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
PSSPX: SMALLCAP S&P 600 INDEX FUND R-5 (MUTUAL FUND)
Basic Info 30.05 0.55(1.80%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.39% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/2003 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 14.5 | 30.8 | 13.8 | 5.0 | 10.2 | 10.6 | 8.9 | 10.2 | -1.4 | 8.2 | 15.5 | -16.5 | 25.8 | 11.0 | 22.4 | -9.2 | 12.8 | 26.0 | -2.5 | 5.5 | 40.7 | 15.9 | 0.5 | 25.5 | 25.2 | -31.2 | -0.4 | 14.6 | 4.9 | 22.0 | 37.9 | -15.1 | 4.8 | 8.7 |
| Sharpe Ratio | NA | 2.25 | 1.7 | 0.58 | 0.14 | 0.38 | NA | NA | 0.36 | -0.18 | 0.23 | 0.6 | -0.7 | 1.21 | 0.26 | 1.29 | -0.59 | 0.96 | 1.48 | -0.16 | 0.36 | 2.87 | 0.98 | 0.01 | 1.07 | 0.71 | -0.74 | -0.18 | 0.62 | 0.17 | 1.28 | 2.15 | -0.66 | 0.11 | NA |
| Draw Down(%) | NA | 8.7 | 8.7 | 28.1 | 28.1 | 44.6 | NA | NA | 58.2 | 24.3 | 9.0 | 17.9 | 24.8 | 9.9 | 42.6 | 10.0 | 27.3 | 6.6 | 12.4 | 13.4 | 11.8 | 5.0 | 11.8 | 26.6 | 19.3 | 33.6 | 48.0 | 13.9 | 13.8 | 10.5 | 11.1 | 14.4 | 33.6 | 23.4 | NA |
| Standard Deviation(%) | NA | 17.4 | 17.5 | 20.5 | 21.4 | 22.8 | NA | NA | 23.2 | 24.3 | 19.6 | 20.1 | 25.5 | 21.3 | 42.0 | 16.2 | 17.8 | 12.6 | 17.4 | 16.0 | 15.3 | 14.2 | 16.4 | 31.9 | 23.9 | 35.3 | 43.2 | 19.1 | 18.0 | 15.9 | 16.5 | 17.3 | 24.4 | 22.7 | NA |
| Treynor Ratio | NA | 0.41 | 0.29 | 0.11 | 0.03 | 0.09 | NA | NA | 0.09 | -0.04 | 0.04 | 0.11 | -0.2 | 0.24 | 0.13 | 0.2 | -0.1 | 0.1 | 0.26 | -0.03 | 0.06 | 0.4 | 0.16 | 0.0 | 0.26 | 0.26 | -0.33 | -0.03 | 0.11 | 0.02 | 0.21 | 0.39 | -0.17 | 0.02 | NA |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.05 | -0.02 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | -0.02 | 0.03 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.02 | 0.01 | NA |
| Beta | NA | 0.95 | 1.03 | 1.06 | 1.01 | 0.94 | NA | NA | 0.97 | 1.01 | 1.12 | 1.05 | 0.92 | 1.06 | 0.84 | 1.07 | 1.02 | 1.19 | 0.97 | 1.02 | 0.94 | 1.01 | 0.99 | 1.0 | 0.99 | 0.96 | 0.96 | 1.02 | 1.04 | 1.08 | 1.0 | 0.96 | 0.96 | 0.95 | NA |
| RSquared | NA | 0.91 | 0.92 | 0.94 | 0.94 | 0.8 | NA | NA | 0.89 | 0.84 | 0.94 | 0.95 | 0.96 | 0.87 | 0.65 | 0.94 | 0.96 | 0.91 | 0.88 | 0.96 | 0.77 | 0.95 | 0.96 | 0.97 | 0.99 | 0.94 | 0.98 | 0.98 | 0.78 | 0.96 | 0.94 | 0.97 | 0.96 | 0.97 | NA |
| Yield(%) | N/A | 0.0 | 10.3 | 8.1 | 6.4 | 8.4 | 9.9 | 8.0 | N/A | 9.6 | 8.5 | 4.4 | 7.9 | 9.8 | 2.1 | 7.7 | 10.6 | 6.6 | 7.7 | 7.5 | 7.5 | 3.9 | 1.4 | 0.5 | 0.9 | 0.8 | 5.3 | 9.0 | 6.9 | 0.5 | 3.0 | 0.1 | 0.2 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 13.1 | 2.3 | 30.5 | 130.6 | N/A | N/A | N/A | 13.1 | 112.5 | -58.3 | -4.5 | 406.8 | -69.0 | -41.9 | 70.4 | 4.3 | -9.6 | -0.9 | 150.2 | 236.5 | 164.3 | -30.6 | 44.0 | -90.4 | -46.5 | 37.3 | 1348.8 | -80.2 | 2857.1 | -26.3 | -47.2 | 176.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to PSSPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
