Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBDDX (INVESTMENT GRADE CORPORATE BOND FUND D) | 3.07% | 4.36% | 4.17% | -0.31% | 2.55% | 3.84% | 4.63% | 4.87% |
Data as of 07/11/2025, AR inception is 09/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBDDX (INVESTMENT GRADE CORPORATE BOND FUND D) | 09/03/2004 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.36 | 4.17 | -0.31 | 2.55 | 3.84 | 4.63 | 4.87 | 3.07 | 2.88 | 7.94 | -16.17 | -1.41 | 7.07 | 14.29 | -2.40 | 7.53 | 6.59 | -0.13 | 8.34 | -2.09 | 14.53 | 6.46 | 10.76 | 18.30 | 1.49 | 6.74 | 3.77 | 2.06 | 2.93 |
| Sharpe Ratio | NA | 0.21 | 0.12 | -0.37 | 0.20 | NA | NA | 0.63 | 0.48 | -0.14 | 0.57 | -2.18 | -0.31 | 0.77 | 3.34 | -1.19 | 2.09 | 1.64 | -0.04 | 2.65 | -0.50 | 4.51 | 1.21 | 1.95 | 2.42 | 0.06 | 0.72 | 0.09 | -0.05 | 1.94 |
| Standard Deviation(%) | NA | 5.62 | 6.84 | 6.35 | 5.76 | NA | NA | 5.51 | 6.08 | 5.45 | 7.60 | 8.12 | 4.64 | 8.85 | 3.84 | 3.18 | 3.30 | 3.89 | 4.29 | 3.14 | 4.24 | 3.24 | 5.32 | 5.48 | 7.51 | 8.53 | 4.98 | 4.18 | 3.93 | 4.08 |
| Draw Down(%) | NA | 4.72 | 10.29 | 22.65 | 22.65 | NA | NA | 22.65 | 3.52 | 3.78 | 7.72 | 21.18 | 4.96 | 16.36 | 2.37 | 3.89 | 1.45 | 4.17 | 4.19 | 1.84 | 8.23 | 1.40 | 4.29 | 5.16 | 7.59 | 11.81 | 3.74 | 3.54 | 3.55 | 1.12 |
| Yield(%) | 0.00 | 3.85 | 3.75 | 3.28 | 3.82 | 4.86 | 5.25 | 5.48 | 1.80 | 3.97 | 3.58 | 3.22 | 3.90 | 3.52 | 3.89 | 3.58 | 4.20 | 3.62 | 5.86 | 5.21 | 5.87 | 6.85 | 7.53 | 14.60 | 9.33 | 4.93 | 4.95 | 4.58 | 3.89 | 3.11 |
Data as of 07/11/2025, AR inception is 09/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBDDX (INVESTMENT GRADE CORPORATE BOND FUND D) |
-5.60%
Oct 2020 - Oct 2023 |
-1.03%
Oct 2017 - Oct 2022 |
1.51%
Oct 2012 - Oct 2022 |
3.85%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBDDX (INVESTMENT GRADE CORPORATE BOND FUND D) |
15.41%
Oct 2008 - Oct 2011 |
11.76%
Oct 2008 - Oct 2013 |
7.61%
Jul 2006 - Jul 2016 |
6.64%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart