | 5.3 | 9.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.9 | 110.6 | -58.0 | -4.7 | 402.6 | -68.7 | -41.7 | 70.6 | 4.8 | -9.3 | -0.2 | 161.2 | 290.6 | 262.0 | -31.5 | 108.6 | -95.7 | -47.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2004
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 SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) 2.40% (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) 1.66% (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) 2.90% (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) 0.42% (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) 4.43% (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) 0.59% (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) 0.60% (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) 0.59% (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) 0.28% (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) 0.83% (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) 3.55% (99%)
- IWC (iShares Micro-Cap ETF) 5.14% (98%)
- EES (WisdomTree U.S. SmallCap Fund) 1.47% (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) 0.96% (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) 1.96% (97%)
- IJR (iShares Core S&P Small Cap ETF) 1.84% (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) 2.92% (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) 1.11% (97%)
- VB (Vanguard Small-Cap ETF) 2.44% (96%)
- SCHA (Schwab U.S. Small-Cap ETF) 3.41% (23%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to PSSJX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
