Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCKX (BLUE CHIP FUND INSTITUTIONAL CLASS) | -0.57% | 3.41% | 16.49% | 7.52% | 15.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCKX (BLUE CHIP FUND INSTITUTIONAL CLASS) | 06/18/2012 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 3.41 | 16.49 | 7.52 | 15.28 | NA | NA | … | … | -0.57 | -7.90 | 16.47 | 39.85 | -31.21 | 17.26 | 30.36 | 38.81 | 2.83 | 28.86 | 8.87 | 5.37 | 11.73 | 28.96 | 8.93 |
| Sharpe Ratio | NA | 0.26 | 0.89 | 0.27 | 0.69 | NA | NA | … | … | 0.02 | -0.41 | 0.66 | 2.26 | -1.06 | 0.93 | 0.91 | 2.59 | 0.08 | 3.63 | 0.57 | 0.33 | 1.01 | 2.65 | 1.44 |
| Standard Deviation(%) | NA | 15.09 | 16.44 | 20.23 | 20.05 | NA | NA | … | … | 18.39 | 26.34 | 14.88 | 15.87 | 30.73 | 18.61 | 32.91 | 14.41 | 19.75 | 7.82 | 15.30 | 16.19 | 11.59 | 10.90 | 12.11 |
| Draw Down(%) | NA | 19.10 | 19.10 | 38.00 | 38.00 | NA | NA | … | … | 17.64 | 21.92 | 8.74 | 10.76 | 35.75 | 13.08 | 32.04 | 6.59 | 19.10 | 2.25 | 12.58 | 11.55 | 7.88 | 6.28 | 6.04 |
| Yield(%) | 0.00 | 17.30 | 10.56 | 6.87 | 11.08 | 12.53 | 9.40 | … | … | 0.00 | 18.22 | 5.33 | 0.00 | 0.49 | 7.98 | 4.22 | 6.11 | 7.46 | 3.47 | 1.11 | 2.47 | 3.96 | 0.37 | 0.77 |
Data as of 06/04/2026, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCKX (BLUE CHIP FUND INSTITUTIONAL CLASS) |
3.64%
Oct 2021 – Oct 2024 |
6.59%
Mar 2021 – Mar 2026 |
13.05%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCKX (BLUE CHIP FUND INSTITUTIONAL CLASS) |
32.75%
Dec 2018 – Dec 2021 |
25.89%
Oct 2016 – Oct 2021 |
16.69%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart