Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABWX (MIDCAP VALUE FUND I R-4) | NA | 21.42% | 1.18% | 7.23% | 6.62% | 9.87% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABWX (MIDCAP VALUE FUND I R-4) | 12/22/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.57 | 21.42 | 1.18 | 7.23 | 6.62 | 9.87 | NA | … | … | 18.86 | 6.05 | -12.34 | 18.08 | 6.13 | 26.47 | -11.38 | 14.25 | 14.84 | -7.68 | 13.84 | 33.18 | 17.52 | -4.35 | 23.87 | 33.39 | -36.13 | 2.31 | 15.34 | 2.97 | 0.51 |
| Sharpe Ratio | NA | 1.35 | -0.14 | 0.24 | 0.29 | NA | NA | … | … | 1.43 | 0.16 | -0.62 | 0.90 | 0.16 | 2.03 | -0.86 | 1.65 | 1.01 | -0.50 | 1.15 | 2.65 | 1.28 | -0.16 | 1.09 | 1.04 | -0.92 | -0.05 | 1.10 | 0.05 | 2.63 |
| Standard Deviation(%) | NA | 12.93 | 18.55 | 22.94 | 18.80 | NA | NA | … | … | 12.13 | 14.76 | 22.25 | 20.07 | 37.13 | 12.29 | 14.83 | 8.27 | 14.55 | 15.39 | 11.99 | 12.52 | 13.79 | 27.27 | 21.83 | 31.99 | 40.40 | 16.61 | 10.87 | 14.58 | 8.45 |
| Draw Down(%) | NA | 6.51 | 23.84 | 41.38 | 41.38 | NA | NA | … | … | 6.51 | 11.98 | 17.27 | 14.46 | 41.38 | 6.50 | 20.85 | 4.47 | 12.81 | 14.11 | 9.94 | 6.54 | 10.30 | 25.40 | 17.81 | 28.35 | 50.69 | 14.72 | 9.32 | 8.73 | 0.63 |
| Yield(%) | 0.00 | 0.00 | 0.29 | 1.42 | 4.25 | 7.56 | 5.75 | … | … | 0.00 | 0.00 | 0.00 | 1.11 | 1.17 | 5.99 | 10.07 | 6.97 | 1.41 | 9.06 | 14.32 | 28.35 | 1.04 | 0.27 | 1.05 | 0.91 | 0.72 | 11.81 | 5.55 | 0.05 | 0.35 |
Data as of 11/25/2024, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABWX (MIDCAP VALUE FUND I R-4) |
-15.82%
Feb 2006 – Feb 2009 |
-1.29%
Mar 2015 – Mar 2020 |
5.60%
Oct 2013 – Oct 2023 |
4.90%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABWX (MIDCAP VALUE FUND I R-4) |
28.30%
Feb 2009 – Feb 2012 |
25.55%
Feb 2009 – Feb 2014 |
15.35%
Feb 2009 – Feb 2019 |
12.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart