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PFSLX: PARADIGM SELECT FUND PARADIGM SELECT FUND (MUTUAL FUND)
Basic Info 123.85 7.2(5.49%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 03/07/2005 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 0.18% |
| Expenses | 1.15% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 35.7 | 71.8 | 27.5 | 13.4 | 16.5 | 13.5 | 11.6 | 11.7 | 15.8 | 16.7 | 26.9 | -26.5 | 30.9 | 25.9 | 38.3 | -9.9 | 16.1 | 16.0 | -1.4 | 7.9 | 28.8 | 9.1 | 2.0 | 25.2 | 28.9 | -33.6 | 5.6 | 21.7 | 6.8 |
| Sharpe Ratio | NA | 3.36 | 2.72 | 1.02 | 0.44 | 0.62 | NA | NA | 0.47 | 0.49 | 0.67 | 1.19 | -0.88 | 1.6 | 0.66 | 2.21 | -0.63 | 1.36 | 0.93 | -0.08 | 0.52 | 2.16 | 0.64 | 0.08 | 1.34 | 1.05 | -1.0 | 0.14 | 1.31 | 0.45 |
| Draw Down(%) | NA | 10.9 | 10.9 | 29.6 | 34.5 | 40.5 | NA | NA | 52.4 | 29.6 | 11.0 | 16.9 | 34.5 | 7.6 | 40.5 | 11.9 | 25.0 | 7.5 | 13.5 | 15.6 | 13.2 | 6.2 | 12.6 | 22.1 | 15.8 | 24.8 | 45.2 | 11.3 | 11.6 | 7.7 |
| Standard Deviation(%) | NA | 30.2 | 25.4 | 23.7 | 24.7 | 23.7 | NA | NA | 22.0 | 27.0 | 19.7 | 19.8 | 31.6 | 19.4 | 39.0 | 16.6 | 18.1 | 11.5 | 16.9 | 16.4 | 15.1 | 13.3 | 14.3 | 25.7 | 18.7 | 27.5 | 34.6 | 16.9 | 14.0 | 13.0 |
| Treynor Ratio | NA | 0.71 | 0.52 | 0.21 | 0.1 | 0.15 | NA | NA | 0.12 | 0.11 | 0.13 | 0.24 | -0.25 | 0.33 | 0.27 | 0.35 | -0.11 | 0.15 | 0.17 | -0.01 | 0.08 | 0.31 | 0.11 | 0.02 | 0.33 | 0.38 | -0.45 | 0.03 | 0.21 | 0.07 |
| Alpha | NA | 0.15 | 0.1 | 0.03 | 0.03 | 0.02 | NA | NA | 0.01 | 0.02 | 0.01 | 0.03 | -0.03 | 0.05 | 0.03 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.01 | 0.0 | -0.03 | 0.02 | 0.02 | 0.0 |
| Beta | NA | 1.44 | 1.32 | 1.13 | 1.09 | 1.01 | NA | NA | 0.89 | 1.15 | 1.05 | 0.98 | 1.12 | 0.95 | 0.94 | 1.07 | 1.0 | 1.0 | 0.95 | 1.03 | 1.01 | 0.94 | 0.85 | 0.8 | 0.77 | 0.76 | 0.76 | 0.89 | 0.89 | 0.86 |
| RSquared | NA | 0.7 | 0.73 | 0.81 | 0.84 | 0.85 | NA | NA | 0.88 | 0.86 | 0.82 | 0.84 | 0.92 | 0.84 | 0.95 | 0.88 | 0.89 | 0.8 | 0.9 | 0.93 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.96 | 0.94 | 0.95 | 0.92 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.2 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.8 | 2.5 | 4.3 | 0.9 | 8.5 | 21.3 | 14.5 | 1.6 | 0.2 | 0.5 | 0.4 | 0.0 | 0.2 | 3.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 814.3 | -93.4 | N/A | N/A | -100.0 | -98.8 | -73.0 | -34.0 | 484.7 | -90.9 | -65.1 | 63.2 | 907.8 | 781.5 | -51.4 | 60.9 | N/A | -100.0 | -93.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2005
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