Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAABX (BALANCED FUND BALANCED FUND CLASS A) | NA | -29.82% | -11.48% | -4.03% | -2.43% | -1.23% | 0.16% | … | … |
Data as of 02/22/2021, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAABX (BALANCED FUND BALANCED FUND CLASS A) | 12/27/1993 | 02/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -29.82 | -11.48 | -4.03 | -2.43 | -1.23 | 0.16 | … | … | 0.00 | -32.68 | 12.28 | -9.78 | 10.55 | 0.08 | -16.72 | -7.94 | 28.68 | 9.70 | -1.15 | 7.90 | 21.76 | -30.51 | 6.53 | 8.48 | 5.89 | 5.50 | 18.62 | -4.99 | -4.75 | 9.98 | 12.71 | 7.68 | 15.24 | 15.92 | 8.63 | -2.41 | 0.21 |
| Sharpe Ratio | NA | -1.61 | -0.82 | -0.36 | -0.21 | NA | NA | … | … | 0.00 | -1.62 | 0.99 | -0.83 | 1.30 | -0.01 | -1.26 | -0.71 | 2.98 | 1.00 | -0.07 | 0.67 | 1.20 | -1.22 | 0.35 | 0.68 | 0.53 | 0.76 | 2.43 | -0.71 | -0.69 | 0.47 | 1.17 | 0.49 | 1.38 | 1.67 | 1.36 | -0.97 | 12.50 |
| Standard Deviation(%) | NA | 19.99 | 15.09 | 13.47 | 13.32 | NA | NA | … | … | NA | 20.22 | 10.93 | 13.37 | 7.64 | 14.05 | 13.31 | 11.18 | 9.62 | 9.76 | 17.88 | 11.65 | 17.98 | 25.68 | 10.09 | 7.65 | 6.97 | 6.01 | 7.38 | 8.57 | 10.42 | 12.69 | 8.07 | 8.87 | 8.45 | 7.38 | 3.51 | 5.55 | 0.97 |
| Draw Down(%) | NA | 33.46 | 38.28 | 38.28 | 43.80 | NA | NA | … | … | 0.00 | 34.74 | 7.84 | 20.07 | 5.31 | 12.94 | 20.39 | 12.50 | 5.34 | 7.51 | 16.60 | 10.67 | 22.18 | 38.89 | 6.80 | 6.92 | 4.15 | 6.16 | 5.31 | 14.06 | 12.28 | 9.04 | 7.68 | 13.40 | 6.01 | 5.82 | 2.76 | 8.11 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.66 | 4.08 | 4.32 | 3.81 | 3.65 | … | … | 0.00 | 0.00 | 8.30 | 6.73 | 0.75 | 3.64 | 1.71 | 5.35 | 10.93 | 4.73 | 6.35 | 10.09 | 1.58 | 2.63 | 5.70 | 2.52 | 0.96 | 1.15 | 2.61 | 0.01 | 0.57 | 1.56 | 1.93 | 2.51 | 2.10 | 1.40 | 2.23 | 0.26 | 0.10 |
Data as of 02/22/2021, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAABX (BALANCED FUND BALANCED FUND CLASS A) |
-12.79%
Jan 2018 – Jan 2021 |
-9.00%
May 2015 – May 2020 |
-2.26%
Jan 2011 – Jan 2021 |
-1.27%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAABX (BALANCED FUND BALANCED FUND CLASS A) |
17.09%
Feb 2009 – Feb 2012 |
15.43%
Feb 2009 – Feb 2014 |
8.19%
Jan 1996 – Jan 2006 |
5.78%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart