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PMFJX: MIDCAP S&P 400 INDEX FUND CLASS J (MUTUAL FUND)
Basic Info 23.16 0.27(1.18%) October 29
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 01/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 8.61% |
| Expenses | 0.16% |
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Performance Analytics (As of 10/29/2026)
Not up-to-date? Try| 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(%) | 1.9 | 13.0 | 14.1 | 17.7 | 7.0 | 10.5 | 11.0 | 9.1 | 9.1 | 7.1 | 13.5 | 16.1 | -13.4 | 24.2 | 13.3 | 25.7 | -11.5 | 15.7 | 20.0 | -2.7 | 9.1 | 32.6 | 17.1 | -2.4 | 25.6 | 36.0 | -36.7 | 7.2 | 9.4 | 11.3 | 9.3 |
| Sharpe Ratio | NA | 0.68 | 0.59 | 0.75 | 0.19 | 0.41 | NA | NA | 0.37 | 0.2 | 0.62 | 0.71 | -0.58 | 1.35 | 0.34 | 1.7 | -0.8 | 1.55 | 1.26 | -0.18 | 0.7 | 2.46 | 1.13 | -0.08 | 1.22 | 1.11 | -0.87 | 0.25 | 0.43 | 0.72 | 0.65 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.2 | 24.2 | 42.0 | NA | NA | 55.6 | 22.0 | 8.3 | 14.5 | 22.7 | 8.4 | 42.0 | 8.4 | 23.2 | 5.5 | 11.3 | 12.6 | 10.7 | 7.3 | 11.1 | 26.3 | 17.5 | 27.4 | 53.2 | 11.4 | 12.8 | 8.0 | 10.9 |
| Standard Deviation(%) | NA | 15.0 | 14.9 | 17.6 | 19.5 | 20.6 | NA | NA | 21.2 | 20.9 | 15.9 | 17.5 | 25.8 | 17.9 | 38.5 | 14.3 | 16.1 | 9.7 | 15.7 | 15.0 | 12.9 | 13.2 | 15.2 | 28.6 | 20.9 | 32.3 | 43.1 | 16.2 | 13.8 | 12.5 | 13.9 |
| Treynor Ratio | NA | 0.09 | 0.08 | 0.12 | 0.04 | 0.09 | NA | NA | 0.08 | 0.04 | 0.08 | 0.11 | -0.15 | 0.22 | 0.16 | 0.23 | -0.13 | 0.13 | 0.2 | -0.03 | 0.1 | 0.32 | 0.17 | -0.02 | 0.27 | 0.38 | -0.39 | 0.04 | 0.06 | 0.09 | 0.09 |
| Alpha | NA | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.02 | 0.03 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 1.1 | 1.11 | 1.15 | 1.06 | 0.96 | NA | NA | 0.97 | 1.14 | 1.2 | 1.09 | 0.98 | 1.1 | 0.81 | 1.07 | 0.96 | 1.16 | 1.0 | 0.96 | 0.87 | 1.03 | 1.0 | 1.04 | 0.96 | 0.95 | 0.96 | 0.95 | 1.09 | 1.01 | 1.04 |
| RSquared | NA | 0.85 | 0.86 | 0.9 | 0.92 | 0.78 | NA | NA | 0.88 | 0.93 | 0.9 | 0.91 | 0.95 | 0.84 | 0.59 | 0.91 | 0.94 | 0.88 | 0.95 | 0.95 | 0.71 | 0.95 | 0.96 | 0.97 | 0.98 | 0.92 | 0.98 | 0.97 | 0.97 | 0.96 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | 14.5 | 4.2 | 6.1 | 10.0 | 7.8 | 7.3 | 9.2 | 7.8 | 7.3 | 7.2 | 5.9 | 4.9 | 4.8 | 4.3 | 1.7 | 0.8 | 4.6 | 7.8 | 4.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -37.4 | 288.5 | -45.2 | -29.6 | 33.6 | 25.7 | -37.2 | 27.5 | 22.7 | -9.6 | 27.0 | 49.0 | 17.1 | 1.3 | 217.8 | 169.0 | -88.8 | -42.3 | 101.3 | -6.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2004
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See MID-CAP BLEND Asset Class Trend Rankings |
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