Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSSMX (SMALLCAP S&P 600 INDEX FUND R-3) | 14.36% | 30.38% | 14.21% | 1.10% | 7.72% | 8.99% | 7.53% | … | … |
Data as of 06/05/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSSMX (SMALLCAP S&P 600 INDEX FUND R-3) | 12/21/2000 | 06/05/2026 |
| 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 30.38 | 14.21 | 1.10 | 7.72 | 8.99 | 7.53 | … | … | 14.36 | 5.34 | 7.86 | 15.18 | -24.08 | 16.01 | 9.43 | 21.99 | -9.42 | 12.46 | 25.62 | -2.84 | 5.17 | 40.20 | 15.54 | 0.13 | 25.21 | 24.78 | -31.34 | -0.68 | 14.26 | 4.52 | 21.65 | 37.50 | -15.31 | 4.57 | 8.68 |
| Sharpe Ratio | NA | 1.57 | 0.54 | -0.06 | 0.27 | NA | NA | … | … | 1.96 | 0.11 | 0.22 | 0.58 | -0.95 | 0.68 | 0.22 | 1.27 | -0.61 | 0.94 | 1.44 | -0.18 | 0.34 | 2.84 | 0.95 | 0.00 | 1.05 | 0.70 | -0.75 | -0.20 | 0.60 | 0.14 | 1.25 | 2.11 | -0.67 | 0.09 | NA |
| Standard Deviation(%) | NA | 17.64 | 20.38 | 22.24 | 23.18 | NA | NA | … | … | 17.47 | 22.74 | 19.69 | 20.11 | 26.97 | 23.36 | 42.09 | 16.18 | 17.83 | 12.63 | 17.65 | 15.99 | 15.33 | 14.17 | 16.36 | 31.86 | 23.81 | 35.23 | 43.22 | 19.07 | 18.02 | 15.87 | 16.52 | 17.45 | 24.40 | 22.74 | NA |
| Draw Down(%) | NA | 8.76 | 28.15 | 37.45 | 44.85 | NA | NA | … | … | 8.76 | 24.30 | 8.99 | 18.07 | 26.70 | 16.41 | 42.66 | 10.10 | 27.38 | 6.70 | 12.40 | 13.47 | 11.90 | 5.07 | 11.88 | 26.72 | 19.36 | 33.62 | 48.03 | 14.01 | 13.84 | 10.53 | 11.07 | 14.47 | 33.72 | 23.45 | NA |
| Yield(%) | 0.00 | 10.36 | 7.95 | 3.53 | 5.97 | 7.49 | 6.21 | … | … | 0.00 | 9.60 | 8.35 | 4.18 | 0.57 | 0.50 | 0.60 | 7.47 | 10.43 | 6.35 | 7.46 | 7.32 | 7.29 | 3.64 | 1.10 | 0.18 | 0.55 | 0.48 | 5.16 | 8.74 | 6.61 | 0.18 | 3.01 | 0.02 | 0.00 | 0.01 | 0.13 |
Data as of 06/05/2026, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSMX (SMALLCAP S&P 600 INDEX FUND R-3) |
-17.69%
Feb 2006 – Feb 2009 |
-6.17%
Feb 2004 – Feb 2009 |
4.40%
Oct 2013 – Oct 2023 |
5.60%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSMX (SMALLCAP S&P 600 INDEX FUND R-3) |
30.32%
Feb 2009 – Feb 2012 |
27.02%
Feb 2009 – Feb 2014 |
17.40%
Feb 2009 – Feb 2019 |
12.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart