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PBDDX: INVESTMENT GRADE CORPORATE BOND FUND D (MUTUAL FUND)
Basic Info 8.98 0.04(0.45%) April 25
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 09/03/2004 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.76% |
| Expenses | 0.90% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/03/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 1.0 | 6.6 | 2.1 | -0.0 | 1.9 | 3.6 | 4.5 | 4.5 | 2.5 | 8.0 | -16.2 | -2.2 | 6.7 | 14.3 | -2.4 | 7.5 | 6.6 | -0.1 | 8.3 | -2.1 | 14.5 | 6.5 | 10.8 | 18.3 | 1.5 | 6.7 | 3.8 | 2.1 | 2.9 |
| Sharpe Ratio | NA | 0.05 | 0.05 | -0.32 | -0.42 | 0.04 | NA | NA | 0.59 | -0.75 | 0.49 | -2.17 | -0.47 | 0.72 | 3.35 | -1.17 | 2.1 | 1.64 | -0.04 | 2.65 | -0.5 | 4.51 | 1.21 | 1.95 | 2.42 | 0.07 | 0.76 | 0.12 | -0.03 | 1.95 |
| Draw Down(%) | NA | 3.8 | 5.1 | 10.7 | 23.3 | 23.3 | NA | NA | 23.3 | 3.8 | 7.7 | 21.2 | 5.0 | 16.4 | 2.4 | 3.9 | 1.4 | 4.2 | 4.2 | 1.8 | 8.2 | 1.4 | 4.3 | 5.2 | 7.6 | 11.8 | 3.7 | 3.5 | 3.5 | 1.1 |
| Standard Deviation(%) | NA | 6.4 | 5.6 | 7.0 | 6.3 | 5.8 | NA | NA | 5.5 | 5.4 | 7.6 | 8.1 | 4.8 | 8.9 | 3.8 | 3.2 | 3.3 | 3.9 | 4.3 | 3.1 | 4.2 | 3.2 | 5.3 | 5.5 | 7.5 | 8.5 | 5.0 | 4.2 | 3.9 | 4.1 |
| Treynor Ratio | NA | 0.0 | 0.0 | -0.02 | -0.03 | 0.0 | NA | NA | 0.03 | -0.04 | 0.04 | -0.19 | -0.02 | 0.05 | 0.12 | -0.04 | 0.06 | 0.07 | 0.0 | 0.09 | -0.02 | 0.15 | 0.07 | 0.11 | 0.18 | 0.01 | 0.04 | 0.0 | 0.0 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 1.06 | 0.99 | 0.95 | 0.94 | 1.0 | NA | NA | 0.99 | 0.96 | 0.96 | 0.92 | 1.04 | 1.25 | 1.06 | 1.04 | 1.07 | 0.88 | 0.89 | 0.88 | 1.07 | 0.97 | 0.92 | 1.0 | 1.0 | 0.93 | 1.0 | 1.1 | 0.99 | 0.99 |
| RSquared | NA | 0.94 | 0.94 | 0.95 | 0.88 | 0.82 | NA | NA | 0.82 | 0.95 | 0.95 | 0.94 | 0.78 | 0.66 | 0.83 | 0.76 | 0.82 | 0.68 | 0.77 | 0.72 | 0.9 | 0.86 | 0.72 | 0.9 | 0.84 | 0.73 | 0.87 | 0.91 | 0.89 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.8 | 3.2 | 3.0 | 3.5 | 4.7 | 5.2 | N/A | 3.6 | 3.6 | 3.2 | 3.1 | 3.1 | 3.9 | 3.6 | 4.2 | 3.6 | 5.9 | 5.2 | 5.9 | 6.8 | 7.5 | 14.6 | 9.3 | 4.9 | 5.0 | 4.6 | 3.9 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | -25.8 | -16.4 | -28.2 | -47.4 | N/A | N/A | N/A | 3.5 | -9.1 | -2.8 | 2.8 | -11.7 | 2.8 | -12.3 | 19.5 | -42.1 | 16.1 | -18.1 | -7.7 | -10.4 | -50.7 | 71.6 | 79.4 | 1.7 | 7.3 | 15.5 | 25.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2004
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