Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBIQX (BOND MARKET INDEX FUND R-5) | -0.24% | 4.07% | 3.44% | -0.42% | 0.02% | 0.92% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBIQX (BOND MARKET INDEX FUND R-5) | 01/12/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 4.07 | 3.44 | -0.42 | 0.02 | 0.92 | NA | … | … | -0.24 | 2.95 | 0.76 | 5.38 | -13.41 | -2.29 | -3.94 | 8.19 | -0.48 | 3.05 | 1.95 | -0.11 | 5.09 | -2.54 | 3.61 | 7.19 | 4.80 |
| Sharpe Ratio | NA | 0.60 | 0.12 | -0.47 | -0.25 | NA | NA | … | … | -0.40 | 0.02 | -0.53 | 0.23 | -1.95 | -0.67 | -0.35 | 1.96 | -0.64 | 0.58 | 0.56 | -0.04 | 1.93 | -0.76 | 1.38 | 1.90 | 1.26 |
| Standard Deviation(%) | NA | 3.79 | 5.40 | 5.98 | 6.05 | NA | NA | … | … | 4.03 | 5.94 | 5.43 | 7.46 | 7.64 | 3.44 | 11.85 | 3.43 | 2.92 | 4.12 | 3.13 | 3.78 | 2.63 | 3.40 | 2.59 | 3.76 | 3.84 |
| Draw Down(%) | NA | 2.82 | 6.36 | 18.65 | 27.76 | NA | NA | … | … | 2.82 | 4.24 | 4.31 | 7.56 | 17.08 | 3.69 | 11.19 | 2.10 | 3.15 | 2.01 | 4.61 | 2.98 | 1.19 | 5.13 | 1.33 | 1.80 | 3.53 |
| Yield(%) | 0.00 | 3.84 | 3.70 | 2.43 | 2.46 | 2.38 | 1.98 | … | … | 0.00 | 3.93 | 3.41 | 4.02 | 1.21 | 1.41 | 5.83 | 2.28 | 2.21 | 2.14 | 1.57 | 1.74 | 1.95 | 2.00 | 2.05 | 2.44 | 1.92 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PBIQX (BOND MARKET INDEX FUND R-5) |
-9.39%
Oct 2020 – Oct 2023 |
-3.62%
Jul 2020 – Jul 2025 |
-0.90%
Oct 2012 – Oct 2022 |
0.91%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIQX (BOND MARKET INDEX FUND R-5) |
5.19%
Jul 2017 – Jul 2020 |
3.90%
Jul 2015 – Jul 2020 |
3.38%
Apr 2010 – Apr 2020 |
1.24%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart