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Pacific Capital Mid Cap A (PMDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.66-0.15 (-0.84%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.17%
5-year average return7.18%
Number of years up8
Number of years down4
Best 1-yr total return (2 Jul 2024)30.03%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.03%
Worst 3-yr total return0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMDAXCategory
YTD3.35%21.28%
1-month-1.47%-1.96%
3-month-4.57%4.90%
1-year12.68%55.83%
3-year5.71%11.08%
5-year7.44%11.93%
10-year6.96%10.64%
Last bull market28.90%25.54%
Last bear market-11.43%-22.08%

Annual total return (%) history

Year
PMDAXCategory
2024
N/AN/A
2023
18.53%N/A
2022
-11.92%N/A
2021
30.03%N/A
2020
-6.57%2.63%
2019
25.01%25.18%
2018
-13.88%-12.86%
2017
12.94%13.22%
2016
29.68%18.06%
2015
-3.60%-5.41%
2014
7.21%9.31%
2013
29.45%35.14%
2012
15.54%16.60%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.29%-4.57%N/AN/A
20232.11%6.47%-4.31%13.95%
2022-4.80%-11.43%-4.88%9.82%
202113.73%4.43%-0.08%9.57%
2020-36.08%19.23%-1.98%25.08%
201911.67%2.51%3.20%5.82%
2018-3.16%3.47%2.55%-16.19%
20173.32%1.52%3.96%3.58%
20164.89%5.82%7.02%9.17%
20152.18%-2.58%-8.49%5.82%
20142.70%6.11%-6.06%4.73%
201312.32%1.73%5.99%6.89%
20129.00%-2.90%6.18%2.82%
2011-15.18%15.58%N/AN/A

Rank in category (by total return)

YTD58
1-month26
3-month72
1-year43
3-year42
5-year78

Load adjusted returns

1-year6.48%
3-year3.74%
5-year6.23%
10-year6.36%