Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBIMX (BOND MARKET INDEX FUND R-1) | NA | 4.86% | -3.41% | -1.35% | 0.28% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBIMX (BOND MARKET INDEX FUND R-1) | 01/12/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.86 | -3.41 | -1.35 | 0.28 | NA | NA | … | … | 0.48 | 4.74 | -13.94 | -2.89 | 6.39 | 7.54 | -1.13 | 2.43 | 1.30 | -0.65 | 4.44 | -3.19 | 3.00 | 6.48 | 4.14 |
| Sharpe Ratio | NA | -0.18 | -1.04 | -0.64 | -0.27 | NA | NA | … | … | -1.17 | 0.07 | -2.01 | -0.86 | 1.34 | 1.76 | -0.86 | 0.51 | 0.34 | -0.18 | 1.63 | -0.95 | 1.12 | 1.70 | 1.10 |
| Standard Deviation(%) | NA | 5.74 | 6.88 | 5.90 | 4.81 | NA | NA | … | … | 5.51 | 7.38 | 7.64 | 3.39 | 4.56 | 3.49 | 2.85 | 3.54 | 3.19 | 3.80 | 2.72 | 3.38 | 2.65 | 3.79 | 3.78 |
| Draw Down(%) | NA | 4.05 | 18.42 | 20.60 | 20.60 | NA | NA | … | … | 4.00 | 7.90 | 17.49 | 3.89 | 6.21 | 2.11 | 3.62 | 1.58 | 4.91 | 3.17 | 1.19 | 5.33 | 1.34 | 1.81 | 3.55 |
| Yield(%) | 0.00 | 3.51 | 1.38 | 4.18 | 2.81 | 2.44 | 1.83 | … | … | 0.00 | 3.50 | 0.46 | 0.70 | 16.37 | 1.24 | 1.47 | 1.51 | 1.01 | 1.20 | 1.49 | 1.19 | 1.34 | 1.83 | 1.45 |
Data as of 11/25/2024, Common starting date is 01/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIMX (BOND MARKET INDEX FUND R-1) |
-6.62%
Oct 2020 – Oct 2023 |
-1.64%
Oct 2017 – Oct 2022 |
-0.45%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIMX (BOND MARKET INDEX FUND R-1) |
4.63%
Jul 2018 – Jul 2021 |
3.26%
Jul 2015 – Jul 2020 |
2.74%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart