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PBDAX: INVESTMENT GRADE CORPORATE BOND FUND A (MUTUAL FUND)
Basic Info 9.03 0.01(0.11%) July 25
See more info about PBDAXAsset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (58%) |
Start Date: | 09/03/2004 |
Last Dividend Date: | 06/30/2025 |
12-Mo. Yield | 4.20% |
Expenses | 0.61% |
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Performance Analytics (As of 07/24/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/03/2004 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.3 | 3.8 | 5.7 | 4.1 | -0.3 | 2.6 | 3.8 | 4.7 | 4.7 |
Sharpe Ratio ? | NA | 0.56 | 0.25 | 0.13 | -0.37 | 0.19 | NA | NA | 0.63 |
Draw Down(%) ? | NA | 3.5 | 4.7 | 10.3 | 22.6 | 22.6 | NA | NA | 22.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2004
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