Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCJX (BLUE CHIP FUND CLASS J) | -4.71% | -1.99% | 14.43% | 6.19% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCJX (BLUE CHIP FUND CLASS J) | 09/12/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | -1.99 | 14.43 | 6.19 | NA | NA | NA | … | … | -4.71 | -8.19 | 16.35 | 39.66 | -31.29 | 17.08 | 30.14 | 38.40 | 2.59 | 7.56 |
| Sharpe Ratio | NA | -0.12 | 0.74 | 0.22 | NA | NA | NA | … | … | -0.50 | -0.42 | 0.65 | 2.26 | -1.07 | 0.92 | 0.91 | 2.56 | 0.07 | 3.84 |
| Standard Deviation(%) | NA | 15.49 | 16.54 | 20.25 | NA | NA | NA | … | … | 18.75 | 26.50 | 14.91 | 15.84 | 30.69 | 18.60 | 32.89 | 14.43 | 19.81 | 6.91 |
| Draw Down(%) | NA | 19.11 | 19.11 | 38.05 | NA | NA | NA | … | … | 17.66 | 22.10 | 8.78 | 10.79 | 35.79 | 13.12 | 32.05 | 6.62 | 19.15 | 1.48 |
| Yield(%) | 0.00 | 17.32 | 10.55 | 6.81 | 8.81 | 5.87 | 4.40 | … | … | 0.00 | 18.43 | 5.36 | 0.00 | 0.49 | 8.02 | 4.24 | 5.79 | 7.47 | 2.91 |
Data as of 06/10/2026, Common starting date is 09/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCJX (BLUE CHIP FUND CLASS J) |
3.53%
Oct 2021 – Oct 2024 |
6.47%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCJX (BLUE CHIP FUND CLASS J) |
32.51%
Dec 2018 – Dec 2021 |
17.59%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart