Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBIPX (BOND MARKET INDEX FUND R-4) | NA | 5.49% | -2.92% | -0.84% | 0.81% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBIPX (BOND MARKET INDEX FUND R-4) | 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 (%) | 0.12 | 5.49 | -2.92 | -0.84 | 0.81 | NA | NA | … | … | 1.19 | 5.12 | -13.57 | -2.37 | 6.85 | 8.37 | -0.56 | 2.77 | 1.83 | -0.08 | 4.91 | -2.63 | 3.45 | 7.10 | 4.63 |
| Sharpe Ratio | NA | -0.09 | -0.96 | -0.55 | -0.15 | NA | NA | … | … | -1.01 | 0.12 | -1.95 | -0.70 | 1.46 | 2.01 | -0.65 | 0.53 | 0.51 | -0.03 | 1.86 | -0.77 | 1.34 | 1.84 | 1.24 |
| Standard Deviation(%) | NA | 5.81 | 6.94 | 5.94 | 4.86 | NA | NA | … | … | 5.59 | 7.42 | 7.71 | 3.43 | 4.51 | 3.46 | 2.87 | 4.03 | 3.15 | 3.75 | 2.63 | 3.44 | 2.56 | 3.85 | 3.79 |
| Draw Down(%) | NA | 3.92 | 18.02 | 19.65 | 19.65 | NA | NA | … | … | 3.86 | 7.75 | 17.11 | 3.77 | 6.20 | 2.10 | 3.07 | 1.93 | 4.72 | 3.07 | 1.19 | 5.23 | 1.37 | 1.81 | 3.44 |
| Yield(%) | 0.00 | 3.88 | 1.86 | 4.55 | 3.25 | 2.92 | 2.19 | … | … | 0.00 | 3.89 | 1.09 | 1.21 | 16.64 | 1.58 | 2.14 | 2.05 | 1.44 | 1.86 | 1.86 | 1.92 | 1.88 | 2.35 | 1.85 |
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 |
|---|---|---|---|---|
| PBIPX (BOND MARKET INDEX FUND R-4) |
-6.16%
Oct 2020 – Oct 2023 |
-1.11%
Oct 2017 – Oct 2022 |
0.08%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIPX (BOND MARKET INDEX FUND R-4) |
5.23%
Jul 2018 – Jul 2021 |
3.84%
Jul 2015 – Jul 2020 |
3.27%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart